Compare · 3 funds side by side · dividends reinvested

PRFZ, SCHD and VUG

PRFZInvesco×SCHDSchwab×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,959 · 2022SCHD$16,267VUG$16,124PRFZ$14,501Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

PRFZ, SCHD and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4
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%$2.7B2.3
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4
Rank among the three1st → 3rdFee, 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 · SCHD 2011 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
Invesco RAFI US 1500 Small-Mid ETF · $2.7B$14,501
PRFZ
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

PRFZMeasureSCHD
+13.8%Year to dateJan 1 → Nov 6+31.4%
+16.1%1 yearTotal return+37.0%
+20.1%3 years · per year$10,000 became $17,336 · $17,266+20.0%
+7.7%5 years · per year$10,000 became $14,501 · $16,267+10.2%
0.36%Expense ratio$36 · $6 a year on $10k · lower is better0.06%
0.86%Trailing 12-mo yield$86 · $300 a year on $10k3.00%
−10.4%Worst dropSmaller is better−6.9%
17.4%VolatilityLower is calmer11.7%
PRFZSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

PRFZ vs SCHD: Top 5 Holdings

Today
2.1%in top 5
in top 521.4%
PRFZStockSCHD
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
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 common1.3%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

PRFZ vs SCHD Returns, Every Period

5Y
InvescoPRFZ
+7.7%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+13.8%+31.4%YTD+16.1%+37.0%1 year+20.1%+20.0%3 yrs · yr+7.7%+10.2%5 yrs · yr
PRFZSCHDFaded: behind in that period
1–3SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: PRFZ vs SCHD

YTD
InvescoPRFZ
+13.8%
SCHDSchwab
+31.4%
Jan 1Nov 6+13.8%+31.4%
+13.8%Year to date+31.4%
−10.4%Worst drop · 1Y−6.9%
17.4%Volatility · 1Y11.7%
0.9%Yield3.0%
$2.7BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: PRFZ, SCHD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
PRFZ0.36%$36
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: PRFZ, SCHD, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
PRFZ0.86%$86
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
PRFZ$86 − $36 = $50
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: PRFZ, SCHD, VUG

Today
1.3%most shared, PRFZ and VUG
PRFZSCHDVUG
PRFZ—1.3%1.3%
SCHD1.3%—0.8%
VUG1.3%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%PRFZ +16.1%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
PRFZWorst drop−10.4%17.4% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+13.8%
+31.4%Year to date+13.8%
3.0%Yield0.9%
+37.0%Past year+16.1%
0.06%Fee0.36%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com