Compare · 2 funds side by side · dividends reinvested

PRFZ and IWB

PRFZInvesco×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

PRFZ and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.3

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.83%+16.8%+18.4%+21.9%+8.2%−10.4%16.9%$2.7B1.8

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: PRFZ 2006 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$14,863

PRFZ

IWB

iShares Russell 1000 ETF · $47.8B$17,090

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

PRFZMeasureIWB

+16.8%Year to dateJan 1 → Nov 3+11.3%

+18.4%1 yearTotal return+11.6%

+21.9%3 years · per year$10,000 became $18,127 · $18,957+23.8%

+8.2%5 years · per year$10,000 became $14,863 · $17,090+11.3%

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

0.83%Trailing 12-mo yield$83 · $92 a year on $10k0.92%

−10.4%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer12.8%

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

2–6IWB wins

End-of-day Nov 3, 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 525.2%

PRFZStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

not top 5AMZN3.3%

not top 5GOOGL2.3%

0.5%PAYCnot top 5

0.5%SNnot top 5

0.4%DOCUnot top 5

0.4%CRGYnot top 5

0.4%CBRLnot top 5

Held in common2.7%

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

PRFZ vs IWB Returns, Every Period

InvescoPRFZ

+8.2%

5 years, per year

IWBiShares

+11.3%

5 years, per year

PRFZIWBFaded: behind in that period

2–2Level

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

PRFZ vs IWB

YTD

InvescoPRFZ

+16.8%

IWBiShares

+11.3%

+16.8%Year to date+11.3%

−10.4%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y12.8%

0.8%Yield0.9%

$2.7BAssets$47.8B

3–1IWB wins

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

Cost, Income and Risk

Fees: PRFZ, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

PRFZ0.36%$36

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

Yields: PRFZ, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

PRFZ0.83%$83

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

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

PRFZ$83 − $36 = $47

KeptFee

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

Overlap: PRFZ, IWB

Today

2.7%most shared, PRFZ and IWB

PRFZIWB

PRFZ—2.7%

IWB2.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%PRFZ, at 16.9% volatility

IWBWorst drop−8.9%12.8% vol

PRFZWorst drop−10.4%16.9% vol

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

Paid More vs Made More

YTD

IWBPRFZ

+11.3%Year to date+16.8%

0.9%Yield0.8%

+11.6%Past year+18.4%

0.15%Fee0.36%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026