THRO vs SPYM

ATHRO

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common66.0%THRO and SPYM

THRO

SPYM

iShares U.S. Thematic Rotation Active ETF · $7.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.2%3 years · per year$18,241 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.57%Expense ratio$57 · $2 on $10k · lower wins0.02%

0.32%12-mo yield$32 · $105 on $10k1.05%

−10.9%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · SPYM

8.6%AAPL7.9%

7.3%NVDA6.9%

6.4%MSFT6.3%

4.7%AMZN4.0%

Held in common66.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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 SPYM

THRO

iShares U.S. Thematic Rotation Active

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureTHROSPYM

Fee0.57%0.02%

Cost on $10k a year$57$2

Yield0.32%1.05%

5 years, per year[…]+11.4%

3 years, per year+22.2%+21.8%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.3%13.6%

4–1measures won
SPYM first

66.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

THROSPYMVOO

THRO—66.0%65.7%

SPYM66.0%—92.2%

VOO65.7%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

THRO$32 − $57 = −$25

KeptFee

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