Compare · 2 funds side by side · dividends reinvested

PRFZ and SCHB

PRFZInvesco×SCHBSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,545SCHB · best of the two

Story of the two · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the two · RiskSmallest drop

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%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.5B1.3

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.84%+15.9%+17.4%+19.3%+7.3%−10.4%17.6%$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 12, 2026 · returns include dividends · since: PRFZ 2006 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$14,255

PRFZ

SCHB

Schwab U.S. Broad Market ETF · $44.5B$16,545

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

PRFZMeasureSCHB

+15.9%

More Ways to See the Pairs

PRFZ vs SCHB: Top 5 Holdings

Today

PRFZ

2.1%in top 5

SCHB

in top 523.9%

PRFZStockSCHB

not top 5AAPL7.0%

not top 5NVDA5.7%

not top 5MSFT5.3%

not top 5AMZN3.5%

not top 5GOOGL

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 12, 2026 · fee on $10,000 a year

Yields: PRFZ, SCHB

1Y

1.06%highest, SCHB

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+11.9%

+17.4%1 yearTotal return+12.0%

+19.3%3 years · per year$10,000 became $16,976 · $17,887+21.4%

+7.3%5 years · per year$10,000 became $14,255 · $16,545+10.6%

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

0.84%Trailing 12-mo yield$84 · $106 a year on $10k1.06%

−10.4%Worst dropSmaller is better−8.9%

17.6%VolatilityLower is calmer14.0%

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

2–6SCHB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.3%

0.5%SNnot top 5

0.4%DOCUnot top 5

0.4%PAYCnot top 5

0.4%ROIVnot top 5

0.4%IRDMnot top 5

Held in common5.1%

End-of-day Nov 12, 2026 · share of each fund

PRFZ vs SCHB Returns, Every Period

5Y

InvescoPRFZ

+7.3%

5 years, per year

SCHBSchwab

+10.6%

5 years, per year

PRFZSCHBFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

PRFZ vs SCHB

YTD

InvescoPRFZ

+15.9%

SCHBSchwab

+11.9%

+15.9%Year to date+11.9%

−10.4%Worst drop · 1Y−8.9%

17.6%Volatility · 1Y14.0%

0.8%Yield1.1%

$2.7BAssets$44.5B

3–1SCHB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHB1.06%$106

PRFZ0.84%$84

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

PRFZ$84 − $36 = $48

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PRFZ, SCHB

Today

5.1%most shared, PRFZ and SCHB

PRFZSCHB

PRFZ—5.1%

SCHB5.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.4%PRFZ, at 17.6% volatility

SCHBWorst drop−8.9%14.0% vol

PRFZWorst drop−10.4%17.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBPRFZ

+11.9%Year to date+15.9%

1.1%Yield0.8%

+12.0%Past year+17.4%

0.03%Fee0.36%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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PRFZ and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two