Compare · 3 funds side by side · dividends reinvested

PRF, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118PRF · best of the three

02 / 04

PRF, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.34%+18.8%+22.8%+23.0%+12.6%−6.6%10.9%$10.3B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PRF 2005 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $10.3B$18,118

PRF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 64.8% in common

PRFMeasureSPYM

+18.8%Year to dateJan 1 → Nov 6+8.8%

+22.8%1 yearTotal return+9.8%

+23.0%3 years · per year$10,000 became $18,620 · $18,082+21.8%

+12.6%5 years · per year$10,000 became $18,118 · $17,192+11.4%

0.34%Expense ratio$34 · $2 a year on $10k · lower is better0.02%

1.34%Trailing 12-mo yield$134 · $105 a year on $10k1.05%

−6.6%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer13.6%

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

7–1PRF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRF vs SPYM: Top 5 Holdings

Today

PRF

15.2%in top 5

SPYM

in top 527.8%

PRFStockSPYM

4.8%AAPL7.9%

not top 5NVDA6.9%

3.3%MSFT6.3%

2.4%AMZN4.0%

2.8%GOOGL2.6%

2.0%BRK-Bnot top 5

Held in common64.8%

End-of-day Nov 6, 2026 · share of each fund

PRF vs SPYM Returns, Every Period

InvescoPRF

+12.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PRFSPYMFaded: behind in that period

4–0PRF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PRF vs IVV

YTD

InvescoPRF

+18.8%

IVViShares

+8.7%

+18.8%Year to date+8.7%

−6.6%Worst drop · 1Y−8.9%

10.9%Volatility · 1Y13.6%

1.3%Yield1.1%

$10.3BAssets$850B

4–0PRF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRF, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PRF0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PRF, SPYM, IVV

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

PRF$134 − $34 = $100

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PRF, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

PRFSPYMIVV

PRF—64.8%64.8%

SPYM64.8%—99.9%

IVV64.8%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.8%PRF, at 10.9% volatility

PRFWorst drop−6.6%10.9% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PRFSPYM

+18.8%Year to date+8.8%

1.3%Yield1.1%

+22.8%Past year+9.8%

0.34%Fee0.02%

3–1PRF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026