Compare · 3 funds side by side · dividends reinvested

TSPA, SCHD and IWF

TSPAT. Rowe Price×SCHDSchwab×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,451TSPA · best of the three

02 / 04

TSPA, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

T. Rowe Price U.S. Equity Research ETFUS Stock Styles · Large cap0.34%0.58%+8.2%+9.3%+21.7%+11.8%−9.2%14.3%$4.5B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 6, 2026 · returns include dividends · since: TSPA 2021 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price U.S. Equity Research ETF · $4.5B$17,451

TSPA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 6.0% in common

TSPAMeasureSCHD

+8.2%Year to dateJan 1 → Nov 6+31.4%

+9.3%1 yearTotal return+37.0%

+21.7%3 years · per year$10,000 became $18,015 · $17,266+20.0%

+11.8%5 years · per year$10,000 became $17,451 · $16,267+10.2%

0.34%Expense ratio$34 · $6 a year on $10k · lower is better0.06%

0.58%Trailing 12-mo yield$58 · $300 a year on $10k3.00%

−9.2%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TSPA vs SCHD: Top 5 Holdings

Today

TSPA

28.6%in top 5

SCHD

in top 521.4%

TSPAStockSCHD

8.6%NVDAnot top 5

7.1%AAPLnot top 5

5.8%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.8%AMZNnot top 5

3.2%GOOGnot top 5

Held in common6.0%

End-of-day Nov 6, 2026 · share of each fund

TSPA vs SCHD Returns, Every Period

T. Rowe PriceTSPA

+11.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

TSPASCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TSPA vs SCHD

YTD

T. Rowe PriceTSPA

+8.2%

SCHDSchwab

+31.4%

+8.2%Year to date+31.4%

−9.2%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.7%

0.6%Yield3.0%

$4.5BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TSPA, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

TSPA0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TSPA, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

TSPA0.58%$58

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

TSPA$58 − $34 = $24

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TSPA, SCHD, IWF

Today

59.8%most shared, TSPA and IWF

TSPASCHDIWF

TSPA—6.0%59.8%

SCHD6.0%—3.7%

IWF59.8%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

TSPAWorst drop−9.2%14.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTSPA

+31.4%Year to date+8.2%

3.0%Yield0.6%

+37.0%Past year+9.3%

0.06%Fee0.34%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026