Compare · 2 funds side by side · dividends reinvested

PRFZ and SCHB

PRFZInvesco×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

PRFZ and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.3

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 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

PRFZ

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

PRFZMeasureSCHB

+16.8%Year to dateJan 1 → Nov 3+11.6%

+18.4%1 yearTotal return+11.7%

+21.9%3 years · per year$10,000 became $18,127 · $18,993+23.8%

+8.2%5 years · per year$10,000 became $14,863 · $16,894+11.1%

0.36%Expense ratio$36 · $3 a year on $10k · lower is better0.03%

0.83%Trailing 12-mo yield$83 · $106 a year on $10k1.06%

−10.4%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer13.1%

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

2–6SCHB 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 SCHB: Top 5 Holdings

Today

PRFZ

2.1%in top 5

SCHB

in top 524.2%

PRFZStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

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 common5.0%

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

PRFZ vs SCHB Returns, Every Period

InvescoPRFZ

+8.2%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

PRFZSCHBFaded: behind in that period

2–2Level

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

PRFZ vs SCHB

YTD

InvescoPRFZ

+16.8%

SCHBSchwab

+11.6%

+16.8%Year to date+11.6%

−10.4%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y13.1%

0.8%Yield1.1%

$2.7BAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: PRFZ, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

PRFZ0.36%$36

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

Yields: PRFZ, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

PRFZ0.83%$83

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

PRFZ$83 − $36 = $47

KeptFee

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

Overlap: PRFZ, SCHB

Today

5.0%most shared, PRFZ and SCHB

PRFZSCHB

PRFZ—5.0%

SCHB5.0%—

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

SCHBWorst drop−8.9%13.1% 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

SCHBPRFZ

+11.6%Year to date+16.8%

1.1%Yield0.8%

+11.7%Past year+18.4%

0.03%Fee0.36%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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