Compare · 2 funds side by side · dividends reinvested

PRF and DFAC

PRFInvesco×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,286PRF · best of the two

02 / 04

PRF and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.33%+20.5%+24.2%+24.7%+12.8%−6.6%10.4%$10.1B1.1

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PRF 2005 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $10.1B$19,390

PRF

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$18,595

$10,000 three years ago, dividends reinvested · they hold 65.6% in common

PRFMeasureDFAC

+20.5%Year to dateJan 1 → Nov 3+14.1%

+24.2%1 yearTotal return+16.0%

+24.7%3 years · per year$10,000 became $19,390 · $18,595+23.0%

+12.8%5 years · per year$10,000 became $18,287 · $16,976+11.2%

0.34%Expense ratio$34 · $21 a year on $10k · lower is better0.21%

1.33%Trailing 12-mo yield$133 · $88 a year on $10k0.88%

−6.6%Worst dropSmaller is better−8.5%

10.4%VolatilityLower is calmer12.2%

PRFDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1PRF wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRF vs DFAC: Top 5 Holdings

Today

PRF

14.7%in top 5

DFAC

in top 519.9%

PRFStockDFAC

4.6%AAPL5.7%

not top 5NVDA5.2%

3.1%MSFT4.7%

2.7%GOOGLnot top 5

2.2%AMZN2.5%

2.0%XOMnot top 5

not top 5META1.9%

Held in common65.6%

End-of-day Nov 3, 2026 · share of each fund

PRF vs DFAC Returns, Every Period

InvescoPRF

+12.8%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

PRFDFACFaded: behind in that period

4–0PRF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PRF vs DFAC

YTD

InvescoPRF

+20.5%

DFACDimensional

+14.1%

+20.5%Year to date+14.1%

−6.6%Worst drop · 1Y−8.5%

10.4%Volatility · 1Y12.2%

1.3%Yield0.9%

$10.1BAssets$87.6B

4–0PRF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRF, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

PRF0.34%$34

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PRF, DFAC

1.33%highest, PRF

FundTrailing yieldYield$10k

PRF1.33%$133

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, PRF

PRF$133 − $34 = $99

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PRF, DFAC

Today

65.6%most shared, PRF and DFAC

PRFDFAC

PRF—65.6%

DFAC65.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.2%PRF, at 10.4% volatility

PRFWorst drop−6.6%10.4% vol

DFACWorst drop−8.5%12.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PRFDFAC

+20.5%Year to date+14.1%

1.3%Yield0.9%

+24.2%Past year+16.0%

0.34%Fee0.21%

3–1PRF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026