Compare · 3 funds side by side · dividends reinvested

IWB, PRF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118PRF · best of the three

02 / 04

IWB, PRF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.34%+18.8%+22.8%+23.0%+12.6%−6.6%10.9%$9.9B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: IWB 2000 · PRF 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,575

IWB

PRF

Invesco RAFI US 1000 ETF · $9.9B$18,118

$10,000 five years ago, dividends reinvested · they hold 65.5% in common

IWBMeasurePRF

+8.5%Year to dateJan 1 → Nov 6+18.8%

+9.6%1 yearTotal return+22.8%

+21.6%3 years · per year$10,000 became $17,966 · $18,620+23.0%

+10.6%5 years · per year$10,000 became $16,575 · $18,118+12.6%

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

0.95%Trailing 12-mo yield$95 · $134 a year on $10k1.34%

−8.9%Worst dropSmaller is better−6.6%

13.6%VolatilityLower is calmer10.9%

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

1–7PRF wins

End-of-day Nov 6, 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

7.1%AAPL4.8%

6.6%NVDAnot top 5

5.8%MSFT3.3%

3.6%AMZN2.4%

2.4%GOOGL2.8%

not top 5BRK-B2.0%

Held in common65.5%

End-of-day Nov 6, 2026 · share of each fund

IWB vs PRF Returns, Every Period

iSharesIWB

+10.6%

5 years, per year

PRFInvesco

+12.6%

5 years, per year

IWBPRFFaded: behind in that period

0–4PRF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWB vs PRF

YTD

iSharesIWB

+8.5%

PRFInvesco

+18.8%

+8.5%Year to date+18.8%

−8.9%Worst drop · 1Y−6.6%

13.6%Volatility · 1Y10.9%

0.9%Yield1.3%

$46.6BAssets$9.9B

4–0PRF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, PRF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

PRF0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWB, PRF, VUG

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

IWB0.95%$95

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$100most kept, PRF

PRF$134 − $34 = $100

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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

Overlap: IWB, PRF, VUG

Today

65.5%most shared, IWB and PRF

IWBPRFVUG

IWB—65.5%52.0%

PRF65.5%—24.6%

VUG52.0%24.6%—

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

Return vs Bumpiness: 3 ETFs

+22.8%PRF, at 10.9% volatility

PRFWorst drop−6.6%10.9% vol

IWBWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PRFIWB

+18.8%Year to date+8.5%

1.3%Yield0.9%

+22.8%Past year+9.6%

0.34%Fee0.15%

3–1PRF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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