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THRO vs FISR
iShares U.S. Thematic Rotation Active ETF vs State Street Fixed Income Sector Rotation ETF
Key differences
- FISR costs 0.07% less per year.
- THRO is significantly larger than FISR — larger funds tend to be more liquid and less likely to close.
- THRO is classified as equity, while FISR is fixed income — different risk/return profiles.
- THRO follows a active selection strategy; FISR uses index tracking.
- Over the last 3 years, THRO has delivered higher annualized returns.
Side-by-side comparison
| THRO | FISR | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.50% |
| Fund size (AUM) | $8.3B | $514M |
| Since | 2021 | 2019 |
| Dividend yield | 0.17% | 4.11% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.7% | +5.5% |
| CAGR 3Y | +24.9% | +3.0% |
| CAGR 5Y | N/A | -0.7% |
| Sharpe 3Y | 1.26 | -0.06 |
| Volatility 1Y | 13.11% | 4.41% |
| Max drawdown | -26.55% | -20.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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