Compare · 3 funds side by side · dividends reinvested

TSPA, SCHB and IWF

TSPAT. Rowe Price×SCHBSchwab×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,878TSPA · best of the three

02 / 04

TSPA, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.3

T. Rowe Price U.S. Equity Research ETFUS Stock Styles · Large cap0.34%0.56%+10.9%+13.1%+21.9%+12.3%−9.2%14.5%$4.5B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: TSPA 2021 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price U.S. Equity Research ETF · $4.5B$17,878

TSPA

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 73.6% in common

TSPAMeasureSCHB

+10.9%Year to dateJan 1 → Nov 9+11.5%

+13.1%1 yearTotal return+13.7%

+21.9%3 years · per year$10,000 became $18,131 · $18,080+21.8%

+12.3%5 years · per year$10,000 became $17,878 · $16,705+10.8%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

0.56%Trailing 12-mo yield$56 · $106 a year on $10k1.06%

−9.2%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer14.0%

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

2–6SCHB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TSPA vs SCHB: Top 5 Holdings

Today

TSPA

28.6%in top 5

SCHB

in top 524.8%

TSPAStockSCHB

8.6%NVDA6.3%

7.1%AAPL7.0%

5.8%MSFT5.5%

3.8%AMZN3.6%

3.2%GOOGnot top 5

not top 5GOOGL2.3%

Held in common73.6%

End-of-day Nov 9, 2026 · share of each fund

TSPA vs SCHB Returns, Every Period

T. Rowe PriceTSPA

+12.3%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

TSPASCHBFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

TSPA vs SCHB

YTD

T. Rowe PriceTSPA

+10.9%

SCHBSchwab

+11.5%

+10.9%Year to date+11.5%

−9.2%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y14.0%

0.6%Yield1.1%

$4.5BAssets$43.2B

4–0SCHB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TSPA, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

TSPA0.34%$34

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TSPA, SCHB, IWF

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

TSPA0.56%$56

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

TSPA$56 − $34 = $22

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TSPA, SCHB, IWF

Today

73.6%most shared, TSPA and SCHB

TSPASCHBIWF

TSPA—73.6%59.8%

SCHB73.6%—52.9%

IWF59.8%52.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.7%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% vol

TSPAWorst drop−9.2%14.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBTSPA

+11.5%Year to date+10.9%

1.1%Yield0.6%

+13.7%Past year+13.1%

0.03%Fee0.34%

4–0SCHB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026