Compare · 2 funds side by side · dividends reinvested

TSPA and IWF

TSPAT. Rowe Price×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,439TSPA · best of the two

02 / 04

TSPA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Price U.S. Equity Research ETFUS Stock Styles · Large cap0.34%0.58%+7.9%+9.1%+22.0%+11.8%−9.2%14.3%$4.7B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: TSPA 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price U.S. Equity Research ETF · $4.7B$17,439

TSPA

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 59.8% in common

TSPAMeasureIWF

+7.9%Year to dateJan 1 → Nov 5−6.5%

+9.1%1 yearTotal return−7.6%

+22.0%3 years · per year$10,000 became $18,180 · $17,073+19.5%

+11.8%5 years · per year$10,000 became $17,439 · $15,330+8.9%

0.34%Expense ratio$34 · $18 a year on $10k · lower is better0.18%

0.58%Trailing 12-mo yield$58 · $39 a year on $10k0.39%

−9.2%Worst dropSmaller is better−14.6%

14.3%VolatilityLower is calmer19.3%

TSPAIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1TSPA wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TSPA vs IWF: Top 5 Holdings

Today

TSPA

28.6%in top 5

IWF

in top 539.6%

TSPAStockIWF

8.6%NVDA14.6%

7.1%AAPL8.5%

5.8%MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

3.8%AMZNnot top 5

3.2%GOOGnot top 5

Held in common59.8%

End-of-day Nov 5, 2026 · share of each fund

TSPA vs IWF Returns, Every Period

T. Rowe PriceTSPA

+11.8%

5 years, per year

IWFiShares

+8.9%

5 years, per year

TSPAIWFFaded: behind in that period

4–0TSPA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TSPA vs IWF

YTD

T. Rowe PriceTSPA

+7.9%

IWFiShares

−6.5%

+7.9%Year to date−6.5%

−9.2%Worst drop · 1Y−14.6%

14.3%Volatility · 1Y19.3%

0.6%Yield0.4%

$4.7BAssets$121B

4–0TSPA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TSPA, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

TSPA0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TSPA, IWF

0.58%highest, TSPA

FundTrailing yieldYield$10k

TSPA0.58%$58

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$24most kept, TSPA

TSPA$58 − $34 = $24

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TSPA, IWF

Today

59.8%most shared, TSPA and IWF

TSPAIWF

TSPA—59.8%

IWF59.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.1%TSPA, at 14.3% volatility

TSPAWorst drop−9.2%14.3% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TSPAIWF

+7.9%Year to date−6.5%

0.6%Yield0.4%

+9.1%Past year−7.6%

0.34%Fee0.18%

3–1TSPA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026