Screener
THRO vs BRTR
iShares U.S. Thematic Rotation Active ETF vs iShares Total Return Active ETF
Key differences
- BRTR costs 0.19% less per year.
- THRO is significantly larger than BRTR — larger funds tend to be more liquid and less likely to close.
- THRO is classified as equity, while BRTR is fixed income — different risk/return profiles.
- THRO follows a active selection strategy; BRTR uses index tracking.
Side-by-side comparison
| THRO | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.38% |
| Fund size (AUM) | $8.3B | $557M |
| Since | 2021 | 2023 |
| Dividend yield | 0.17% | 4.69% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.9% | +6.7% |
| CAGR 3Y | +24.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | N/A |
| Volatility 1Y | 13.11% | 3.77% |
| Max drawdown | -26.55% | -5.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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