Compare · 3 funds side by side · dividends reinvested

IWB, PRF and IWF

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

02 / 04

IWB, PRF and IWF, 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 Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$46.6B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

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: IWB 2000 · PRF 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,924

IWB

PRF

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

$10,000 five years ago, dividends reinvested · they hold 65.9% in common

IWBMeasurePRF

+11.2%Year to dateJan 1 → Nov 9+21.4%

+13.5%1 yearTotal return+26.1%

+21.8%3 years · per year$10,000 became $18,056 · $18,656+23.1%

+11.1%5 years · per year$10,000 became $16,924 · $18,388+13.0%

0.15%Expense ratio$15 · $34 a year on $10k · lower is better0.34%

0.93%Trailing 12-mo yield$93 · $132 a year on $10k1.32%

−8.9%Worst dropSmaller is better−6.6%

13.8%VolatilityLower is calmer11.1%

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

1–7PRF wins

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

More Ways to See the Pairs

IWB vs PRF: Top 5 Holdings

Today

IWB

25.6%in top 5

PRF

in top 515.2%

IWBStockPRF

7.3%AAPL4.8%

6.4%NVDAnot top 5

5.8%MSFT3.3%

3.7%AMZN2.4%

2.4%GOOGL2.8%

not top 5BRK-B2.0%

Held in common65.9%

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

IWB vs PRF Returns, Every Period

iSharesIWB

+11.1%

5 years, per year

PRFInvesco

+13.0%

5 years, per year

IWBPRFFaded: behind in that period

0–4PRF wins

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

IWB vs PRF

YTD

iSharesIWB

+11.2%

PRFInvesco

+21.4%

+11.2%Year to date+21.4%

−8.9%Worst drop · 1Y−6.6%

13.8%Volatility · 1Y11.1%

0.9%Yield1.3%

$46.6BAssets$9.9B

4–0PRF wins

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

Cost, Income and Risk

Fees: IWB, PRF, IWF

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

IWF0.18%$18

PRF0.34%$34

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

Yields: IWB, PRF, IWF

1.32%highest, PRF

FundTrailing yieldYield$10k

PRF1.32%$132

IWB0.93%$93

IWF0.38%$38

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

Income After Fees on $10,000

$98most kept, PRF

PRF$132 − $34 = $98

IWB$93 − $15 = $78

IWF$38 − $18 = $20

KeptFee

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

Overlap: IWB, PRF, IWF

Today

65.9%most shared, IWB and PRF

IWBPRFIWF

IWB—65.9%55.0%

PRF65.9%—27.6%

IWF55.0%27.6%—

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

IWBWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

PRFIWB

+21.4%Year to date+11.2%

1.3%Yield0.9%

+26.1%Past year+13.5%

0.34%Fee0.15%

3–1PRF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026