Compare · 2 funds side by side · dividends reinvested

PRF and IWB

PRFInvesco×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,286PRF · best of the two

02 / 04

PRF and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.33%+20.5%+24.2%+24.7%+12.8%−6.6%10.4%$10.1B1.1

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PRF 2005 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $10.1B$18,286

PRF

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 65.2% in common

PRFMeasureIWB

+20.5%Year to dateJan 1 → Nov 3+11.3%

+24.2%1 yearTotal return+11.6%

+24.7%3 years · per year$10,000 became $19,390 · $18,957+23.8%

+12.8%5 years · per year$10,000 became $18,287 · $17,090+11.3%

0.34%Expense ratio$34 · $15 a year on $10k · lower is better0.15%

1.33%Trailing 12-mo yield$133 · $92 a year on $10k0.92%

−6.6%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer12.8%

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

7–1PRF wins

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

More Ways to See the Pairs

PRF vs IWB: Top 5 Holdings

Today

PRF

14.7%in top 5

IWB

in top 525.2%

PRFStockIWB

4.6%AAPL7.1%

not top 5NVDA6.8%

3.1%MSFT5.6%

2.2%AMZN3.3%

2.7%GOOGL2.3%

2.0%XOMnot top 5

Held in common65.2%

End-of-day Nov 3, 2026 · share of each fund

PRF vs IWB Returns, Every Period

InvescoPRF

+12.8%

5 years, per year

IWBiShares

+11.3%

5 years, per year

PRFIWBFaded: behind in that period

4–0PRF wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PRF vs IWB

YTD

InvescoPRF

+20.5%

IWBiShares

+11.3%

+20.5%Year to date+11.3%

−6.6%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y12.8%

1.3%Yield0.9%

$10.1BAssets$47.8B

4–0PRF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRF, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

PRF0.34%$34

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PRF, IWB

1.33%highest, PRF

FundTrailing yieldYield$10k

PRF1.33%$133

IWB0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, PRF

PRF$133 − $34 = $99

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PRF, IWB

Today

65.2%most shared, PRF and IWB

PRFIWB

PRF—65.2%

IWB65.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.2%PRF, at 10.4% volatility

PRFWorst drop−6.6%10.4% vol

IWBWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PRFIWB

+20.5%Year to date+11.3%

1.3%Yield0.9%

+24.2%Past year+11.6%

0.34%Fee0.15%

3–1PRF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026