TSPA vs SCHB

ATSPA

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,878TSPA · SCHB $16,705

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common73.6%TSPA and SCHB

TSPA

SCHB

T. Rowe Price U.S. Equity Research ETF · $4.5BSchwab U.S. Broad Market ETF · $43.2B

+21.9%3 years · per year$18,131 · $18,080+21.8%

+12.3%5 years · per year$17,878 · $16,705+10.8%

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

0.56%12-mo yield$56 · $106 on $10k1.06%

−9.2%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins14.0%

2–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSPA · SCHB

7.1%AAPL7.0%

8.6%NVDA6.3%

5.8%MSFT5.5%

3.8%AMZN3.6%

Held in common73.6%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
3	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

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
3	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

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 SCHB

TSPA

T. Rowe Price U.S. Equity Research

$17,878

SCHB

Schwab U.S. Broad Market

$16,705

MeasureTSPASCHB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield0.56%1.06%

5 years, per year+12.3%+10.8%

3 years, per year+21.9%+21.8%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.5%14.0%

4–2measures won
SCHB first

73.6%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

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

Overlap: TSPA, SCHB, IWF

Today

73.6%most shared, TSPA and SCHB

TSPASCHBIWF

TSPA—73.6%59.8%

SCHB73.6%—52.9%

IWF59.8%52.9%—

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

TSPA$56 − $34 = $22

IWF$38 − $18 = $20

KeptFee

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