TSPA vs VUG

ATSPA

BVUG

Measures won4–2TSPA wins · of 6 · 5Y

$10,000 · 5Y$17,439TSPA · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.58%TSPA · $58 on $10k

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

Held in common60.1%TSPA and VUG

TSPA

VUG

T. Rowe Price U.S. Equity Research ETF · $4.7BVanguard Morningstar Growth ETF · $233B

+22.0%3 years · per year$18,180 · $18,532+22.8%

+11.8%5 years · per year$17,439 · $16,052+9.9%

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

0.58%12-mo yield$58 · $43 on $10k0.43%

−9.2%Worst dropSmaller wins−15.1%

14.3%VolatilityLower wins19.0%

4–2TSPA wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSPA · VUG

8.6%NVDA13.5%

7.1%AAPL12.5%

5.8%MSFT9.7%

3.8%AMZN4.3%

Held in common60.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 VUG

TSPA

T. Rowe Price U.S. Equity Research

$17,439

VUG

Vanguard Morningstar Growth

$16,052

MeasureTSPAVUG

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield0.58%0.43%

5 years, per year+11.8%+9.9%

3 years, per year+22.0%+22.8%

Worst drop · 1Y−9.2%−15.1%

Volatility · 1Y14.3%19.0%

4–2measures won
TSPA first

60.1%

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, VUG

Today

60.1%most shared, TSPA and VUG

TSPAVUG

TSPA—60.1%

VUG60.1%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

TSPA$58 − $34 = $24

KeptFee

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