Compare · 2 funds side by side · dividends reinvested

SCHB and PRF

SCHBSchwab×PRFInvesco×

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$18,310PRF · best of the two

Story of the two · IncomeMost incomePRF · 1.31% · $131 a year on $10k

Story of the two · RiskSmallest drop

SCHB and PRF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.31%+21.8%+24.1%+22.9%+12.9%−6.6%11.1%$10.1B1.1

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%$44.1B1.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: SCHB 2009 · PRF 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco RAFI US 1000 ETF · $10.1B$18,310

PRF

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,545

$10,000 five years ago, dividends reinvested · they hold 65.4% in common

PRFMeasureSCHB

+21.8%

More Ways to See the Pairs

PRF vs SCHB: Top 5 Holdings

Today

PRF

15.1%in top 5

SCHB

in top 523.9%

PRFStockSCHB

4.8%AAPL7.0%

not top 5NVDA5.7%

3.1%MSFT5.3%

2.4%AMZN3.5%

2.8%GOOGL

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 12, 2026 · fee on $10,000 a year

Yields: SCHB, PRF

1Y

1.31%highest, PRF

FundTrailing yieldYield

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$96.5B

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%

+24.1%1 yearTotal return+12.0%

+22.9%3 years · per year$10,000 became $18,580 · $17,887+21.4%

+12.9%5 years · per year$10,000 became $18,310 · $16,545+10.6%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

1.31%Trailing 12-mo yield$131 · $106 a year on $10k1.06%

−6.6%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer14.0%

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

7–1PRF wins

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

2.3%

2.0%BRK-Bnot top 5

Held in common65.4%

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

PRF vs SCHB Returns, Every Period

5Y

InvescoPRF

+12.9%

5 years, per year

SCHBSchwab

+10.6%

5 years, per year

PRFSCHBFaded: behind in that period

4–0PRF wins

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

PRF vs SCHB

YTD

InvescoPRF

+21.8%

SCHBSchwab

+11.9%

+21.8%Year to date+11.9%

−6.6%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y14.0%

1.3%Yield1.1%

$10.1BAssets$44.1B

4–0PRF wins

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

$10k

PRF1.31%$131

SCHB1.06%$106

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

PRF$131 − $34 = $97

KeptFee

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

Overlap: SCHB, PRF

Today

65.4%most shared, SCHB and PRF

SCHBPRF

SCHB—65.4%

PRF65.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+24.1%PRF, at 11.1% volatility

PRFWorst drop−6.6%11.1% vol

SCHBWorst drop−8.9%14.0% vol

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

Paid More vs Made More

YTD

PRFSCHB

+21.8%Year to date+11.9%

1.3%Yield1.1%

+24.1%Past year+12.0%

0.34%Fee0.03%

3–1PRF wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SCHB and PRF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two