Compare · 2 funds side by side · dividends reinvested

SCHB and PRF

SCHBSchwab×PRFInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,909PRF · best of the two

02 / 04

SCHB and PRF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.30%+22.9%+26.8%+25.0%+13.6%−6.6%10.5%$10.1B1.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.9

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: SCHB 2009 · PRF 2005

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.9B$17,270

SCHB

PRF

Invesco RAFI US 1000 ETF · $10.1B$18,909

$10,000 five years ago, dividends reinvested · they hold 65.3% in common

SCHBMeasurePRF

+13.3%Year to dateJan 1 → Nov 4+22.9%

+13.3%1 yearTotal return+26.8%

+24.0%3 years · per year$10,000 became $19,056 · $19,531+25.0%

+11.5%5 years · per year$10,000 became $17,270 · $18,909+13.6%

0.03%Expense ratio$3 · $34 a year on $10k · lower is better0.34%

1.04%Trailing 12-mo yield$104 · $130 a year on $10k1.30%

−8.9%Worst dropSmaller is better−6.6%

13.1%VolatilityLower is calmer10.5%

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

1–7PRF wins

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

More Ways to See the Pairs

SCHB vs PRF: Top 5 Holdings

Today

SCHB

24.8%in top 5

PRF

in top 515.1%

SCHBStockPRF

6.9%AAPL4.7%

6.5%NVDAnot top 5

5.6%MSFT3.3%

3.5%AMZN2.4%

2.3%GOOGL2.7%

not top 5BRK-B2.0%

Held in common65.3%

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

SCHB vs PRF Returns, Every Period

SchwabSCHB

+11.5%

5 years, per year

PRFInvesco

+13.6%

5 years, per year

SCHBPRFFaded: behind in that period

0–4PRF wins

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

SCHB vs PRF

YTD

SchwabSCHB

+13.3%

PRFInvesco

+22.9%

+13.3%Year to date+22.9%

−8.9%Worst drop · 1Y−6.6%

13.1%Volatility · 1Y10.5%

1.0%Yield1.3%

$44.9BAssets$10.1B

4–0PRF wins

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

Cost, Income and Risk

Fees: SCHB, PRF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

PRF0.34%$34

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

Yields: SCHB, PRF

1.30%highest, PRF

FundTrailing yieldYield$10k

PRF1.30%$130

SCHB1.04%$104

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

PRF$130 − $34 = $96

KeptFee

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

Overlap: SCHB, PRF

Today

65.3%most shared, SCHB and PRF

SCHBPRF

SCHB—65.3%

PRF65.3%—

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

Return vs Bumpiness: 2 ETFs

+26.8%PRF, at 10.5% volatility

PRFWorst drop−6.6%10.5% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

PRFSCHB

+22.9%Year to date+13.3%

1.3%Yield1.0%

+26.8%Past year+13.3%

0.34%Fee0.03%

3–1PRF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026