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THRO vs SHY
iShares U.S. Thematic Rotation Active ETF vs iShares 1-3 Year Treasury Bond ETF
Key differences
- SHY costs 0.42% less per year.
- SHY is significantly larger than THRO — larger funds tend to be more liquid and less likely to close.
- THRO is classified as equity, while SHY is fixed income — different risk/return profiles.
- THRO follows a active selection strategy; SHY uses index tracking.
- Over the last 3 years, THRO has delivered higher annualized returns.
- SHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| THRO | SHY | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.15% |
| Fund size (AUM) | $8.3B | $25.1B |
| Since | 2021 | 2002 |
| Dividend yield | 0.17% | 3.72% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.9% | +3.4% |
| CAGR 3Y | +24.9% | +3.9% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | 1.26 | 0.21 |
| Volatility 1Y | 13.11% | 1.35% |
| Max drawdown | -26.55% | -5.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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