THRO vs SCHB

ATHRO

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common60.9%THRO and SCHB

THRO

SCHB

iShares U.S. Thematic Rotation Active ETF · $7.0BSchwab U.S. Broad Market ETF · $42.9B

+22.2%3 years · per year$18,241 · $17,991+21.6%

[…]5 years · per year[…] · $16,377+10.4%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.32%12-mo yield$32 · $109 on $10k1.09%

−10.9%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.8%

1–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · SCHB

8.6%AAPL7.1%

7.3%NVDA6.2%

6.4%MSFT5.6%

4.7%AMZN3.6%

Held in common60.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	+0.3%	+7.6%	+7.9%	+22.2%	new	−10.9%	$7.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

THRO vs SCHB

THRO

iShares U.S. Thematic Rotation Active

[…]

SCHB

Schwab U.S. Broad Market

$16,377

MeasureTHROSCHB

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.32%1.09%

5 years, per year[…]+10.4%

3 years, per year+22.2%+21.6%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.3%13.8%

4–1measures won
SCHB first

60.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: THRO, SCHB, VTV

Today

60.9%most shared, THRO and SCHB

THROSCHBVTV

THRO—60.9%36.7%

SCHB60.9%—39.6%

VTV36.7%39.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SCHB$109 − $3 = $106

THRO$32 − $57 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee