THRO vs VTV

ATHRO

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VUG $16,124

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common36.7%THRO and VTV

THRO

VTV

iShares U.S. Thematic Rotation Active ETF · $7.1BVanguard Morningstar Value ETF · $184B

+22.2%3 years · per year$18,241 · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

0.32%12-mo yield$32 · $187 on $10k1.87%

−10.9%Worst dropSmaller wins−6.4%

15.3%VolatilityLower wins10.7%

1–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · VTV

2.7%JPM3.3%

2.3%JNJ2.4%

2.3%XOM2.6%

2.8%WMT1.7%

Held in common36.7%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$7.1B

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$7.1B

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 VTV

THRO

iShares U.S. Thematic Rotation Active

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureTHROVTV

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.32%1.87%

5 years, per year[…]+12.0%

3 years, per year+22.2%+20.9%

Worst drop · 1Y−10.9%−6.4%

Volatility · 1Y15.3%10.7%

4–1measures won
VTV first

36.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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, VTV, VUG

Today

49.9%most shared, THRO and VUG

THROVTVVUG

THRO—36.7%49.9%

VTV36.7%—1.9%

VUG49.9%1.9%—

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

VUG$42 − $3 = $39

THRO$32 − $57 = −$25

KeptFee

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