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Issuers / Versus
Swap sidesChange issuersiShares made investors more money ($380B). T. Rowe Price had more funds that made money (79%).
Matchups ledof 10 called
iShares leads
4of 10 called1Y · bold = leads · lower fee wins
T. Rowe Price leads
6of 10 calledShare of its funds that made money · 1Y · open one to see every fund
Every dot is one thematic fund, placed at its 1-year return. Right of the dashed line = made money; grey = lost. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| Box score · Thematic | iShares | T. Rowe Price |
|---|---|---|
| Funds in the category | 25 | 1 |
| Made money (W–L) | 13–10 | 0–0 |
| Win % | 57% | — |
| Money made | $14.2B | — |
| Typical return | +5.4% | — |
| Launches · 2026 | 2 | 1 |
| Assets | $127B | $19M |
| Fee per $100 | $0.41 | $0.49 |
The biggest thematic funds on each side
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| SOXX | iShares Semiconductor ETF | $43.0B | +49.0% |
| IGV | iShares Expanded Tech-Software Sector ETF | $12.8B | −10.6% |
| ITA | iShares U.S. Aerospace & Defense ETF | $12.2B | −0.0% |
| BAI | iShares A.I. Innovation and Tech Active ETF | $12.2B | +3.7% |
| IGF | iShares Global Infrastructure ETF | $10.9B | +10.8% |
| IGM | iShares Expanded Tech Sector ETF | $10.2B | +11.2% |
| Fund | Name | Assets ▼ | 1Y |
|---|---|---|---|
| TNXT | T. Rowe Price Innovation Leaders ETF | $19M | — |
Pairs that hold the same market · fee per $100 a year · returns within 0.1 points tie
| iShares | Fee | 1Y | 5Y / yr | Market · fee · 1Y · 5Y | 5Y / yr | 1Y | Fee | T. Rowe Price |
|---|---|---|---|---|---|---|---|---|
| US stocks | ||||||||
| IJH | $0.05 | +16.1% | +7.2% | Mid caps | — | — | $0.47 | TMID |
| IWF | $0.18 | −3.6% | +10.3% | Large growth | +7.5% | −4.8% | $0.57 | TCHP |
| IJR | $0.06 | +21.9% | +6.0% | Small caps | — | — | $0.59 | TSEE |
| IWD | $0.18 | +29.2% | +11.5% | Large value | — | +28.8% | $0.33 | TVAL |
| International | ||||||||
| IEMG | $0.09 | +11.5% | +6.1% | Emerging markets | — | — | $0.40 | TEMR |
| Bonds & cash | ||||||||
| EMB | $0.39 | −0.3% | +1.4% | EM bonds | — | — | $0.45 | TDEM |
| FLOT | $0.15 | +3.9% | +4.4% | Floating-rate bonds | — | +3.3% | $0.61 | TFLR |
| Sectors | ||||||||
| IYW | $0.37 | +13.9% | +17.3% | US tech | — | +9.5% | $0.63 | TTEQ |
| IBB | $0.44 | +36.2% | +6.2% | Biotech | — | — | $0.55 | TDNA |
| IYH | $0.37 | +29.2% | +7.6% | Health care | — | +20.3% | $0.44 | TMED |
| IYF | $0.37 | +10.7% | +9.9% | Financials | — | +14.3% | $0.44 | TFNS |
| Income | ||||||||
| DGRO | $0.08 | +21.5% | +11.4% | Dividend growers | +9.8% | +16.1% | $0.50 | TDVG |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged.Not advice