Compare · 3 funds side by side · dividends reinvested

PRF, VUG 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, VUG 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%$10.3B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.8

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

PRF

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

PRFMeasureVUG

+19.2%Year to dateJan 1 → Nov 5+0.5%

+23.9%1 yearTotal return−0.6%

+23.4%3 years · per year$10,000 became $18,807 · $18,532+22.8%

+12.7%5 years · per year$10,000 became $18,152 · $16,052+9.9%

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

1.34%Trailing 12-mo yield$134 · $43 a year on $10k0.43%

−6.6%Worst dropSmaller is better−15.1%

11.0%VolatilityLower is calmer19.0%

PRFVUG 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 VUG: Top 5 Holdings

Today

PRF

15.1%in top 5

VUG

in top 545.2%

PRFStockVUG

not top 5NVDA13.5%

4.7%AAPL12.5%

3.3%MSFT9.7%

2.7%GOOGL5.2%

not top 5AVGO4.3%

2.4%AMZNnot top 5

2.0%BRK-Bnot top 5

Held in common24.8%

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

PRF vs VUG Returns, Every Period

InvescoPRF

+12.7%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

PRFVUGFaded: behind in that period

4–0PRF wins

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

PRF vs VUG

YTD

InvescoPRF

+19.2%

VUGVanguard

+0.5%

+19.2%Year to date+0.5%

−6.6%Worst drop · 1Y−15.1%

11.0%Volatility · 1Y19.0%

1.3%Yield0.4%

$10.3BAssets$233B

4–0PRF wins

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

Cost, Income and Risk

Fees: PRF, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

PRF0.34%$34

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

Yields: PRF, VUG, IWF

1.34%highest, PRF

FundTrailing yieldYield$10k

PRF1.34%$134

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$100most kept, PRF

PRF$134 − $34 = $100

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: PRF, VUG, IWF

Today

78.0%most shared, VUG and IWF

PRFVUGIWF

PRF—24.8%27.7%

VUG24.8%—78.0%

IWF27.7%78.0%—

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

VUGWorst drop−15.1%19.0% 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

PRFVUG

+19.2%Year to date+0.5%

1.3%Yield0.4%

+23.9%Past year−0.6%

0.34%Fee0.03%

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