Compare · 3 funds side by side · dividends reinvested

PRF, VO and IWF

PRFInvesco×VOVanguard×IWFiShares×

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, VO and IWF, 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%$9.9B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: PRF 2005 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $9.9B$18,118

PRF

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

PRFMeasureVO

+18.8%Year to dateJan 1 → Nov 6+10.6%

+22.8%1 yearTotal return+11.6%

+23.0%3 years · per year$10,000 became $18,620 · $16,701+18.6%

+12.6%5 years · per year$10,000 became $18,118 · $13,590+6.3%

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

1.34%Trailing 12-mo yield$134 · $139 a year on $10k1.39%

−6.6%Worst dropSmaller is better−8.2%

10.9%VolatilityLower is calmer12.9%

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

6–2PRF 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 VO: Top 5 Holdings

Today

PRF

15.2%in top 5

in top 55.3%

PRFStockVO

4.8%AAPLnot top 5

3.3%MSFTnot top 5

2.8%GOOGLnot top 5

2.4%AMZNnot top 5

2.0%BRK-Bnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common21.9%

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

PRF vs VO Returns, Every Period

InvescoPRF

+12.6%

5 years, per year

VOVanguard

+6.3%

5 years, per year

PRFVOFaded: behind in that period

4–0PRF wins

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

PRF vs VO

YTD

InvescoPRF

+18.8%

VOVanguard

+10.6%

+18.8%Year to date+10.6%

−6.6%Worst drop · 1Y−8.2%

10.9%Volatility · 1Y12.9%

1.3%Yield1.4%

$9.9BAssets$103B

3–1PRF wins

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

Cost, Income and Risk

Fees: PRF, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

PRF0.34%$34

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

Yields: PRF, VO, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

PRF1.34%$134

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

PRF$134 − $34 = $100

IWF$39 − $18 = $21

KeptFee

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

Overlap: PRF, VO, IWF

Today

27.5%most shared, PRF and IWF

PRFVOIWF

PRF—21.9%27.5%

VO21.9%—9.2%

IWF27.5%9.2%—

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

VOWorst drop−8.2%12.9% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VOPRF

+10.6%Year to date+18.8%

1.4%Yield1.3%

+11.6%Past year+22.8%

0.03%Fee0.34%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026