TSPA vs SCHB

ATSPA

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,451TSPA · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common73.4%TSPA and SCHB

TSPA

SCHB

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

+21.7%3 years · per year$18,015 · $17,991+21.6%

+11.8%5 years · per year$17,451 · $16,377+10.4%

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

0.58%12-mo yield$58 · $109 on $10k1.09%

−9.2%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTSPA · SCHB

7.1%AAPL7.1%

8.6%NVDA6.2%

5.8%MSFT5.6%

3.8%AMZN3.6%

Held in common73.4%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 SCHB

TSPA

T. Rowe Price U.S. Equity Research

$17,451

SCHB

Schwab U.S. Broad Market

$16,377

MeasureTSPASCHB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield0.58%1.09%

5 years, per year+11.8%+10.4%

3 years, per year+21.7%+21.6%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.3%13.8%

4–2measures won
SCHB first

73.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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

Overlap: TSPA, SCHB, VUG

Today

73.4%most shared, TSPA and SCHB

TSPASCHBVUG

TSPA—73.4%60.1%

SCHB73.4%—50.0%

VUG60.1%50.0%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

TSPA$58 − $34 = $24

KeptFee

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