TSPA vs DIA

ATSPA

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,878TSPA · IWF $15,892

Lowest cost0.16%DIA · $16 on $10k

Most income1.37%DIA · $137 on $10k

Smallest drop−9.2%TSPA · worst fall in 1Y

Held in common28.1%TSPA and DIA

TSPA

DIA

T. Rowe Price U.S. Equity Research ETF · $4.5BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.0B

+21.9%3 years · per year$18,131 · $16,221+17.5%

+12.3%5 years · per year$17,878 · $15,889+9.7%

0.34%Expense ratio$34 · $16 on $10k · lower wins0.16%

0.56%12-mo yield$56 · $137 on $10k1.37%

−9.2%Worst dropSmaller wins−9.8%

14.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSPA · DIA

5.8%MSFT6.1%

7.1%AAPL4.0%

3.8%AMZN3.0%

2.6%GOOGL3.3%

Held in common28.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk	0.34%	0.56%	+2.5%	+10.9%	+13.1%	+21.9%	+12.3%	−9.2%	$4.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk	0.34%	0.56%	+2.5%	+10.9%	+13.1%	+21.9%	+12.3%	−9.2%	$4.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.37%	+2.2%	+10.1%	+13.2%	+17.5%	+9.7%	−9.8%	$44.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TSPA vs DIA

TSPA

T. Rowe Price U.S. Equity Research

$17,878

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,889

MeasureTSPADIA

Fee0.34%0.16%

Cost on $10k a year$34$16

Yield0.56%1.37%

5 years, per year+12.3%+9.7%

3 years, per year+21.9%+17.5%

Worst drop · 1Y−9.2%−9.8%

Volatility · 1Y14.5%13.6%

3–3measures won
level

28.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TSPA, DIA, IWF

Today

59.8%most shared, TSPA and IWF

TSPADIAIWF

TSPA—28.1%59.8%

DIA28.1%—21.7%

IWF59.8%21.7%—

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

Income After Fees on $10,000

$121most kept, DIA

DIA$137 − $16 = $121

TSPA$56 − $34 = $22

IWF$38 − $18 = $20

KeptFee

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