TVAL vs TNXT

ATVAL

BTNXT

Measures won2–0TVAL wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%TVAL · $33 on $10k

Most income0.94%TVAL · $94 on $10k

Smallest drop−7.2%TVAL · worst fall in 1Y

Held in common29.0%TVAL and TNXT

TVAL

TNXT

T. Rowe Price Value ETF · $1.1BT. Rowe Price Innovation Leaders ETF · $18M

+22.4%3 years · per year$18,320 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $49 on $10k · lower wins0.49%

0.94%12-mo yield$94 · $0 on $10k0.00%

−7.2%Worst dropSmaller wins[…]

11.2%VolatilityLower wins[…]

2–0TVAL wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTVAL · TNXT

5.9%AAPL.MX6.1%

5.7%MSFT.NE4.5%

6.6%AMZN.NE4.3%

1.2%MRK1.5%

Held in common29.0%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−0.2%	+22.9%	+27.7%	+22.4%	new	−7.2%	$1.1B
2	BTNXT	T. Rowe Price Innovation Leaders ETFRead Desk		0.49%	0.00%	+1.3%	new	new	new	new	[…]	$18M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−0.2%	+22.9%	+27.7%	+22.4%	new	−7.2%	$1.1B
2	BTNXT	T. Rowe Price Innovation Leaders ETFRead Desk		0.49%	0.00%	+1.3%	new	new	new	new	[…]	$18M

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

TVAL vs TNXT

TVAL

T. Rowe Price Value

[…]

TNXT

T. Rowe Price Innovation Leaders

[…]

MeasureTVALTNXT

Fee0.33%0.49%

Cost on $10k a year$33$49

Yield0.94%0.00%

5 years, per year[…][…]

3 years, per year+22.4%[…]

Worst drop · 1Y−7.2%[…]

Volatility · 1Y11.2%[…]

2–0measures won
TVAL first

29.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TVAL, TNXT

Today

29.0%most shared, TVAL and TNXT

TVALTNXT

TVAL—29.0%

TNXT29.0%—

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

Income After Fees on $10,000

$61most kept, TVAL

TVAL$94 − $33 = $61

TNXT$0 − $49 = −$49

KeptFee

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