Compare · 3 funds side by side · dividends reinvested

PRF, DFAC and IJH

PRFInvesco×DFACDimensional×IJHiShares×

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

02 / 04

PRF, DFAC and IJH, 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%$10.3B1.3

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.6B2.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.6

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: PRF 2005 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $10.3B$18,118

PRF

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,525

$10,000 five years ago, dividends reinvested · they hold 66.0% in common

PRFMeasureDFAC

+18.8%Year to dateJan 1 → Nov 6+11.4%

+22.8%1 yearTotal return+13.8%

+23.0%3 years · per year$10,000 became $18,620 · $17,722+21.0%

+12.6%5 years · per year$10,000 became $18,118 · $16,525+10.6%

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

1.34%Trailing 12-mo yield$134 · $90 a year on $10k0.90%

−6.6%Worst dropSmaller is better−8.5%

10.9%VolatilityLower is calmer12.9%

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

7–1PRF wins

End-of-day Nov 6, 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

15.2%in top 5

DFAC

in top 520.4%

PRFStockDFAC

4.8%AAPL5.9%

3.3%MSFT5.0%

not top 5NVDA4.8%

2.8%GOOGLnot top 5

2.4%AMZN2.7%

2.0%BRK-Bnot top 5

not top 5META1.9%

Held in common66.0%

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

PRF vs DFAC Returns, Every Period

InvescoPRF

+12.6%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

PRFDFACFaded: behind in that period

4–0PRF wins

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

PRF vs IJH

YTD

InvescoPRF

+18.8%

IJHiShares

+9.5%

+18.8%Year to date+9.5%

−6.6%Worst drop · 1Y−8.8%

10.9%Volatility · 1Y15.5%

1.3%Yield1.3%

$10.3BAssets$121B

3–0PRF wins

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

Cost, Income and Risk

Fees: PRF, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

PRF0.34%$34

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

Yields: PRF, DFAC, IJH

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

IJH1.25%$125

DFAC0.90%$90

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

PRF$134 − $34 = $100

DFAC$90 − $21 = $69

KeptFee

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

Overlap: PRF, DFAC, IJH

Today

66.0%most shared, PRF and DFAC

PRFDFACIJH

PRF—66.0%6.8%

DFAC66.0%—11.4%

IJH6.8%11.4%—

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

DFACWorst drop−8.5%12.9% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

PRFDFAC

+18.8%Year to date+11.4%

1.3%Yield0.9%

+22.8%Past year+13.8%

0.34%Fee0.21%

3–1PRF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026