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THRO vs TSPA

iShares U.S. Thematic Rotation Active ETF vs T. Rowe Price US Equity Research ETF

THRO

iShares U.S. Thematic Rotation Active ETF

Annual cost

0.57%

Fund size

$7.1B

TSPA

T. Rowe Price US Equity Research ETF

Annual cost

0.34%

Fund size

$3.4B

Key differences

Both THRO and TSPA are equity ETFs. THRO charges 0.57% a year and TSPA 0.34%. The main difference: THRO follows a active selection strategy; TSPA uses index tracking.

  • THRO follows a active selection strategy; TSPA uses index tracking.
  • TSPA costs 0.23% less per year.
  • Over the last three years, THRO has delivered higher annualized returns.

Side-by-side comparison

THROTSPA
Annual cost (TER)0.57%0.34%
Fund size (AUM)$7.1B$3.4B
Since20212021
Dividend yield0.16%0.56%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+22.7%+24.7%
CAGR 3Y+24.1%+23.0%
CAGR 5YN/AN/A
Sharpe 3Y1.221.22
Volatility 1Y13.39%12.59%
Max drawdown-26.55%-24.72%

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