TSPA vs SCHB

ATSPA

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$18,371TSPA · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common74.0%TSPA and SCHB

TSPA

SCHB

T. Rowe Price U.S. Equity Research ETF · $4.7BSchwab U.S. Broad Market ETF · $44.9B

+24.1%3 years · per year$19,105 · $19,056+24.0%

+12.9%5 years · per year$18,371 · $17,270+11.5%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

0.55%12-mo yield$55 · $104 on $10k1.04%

−9.2%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSPA · SCHB

8.6%NVDA6.8%

7.1%AAPL6.6%

5.8%MSFT5.3%

3.8%AMZN3.4%

Held in common74.0%

End-of-day Nov 4, 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%	0.55%	+1.5%	+12.8%	+12.8%	+24.1%	+12.9%	−9.2%	$4.7B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

End-of-day Nov 4, 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%	0.55%	+1.5%	+12.8%	+12.8%	+24.1%	+12.9%	−9.2%	$4.7B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TSPA vs SCHB

TSPA

T. Rowe Price U.S. Equity Research

$18,371

SCHB

Schwab U.S. Broad Market

$17,270

MeasureTSPASCHB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield0.55%1.04%

5 years, per year+12.9%+11.5%

3 years, per year+24.1%+24.0%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.6%13.1%

4–2measures won
SCHB first

74.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TSPA, SCHB

Today

74.0%most shared, TSPA and SCHB

TSPASCHB

TSPA—74.0%

SCHB74.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

TSPA$55 − $34 = $21

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee