Compare · 2 funds side by side · dividends reinvested

PRF and SCHB

PRFInvesco×SCHBSchwab×

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 SCHB, 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

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.9

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 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.0B$16,894

SCHB

PRF

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

$10,000 five years ago, dividends reinvested · they hold 65.0% in common

SCHBMeasurePRF

+11.6%Year to dateJan 1 → Nov 3+20.5%

+11.7%1 yearTotal return+24.2%

+23.8%3 years · per year$10,000 became $18,993 · $19,390+24.7%

+11.1%5 years · per year$10,000 became $16,894 · $18,287+12.8%

0.03%Expense ratio$3 · $34 a year on $10k · lower is better0.34%

1.06%Trailing 12-mo yield$106 · $133 a year on $10k1.33%

−8.9%Worst dropSmaller is better−6.6%

13.1%VolatilityLower is calmer10.4%

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

1–7PRF wins

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

More Ways to See the Pairs

SCHB vs PRF: Top 5 Holdings

Today

SCHB

24.2%in top 5

PRF

in top 514.7%

SCHBStockPRF

6.8%AAPL4.6%

6.7%NVDAnot top 5

5.2%MSFT3.1%

3.3%AMZN2.2%

2.2%GOOGL2.7%

not top 5XOM2.0%

Held in common65.0%

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

SCHB vs PRF Returns, Every Period

SchwabSCHB

+11.1%

5 years, per year

PRFInvesco

+12.8%

5 years, per year

SCHBPRFFaded: behind in that period

0–4PRF wins

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

SCHB vs PRF

YTD

SchwabSCHB

+11.6%

PRFInvesco

+20.5%

+11.6%Year to date+20.5%

−8.9%Worst drop · 1Y−6.6%

13.1%Volatility · 1Y10.4%

1.1%Yield1.3%

$44.0BAssets$10.1B

4–0PRF wins

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

Cost, Income and Risk

Fees: PRF, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

PRF0.34%$34

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

Yields: PRF, SCHB

1.33%highest, PRF

FundTrailing yieldYield$10k

PRF1.33%$133

SCHB1.06%$106

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

PRF$133 − $34 = $99

KeptFee

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

Overlap: PRF, SCHB

Today

65.0%most shared, PRF and SCHB

PRFSCHB

PRF—65.0%

SCHB65.0%—

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

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

PRFSCHB

+20.5%Year to date+11.6%

1.3%Yield1.1%

+24.2%Past year+11.7%

0.34%Fee0.03%

3–1PRF wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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