TGRT vs TVAL

ATGRT

BTVAL

Measures won0–5TVAL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%TVAL · $33 on $10k

Most income0.91%TVAL · $91 on $10k

Smallest drop−7.2%TVAL · worst fall in 1Y

Held in common20.3%TGRT and TVAL

TGRT

TVAL

T. Rowe Price Growth ETF · $1.7BT. Rowe Price Value ETF · $1.1B

+21.9%3 years · per year$18,096 · $19,021+23.9%

[…]5 years · per year[…]

0.38%Expense ratio$38 · $33 on $10k · lower wins0.33%

0.08%12-mo yield$8 · $91 on $10k0.91%

−17.1%Worst dropSmaller wins−7.2%

18.5%VolatilityLower wins10.9%

0–5TVAL wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTGRT · TVAL

7.1%AAPL.MX5.7%

5.8%MSFT.NE5.4%

0.9%AMZN.NE6.3%

2.6%V.BA0.8%

Held in common20.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ATGRT	T. Rowe Price Growth ETFRead Desk		0.38%	0.08%	+0.9%	+0.9%	−2.0%	+21.9%	new	−17.1%	$1.7B
2	BTVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.91%	+2.3%	+26.4%	+31.1%	+23.9%	new	−7.2%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ATGRT	T. Rowe Price Growth ETFRead Desk		0.38%	0.08%	+0.9%	+0.9%	−2.0%	+21.9%	new	−17.1%	$1.7B
2	BTVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.91%	+2.3%	+26.4%	+31.1%	+23.9%	new	−7.2%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TGRT vs TVAL

TGRT

T. Rowe Price Growth

[…]

TVAL

T. Rowe Price Value

[…]

MeasureTGRTTVAL

Fee0.38%0.33%

Cost on $10k a year$38$33

Yield0.08%0.91%

5 years, per year[…][…]

3 years, per year+21.9%+23.9%

Worst drop · 1Y−17.1%−7.2%

Volatility · 1Y18.5%10.9%

5–0measures won
TVAL first

20.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TGRT, TVAL

Today

20.3%most shared, TGRT and TVAL

TGRTTVAL

TGRT—20.3%

TVAL20.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$58most kept, TVAL

TVAL$91 − $33 = $58

TGRT$8 − $38 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee