TMSL vs VUG

ATMSL

BVUG

Measures won3–2TMSL wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.49%TMSL · $49 on $10k

Smallest drop−11.2%TMSL · worst fall in 1Y

Held in common0.1%TMSL and VUG

TMSL

VUG

T. Rowe Price Small-Mid Cap ETF · $3.2BVanguard Morningstar Growth ETF · $233B

+21.0%3 years · per year$17,714 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

0.49%12-mo yield$49 · $42 on $10k0.42%

−11.2%Worst dropSmaller wins−15.1%

18.7%VolatilityLower wins19.0%

3–2TMSL wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMSL · VUG

0.2%LPLA0.1%

0.2%INSM0.1%

Held in common0.1%

End-of-day Nov 6, 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
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ATMSL	T. Rowe Price Small-Mid Cap ETFRead Desk		0.55%	0.49%	+1.3%	+15.1%	+18.8%	+21.0%	new	−11.2%	$3.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ATMSL	T. Rowe Price Small-Mid Cap ETFRead Desk		0.55%	0.49%	+1.3%	+15.1%	+18.8%	+21.0%	new	−11.2%	$3.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TMSL vs VUG

TMSL

T. Rowe Price Small-Mid Cap

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureTMSLVUG

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield0.49%0.42%

5 years, per year[…]+10.0%

3 years, per year+21.0%+22.6%

Worst drop · 1Y−11.2%−15.1%

Volatility · 1Y18.7%19.0%

3–2measures won
TMSL first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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$59.1B

1–1level

End-of-day Nov 6, 2026

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TMSL, VUG

Today

0.1%most shared, TMSL and VUG

TMSLVUG

TMSL—0.1%

VUG0.1%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

TMSL$49 − $55 = −$6

KeptFee

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