TSPA vs SPY

ATSPA

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,439TSPA · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common79.1%TSPA and SPY

TSPA

SPY

T. Rowe Price U.S. Equity Research ETF · $4.7BState Street SPDR S&P 500 ETF · $805B

+22.0%3 years · per year$18,180 · $18,174+22.0%

+11.8%5 years · per year$17,439 · $17,099+11.3%

0.34%Expense ratio$34 · $9 on $10k · lower wins0.09%

0.58%12-mo yield$58 · $103 on $10k1.03%

−9.2%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSPA · SPY

8.6%NVDA7.3%

7.1%AAPL7.7%

5.8%MSFT6.2%

3.8%AMZN3.9%

Held in common79.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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 SPY

TSPA

T. Rowe Price U.S. Equity Research

$17,439

SPY

SPDR S&P 500

$17,099

MeasureTSPASPY

Fee0.34%0.09%

Cost on $10k a year$34$9

Yield0.58%1.03%

5 years, per year+11.8%+11.3%

3 years, per year+22.0%+22.0%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.3%13.6%

4–1measures won
SPY first

79.1%

holdings shared

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

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

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, SPY

Today

79.1%most shared, TSPA and SPY

TSPASPY

TSPA—79.1%

SPY79.1%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

TSPA$58 − $34 = $24

KeptFee

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