TSPA vs IWB

ATSPA

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,439TSPA · IWB $16,543

Lowest cost0.15%IWB · $15 on $10k

Most income0.95%IWB · $95 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common76.0%TSPA and IWB

TSPA

IWB

T. Rowe Price U.S. Equity Research ETF · $4.7BiShares Russell 1000 ETF · $48.5B

+22.0%3 years · per year$18,180 · $18,083+21.8%

+11.8%5 years · per year$17,439 · $16,543+10.6%

0.34%Expense ratio$34 · $15 on $10k · lower wins0.15%

0.58%12-mo yield$58 · $95 on $10k0.95%

−9.2%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSPA · IWB

7.1%AAPL7.1%

8.6%NVDA6.6%

5.8%MSFT5.8%

3.8%AMZN3.6%

Held in common76.0%

End-of-day Nov 5, 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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk		0.34%	0.58%	−4.4%	+7.9%	+9.1%	+22.0%	+11.8%	−9.2%	$4.7B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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

Both

5Y2 funds

#			Trend
1	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk		0.34%	0.58%	−4.4%	+7.9%	+9.1%	+22.0%	+11.8%	−9.2%	$4.7B
2	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B

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

Cards for this view

TSPA vs IWB

TSPA

T. Rowe Price U.S. Equity Research

$17,439

IWB

iShares Russell 1000

$16,543

MeasureTSPAIWB

Fee0.34%0.15%

Cost on $10k a year$34$15

Yield0.58%0.95%

5 years, per year+11.8%+10.6%

3 years, per year+22.0%+21.8%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.3%13.6%

4–2measures won
IWB first

76.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: TSPA, IWB

Today

76.0%most shared, TSPA and IWB

TSPAIWB

TSPA—76.0%

IWB76.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

TSPA$58 − $34 = $24

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee