Compare · 4 funds side by side · dividends reinvested

PRF, DFAC, VOO and VUG

PRFInvesco×DFACDimensional×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,152PRF · best of the four

02 / 04

PRF, DFAC, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.34%+19.2%+23.9%+23.4%+12.7%−6.6%11.0%$10.3B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.5

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$85.7B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PRF 2005 · DFAC 2005 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $10.3B$18,152

PRF

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,526

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

PRFMeasureDFAC

+19.2%Year to dateJan 1 → Nov 5+11.2%

+23.9%1 yearTotal return+14.3%

+23.4%3 years · per year$10,000 became $18,807 · $17,812+21.2%

+12.7%5 years · per year$10,000 became $18,152 · $16,526+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%

11.0%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 5, 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

15.1%in top 5

DFAC

in top 520.5%

PRFStockDFAC

4.7%AAPL5.8%

not top 5NVDA5.1%

3.3%MSFT5.0%

2.7%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 5, 2026 · share of each fund

PRF vs DFAC Returns, Every Period

InvescoPRF

+12.7%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

PRFDFACFaded: behind in that period

4–0PRF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PRF vs VOO

YTD

InvescoPRF

+19.2%

VOOVanguard

+8.4%

+19.2%Year to date+8.4%

−6.6%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.5%

1.3%Yield1.1%

$10.3BAssets$1.00T

4–0PRF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRF, DFAC, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

DFAC0.21%$21

PRF0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PRF, DFAC, VOO, VUG

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

VOO1.10%$110

DFAC0.90%$90

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

PRF$134 − $34 = $100

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PRF, DFAC, VOO, VUG

Today

67.8%most shared, DFAC and VOO

PRFDFACVOOVUG

PRF—65.8%62.1%24.8%

DFAC65.8%—67.8%36.2%

VOO62.1%67.8%—58.2%

VUG24.8%36.2%58.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+23.9%PRF, at 11.0% volatility

PRFWorst drop−6.6%11.0% vol

DFACWorst drop−8.5%12.9% vol

VOOWorst drop−8.9%13.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PRFDFAC

+19.2%Year to date+11.2%

1.3%Yield0.9%

+23.9%Past year+14.3%

0.34%Fee0.21%

3–1PRF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026