TSPA vs IWF

ATSPA

BIWF

Measures won5–1TSPA wins · of 6 · 5Y

$10,000 · 5Y$17,439TSPA · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income0.58%TSPA · $58 on $10k

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

Held in common59.8%TSPA and IWF

TSPA

IWF

T. Rowe Price U.S. Equity Research ETF · $4.7BiShares Russell 1000 Growth ETF · $121B

+22.0%3 years · per year$18,180 · $17,073+19.5%

+11.8%5 years · per year$17,439 · $15,330+8.9%

0.34%Expense ratio$34 · $18 on $10k · lower wins0.18%

0.58%12-mo yield$58 · $39 on $10k0.39%

−9.2%Worst dropSmaller wins−14.6%

14.3%VolatilityLower wins19.3%

5–1TSPA wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSPA · IWF

8.6%NVDA14.6%

7.1%AAPL8.5%

5.8%MSFT6.4%

3.2%GOOG4.3%

Held in common59.8%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 IWF

TSPA

T. Rowe Price U.S. Equity Research

$17,439

IWF

iShares Russell 1000 Growth

$15,330

MeasureTSPAIWF

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield0.58%0.39%

5 years, per year+11.8%+8.9%

3 years, per year+22.0%+19.5%

Worst drop · 1Y−9.2%−14.6%

Volatility · 1Y14.3%19.3%

5–1measures won
TSPA first

59.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: TSPA, IWF

Today

59.8%most shared, TSPA and IWF

TSPAIWF

TSPA—59.8%

IWF59.8%—

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

Income After Fees on $10,000

$24most kept, TSPA

TSPA$58 − $34 = $24

IWF$39 − $18 = $21

KeptFee

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