THRO vs VUG

ATHRO

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−10.9%THRO · worst fall in 1Y

Held in common50.3%THRO and VUG

THRO

VUG

iShares U.S. Thematic Rotation Active ETF · $7.4BVanguard Morningstar Growth ETF · $233B

+22.6%3 years · per year$18,406 · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

0.32%12-mo yield$32 · $43 on $10k0.43%

−10.9%Worst dropSmaller wins−15.1%

15.3%VolatilityLower wins19.0%

2–3VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHRO · VUG

8.8%AAPL12.5%

7.5%NVDA13.5%

6.9%MSFT9.7%

4.9%AMZN4.3%

Held in common50.3%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	−4.7%	+7.2%	+7.8%	+22.6%	new	−10.9%	$7.4B

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.32%	−4.7%	+7.2%	+7.8%	+22.6%	new	−10.9%	$7.4B

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

Cards for this view

THRO vs VUG

THRO

iShares U.S. Thematic Rotation Active

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureTHROVUG

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.32%0.43%

5 years, per year[…]+9.9%

3 years, per year+22.6%+22.8%

Worst drop · 1Y−10.9%−15.1%

Volatility · 1Y15.3%19.0%

3–2measures won
VUG first

50.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: THRO, VUG, IWF

Today

78.0%most shared, VUG and IWF

THROVUGIWF

THRO—50.3%50.8%

VUG50.3%—78.0%

IWF50.8%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

THRO$32 − $57 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee