TSPA vs DIA

ATSPA

BDIA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,451TSPA · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 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 · $45.3B

+21.7%3 years · per year$18,015 · $16,149+17.3%

+11.8%5 years · per year$17,451 · $15,590+9.3%

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

0.58%12-mo yield$58 · $140 on $10k1.40%

−9.2%Worst dropSmaller wins−9.8%

14.3%VolatilityLower wins13.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSPA · DIA

5.8%MSFT6.2%

7.1%AAPL4.0%

3.8%AMZN3.0%

2.6%GOOGL3.3%

Held in common28.1%

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

All Three

5Y3 funds

#
1	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk	0.34%	0.58%	+0.3%	+8.2%	+9.3%	+21.7%	+11.8%	−9.2%	$4.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B

End-of-day Nov 6, 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%	0.58%	+0.3%	+8.2%	+9.3%	+21.7%	+11.8%	−9.2%	$4.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.3B

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

TSPA vs DIA

TSPA

T. Rowe Price U.S. Equity Research

$17,451

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasureTSPADIA

Fee0.34%0.16%

Cost on $10k a year$34$16

Yield0.58%1.40%

5 years, per year+11.8%+9.3%

3 years, per year+21.7%+17.3%

Worst drop · 1Y−9.2%−9.8%

Volatility · 1Y14.3%13.4%

3–3measures won
level

28.1%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TSPA, DIA, VUG

Today

60.1%most shared, TSPA and VUG

TSPADIAVUG

TSPA—28.1%60.1%

DIA28.1%—20.7%

VUG60.1%20.7%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

VUG$42 − $3 = $39

TSPA$58 − $34 = $24

KeptFee

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