Compare · 2 funds side by side · dividends reinvested

PRFZ and SCHD

PRFZInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

PRFZ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.82%+18.4%+20.3%+22.2%+9.0%−10.4%16.9%$2.7B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PRFZ 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$15,353

PRFZ

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

PRFZMeasureSCHD

+18.4%Year to dateJan 1 → Nov 4+35.3%

+20.3%1 yearTotal return+41.6%

+22.2%3 years · per year$10,000 became $18,261 · $17,908+21.4%

+9.0%5 years · per year$10,000 became $15,353 · $16,881+11.0%

0.36%Expense ratio$36 · $6 a year on $10k · lower is better0.06%

0.82%Trailing 12-mo yield$82 · $291 a year on $10k2.91%

−10.4%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRFZ vs SCHD: Top 5 Holdings

Today

PRFZ

2.1%in top 5

SCHD

in top 521.6%

PRFZStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

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 common1.2%

End-of-day Nov 4, 2026 · share of each fund

PRFZ vs SCHD Returns, Every Period

InvescoPRFZ

+9.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PRFZSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PRFZ vs SCHD

YTD

InvescoPRFZ

+18.4%

SCHDSchwab

+35.3%

+18.4%Year to date+35.3%

−10.4%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.5%

0.8%Yield2.9%

$2.7BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRFZ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PRFZ0.36%$36

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PRFZ, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

PRFZ0.82%$82

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

PRFZ$82 − $36 = $46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PRFZ, SCHD

Today

1.2%most shared, PRFZ and SCHD

PRFZSCHD

PRFZ—1.2%

SCHD1.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

PRFZWorst drop−10.4%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPRFZ

+35.3%Year to date+18.4%

2.9%Yield0.8%

+41.6%Past year+20.3%

0.06%Fee0.36%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026