THRO vs VTI

ATHRO

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income1.06%VTI · $106 on $10k

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

Held in common62.1%THRO and VTI

THRO

VTI

iShares U.S. Thematic Rotation Active ETF · $7.2BVanguard Morningstar Total Stock Market ETF · $689B

+22.5%3 years · per year$18,390 · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

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

0.31%12-mo yield$31 · $106 on $10k1.06%

−10.9%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.9%

1–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · VTI

7.5%NVDA7.1%

8.5%AAPL6.6%

6.4%MSFT5.2%

4.6%AMZN3.3%

Held in common62.1%

End-of-day Nov 9, 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+2.5%	+10.2%	+12.0%	+22.5%	new	−10.9%	$7.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	+2.5%	+10.2%	+12.0%	+22.5%	new	−10.9%	$7.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

THRO vs VTI

THRO

iShares U.S. Thematic Rotation Active

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureTHROVTI

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.31%1.06%

5 years, per year[…]+10.8%

3 years, per year+22.5%+21.8%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.4%13.9%

4–1measures won
VTI first

62.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: THRO, VTI, SPY

Today

86.0%most shared, VTI and SPY

THROVTISPY

THRO—62.1%66.2%

VTI62.1%—86.0%

SPY66.2%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPY$101 − $9 = $92

THRO$31 − $57 = −$26

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee