Compare · 4 funds side by side · dividends reinvested

PRF, DFAC, VOO and IWF

PRFInvesco×DFACDimensional×VOOVanguard×IWFiShares×

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

02 / 04

PRF, DFAC, VOO 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%$9.9B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.8

Rank among the four1st → 4thFee, 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: PRF 2005 · DFAC 2005 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

PRF

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 65.8% in common

PRFMeasureDFAC

+21.4%Year to dateJan 1 → Nov 9+14.1%

+26.1%1 yearTotal return+17.7%

+23.1%3 years · per year$10,000 became $18,656 · $17,787+21.2%

+13.0%5 years · per year$10,000 became $18,388 · $16,820+11.0%

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

1.32%Trailing 12-mo yield$132 · $88 a year on $10k0.88%

−6.6%Worst dropSmaller is better−8.5%

11.1%VolatilityLower is calmer13.1%

PRFDFAC 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 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 5NVDA4.9%

2.8%GOOGLnot top 5

2.4%AMZN2.7%

2.0%BRK-Bnot top 5

not top 5META1.9%

Held in common65.8%

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

PRF vs DFAC Returns, Every Period

InvescoPRF

+13.0%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

PRFDFACFaded: 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 VOO

YTD

InvescoPRF

+21.4%

VOOVanguard

+11.3%

+21.4%Year to date+11.3%

−6.6%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.7%

1.3%Yield1.1%

$9.9BAssets$1.00T

4–0PRF wins

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

Cost, Income and Risk

Fees: PRF, DFAC, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

DFAC0.21%$21

PRF0.34%$34

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

Yields: PRF, DFAC, VOO, IWF

1.32%highest, PRF

FundTrailing yieldYield$10k

PRF1.32%$132

VOO1.07%$107

DFAC0.88%$88

IWF0.38%$38

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

PRF$132 − $34 = $98

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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

Overlap: PRF, DFAC, VOO, IWF

Today

67.4%most shared, DFAC and VOO

PRFDFACVOOIWF

PRF—65.8%61.9%27.6%

DFAC65.8%—67.4%40.3%

VOO61.9%67.4%—59.3%

IWF27.6%40.3%59.3%—

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

Return vs Bumpiness: 4 ETFs

+26.1%PRF, at 11.1% volatility

PRFWorst drop−6.6%11.1% vol

DFACWorst drop−8.5%13.1% vol

VOOWorst drop−8.9%13.7% 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

PRFDFAC

+21.4%Year to date+14.1%

1.3%Yield0.9%

+26.1%Past year+17.7%

0.34%Fee0.21%

3–1PRF wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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