Compare · 3 funds side by side · dividends reinvested

PRF, IWB and VUG

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

02 / 04

PRF, IWB 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%$10.3B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$46.4B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−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 5, 2026 · returns include dividends · since: PRF 2005 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

PRF

IWB

iShares Russell 1000 ETF · $46.4B$16,543

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

PRFMeasureIWB

+19.2%Year to dateJan 1 → Nov 5+8.1%

+23.9%1 yearTotal return+9.6%

+23.4%3 years · per year$10,000 became $18,807 · $18,083+21.8%

+12.7%5 years · per year$10,000 became $18,152 · $16,543+10.6%

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

1.34%Trailing 12-mo yield$134 · $95 a year on $10k0.95%

−6.6%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.6%

PRFIWB 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 IWB: Top 5 Holdings

Today

PRF

15.1%in top 5

IWB

in top 525.6%

PRFStockIWB

4.7%AAPL7.1%

not top 5NVDA6.6%

3.3%MSFT5.8%

2.4%AMZN3.6%

2.7%GOOGL2.4%

2.0%BRK-Bnot top 5

Held in common65.8%

End-of-day Nov 5, 2026 · share of each fund

PRF vs IWB Returns, Every Period

InvescoPRF

+12.7%

5 years, per year

IWBiShares

+10.6%

5 years, per year

PRFIWBFaded: behind in that period

4–0PRF wins

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

PRF vs IWB

YTD

InvescoPRF

+19.2%

IWBiShares

+8.1%

+19.2%Year to date+8.1%

−6.6%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.6%

1.3%Yield1.0%

$10.3BAssets$46.4B

4–0PRF wins

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

Cost, Income and Risk

Fees: PRF, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

PRF0.34%$34

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

Yields: PRF, IWB, VUG

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

IWB0.95%$95

VUG0.43%$43

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

Income After Fees on $10,000

$100most kept, PRF

PRF$134 − $34 = $100

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

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

Overlap: PRF, IWB, VUG

Today

65.8%most shared, PRF and IWB

PRFIWBVUG

PRF—65.8%24.8%

IWB65.8%—52.0%

VUG24.8%52.0%—

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

Return vs Bumpiness: 3 ETFs

+23.9%PRF, at 11.0% volatility

PRFWorst drop−6.6%11.0% vol

IWBWorst drop−8.9%13.6% 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

PRFIWB

+19.2%Year to date+8.1%

1.3%Yield1.0%

+23.9%Past year+9.6%

0.34%Fee0.15%

3–1PRF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026