Compare · 3 funds side by side · dividends reinvested

PRF, SCHB and IWF

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, SCHB and IWF, 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%$10.1B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.9

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 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $10.1B$18,152

PRF

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 65.3% in common

PRFMeasureSCHB

+19.2%Year to dateJan 1 → Nov 5+8.4%

+23.9%1 yearTotal return+9.8%

+23.4%3 years · per year$10,000 became $18,807 · $18,100+21.9%

+12.7%5 years · per year$10,000 became $18,152 · $16,348+10.3%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

1.34%Trailing 12-mo yield$134 · $109 a year on $10k1.09%

−6.6%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.8%

PRFSCHB 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 SCHB: Top 5 Holdings

Today

PRF

15.1%in top 5

SCHB

in top 524.8%

PRFStockSCHB

4.7%AAPL6.9%

not top 5NVDA6.5%

3.3%MSFT5.6%

2.4%AMZN3.5%

2.7%GOOGL2.3%

2.0%BRK-Bnot top 5

Held in common65.3%

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

PRF vs SCHB Returns, Every Period

InvescoPRF

+12.7%

5 years, per year

SCHBSchwab

+10.3%

5 years, per year

PRFSCHBFaded: behind in that period

4–0PRF wins

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

PRF vs SCHB

YTD

InvescoPRF

+19.2%

SCHBSchwab

+8.4%

+19.2%Year to date+8.4%

−6.6%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.8%

1.3%Yield1.1%

$10.1BAssets$44.9B

4–0PRF wins

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

Cost, Income and Risk

Fees: PRF, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

PRF0.34%$34

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

Yields: PRF, SCHB, IWF

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

SCHB1.09%$109

IWF0.39%$39

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

PRF$134 − $34 = $100

IWF$39 − $18 = $21

KeptFee

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

Overlap: PRF, SCHB, IWF

Today

65.3%most shared, PRF and SCHB

PRFSCHBIWF

PRF—65.3%27.7%

SCHB65.3%—53.3%

IWF27.7%53.3%—

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

SCHBWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

PRFSCHB

+19.2%Year to date+8.4%

1.3%Yield1.1%

+23.9%Past year+9.8%

0.34%Fee0.03%

3–1PRF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

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$62.5B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026