Compare · 4 funds side by side · dividends reinvested

PRFZ, IWB, IWF and VUG

PRFZInvesco×IWBiShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,575IWB · best of the four

02 / 04

PRFZ, IWB, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.5

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.86%+13.8%+16.1%+20.1%+7.7%−10.4%17.4%$2.7B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.6

Rank among the four1st → 4thFee, 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: PRFZ 2006 · IWB 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$14,501

PRFZ

IWB

iShares Russell 1000 ETF · $46.6B$16,575

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

PRFZMeasureIWB

+13.8%Year to dateJan 1 → Nov 6+8.5%

+16.1%1 yearTotal return+9.6%

+20.1%3 years · per year$10,000 became $17,336 · $17,966+21.6%

+7.7%5 years · per year$10,000 became $14,501 · $16,575+10.6%

0.36%Expense ratio$36 · $15 a year on $10k · lower is better0.15%

0.86%Trailing 12-mo yield$86 · $95 a year on $10k0.95%

−10.4%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer13.6%

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

2–6IWB wins

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

More Ways to See the Pairs

PRFZ vs IWB: Top 5 Holdings

Today

PRFZ

2.1%in top 5

IWB

in top 525.6%

PRFZStockIWB

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

not top 5AMZN3.6%

not top 5GOOGL2.4%

0.5%SNnot top 5

0.4%PAYCnot top 5

0.4%DOCUnot top 5

0.4%CBRLnot top 5

0.4%HRBnot top 5

Held in common2.7%

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

PRFZ vs IWB Returns, Every Period

InvescoPRFZ

+7.7%

5 years, per year

IWBiShares

+10.6%

5 years, per year

PRFZIWBFaded: behind in that period

2–2Level

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

PRFZ vs IWB

YTD

InvescoPRFZ

+13.8%

IWBiShares

+8.5%

+13.8%Year to date+8.5%

−10.4%Worst drop · 1Y−8.9%

17.4%Volatility · 1Y13.6%

0.9%Yield0.9%

$2.7BAssets$46.6B

2–1IWB wins

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

Cost, Income and Risk

Fees: PRFZ, IWB, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

IWF0.18%$18

PRFZ0.36%$36

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

Yields: PRFZ, IWB, IWF, VUG

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

PRFZ0.86%$86

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

PRFZ$86 − $36 = $50

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: PRFZ, IWB, IWF, VUG

Today

78.0%most shared, IWF and VUG

PRFZIWBIWFVUG

PRFZ—2.7%3.2%1.3%

IWB2.7%—55.6%52.0%

IWF3.2%55.6%—78.0%

VUG1.3%52.0%78.0%—

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

Return vs Bumpiness: 4 ETFs

+16.1%PRFZ, at 17.4% volatility

IWBWorst drop−8.9%13.6% vol

PRFZWorst drop−10.4%17.4% vol

VUGWorst drop−15.1%19.0% 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

IWBPRFZ

+8.5%Year to date+13.8%

0.9%Yield0.9%

+9.6%Past year+16.1%

0.15%Fee0.36%

2–1PRFZ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026