Compare · 3 funds side by side · dividends reinvested

IVV, PRF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,388PRF · best of the three

02 / 04

IVV, PRF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.32%+21.4%+26.1%+23.1%+13.0%−6.6%11.1%$9.9B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · PRF 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $9.9B$18,388

PRF

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 64.6% in common

PRFMeasureIVV

+21.4%Year to dateJan 1 → Nov 9+11.3%

+26.1%1 yearTotal return+13.6%

+23.1%3 years · per year$10,000 became $18,656 · $18,159+22.0%

+13.0%5 years · per year$10,000 became $18,388 · $17,545+11.9%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

1.32%Trailing 12-mo yield$132 · $111 a year on $10k1.11%

−6.6%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.8%

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

7–1PRF wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRF vs IVV: Top 5 Holdings

Today

PRF

15.2%in top 5

IVV

in top 527.8%

PRFStockIVV

4.8%AAPL7.9%

not top 5NVDA7.1%

3.3%MSFT6.2%

2.4%AMZN4.0%

2.8%GOOGL2.6%

2.0%BRK-Bnot top 5

Held in common64.6%

End-of-day Nov 9, 2026 · share of each fund

PRF vs IVV Returns, Every Period

InvescoPRF

+13.0%

5 years, per year

IVViShares

+11.9%

5 years, per year

PRFIVVFaded: behind in that period

4–0PRF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PRF vs IVV

YTD

InvescoPRF

+21.4%

IVViShares

+11.3%

+21.4%Year to date+11.3%

−6.6%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.8%

1.3%Yield1.1%

$9.9BAssets$853B

4–0PRF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, PRF, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

PRF0.34%$34

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVV, PRF, VUG

1.32%highest, PRF

FundTrailing yieldYield$10k

PRF1.32%$132

IVV1.11%$111

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

PRF$132 − $34 = $98

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVV, PRF, VUG

Today

64.6%most shared, IVV and PRF

IVVPRFVUG

IVV—64.6%55.1%

PRF64.6%—24.7%

VUG55.1%24.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.1%PRF, at 11.1% volatility

PRFWorst drop−6.6%11.1% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PRFIVV

+21.4%Year to date+11.3%

1.3%Yield1.1%

+26.1%Past year+13.6%

0.34%Fee0.03%

3–1PRF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026