THRO vs VTV

ATHRO

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common35.7%THRO and VTV

THRO

VTV

iShares U.S. Thematic Rotation Active ETF · $7.4BVanguard Morningstar Value ETF · $184B

+24.9%3 years · per year$19,465 · $18,551+22.9%

[…]5 years · per year[…] · $18,352+12.9%

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

0.30%12-mo yield$30 · $180 on $10k1.80%

−10.9%Worst dropSmaller wins−6.4%

14.5%VolatilityLower wins10.2%

1–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHRO · VTV

2.7%JPM3.3%

2.8%XOM2.6%

2.2%JNJ2.4%

2.2%MU4.6%

Held in common35.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

THRO vs VTV

THRO

iShares U.S. Thematic Rotation Active

[…]

VTV

Vanguard Morningstar Value

$18,352

MeasureTHROVTV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.30%1.80%

5 years, per year[…]+12.9%

3 years, per year+24.9%+22.9%

Worst drop · 1Y−10.9%−6.4%

Volatility · 1Y14.5%10.2%

4–1measures won
VTV first

35.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: THRO, VTV

Today

35.7%most shared, THRO and VTV

THROVTV

THRO—35.7%

VTV35.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

THRO$30 − $57 = −$27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee