Compare · 3 funds side by side · dividends reinvested

SCHD, PRF and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,331PRF · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SCHD, PRF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.31%+22.3%+25.5%+23.1%+12.9%−6.6%11.1%$10.1B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · PRF 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,418

SCHD

PRF

Invesco RAFI US 1000 ETF · $10.1B$18,331

$10,000 five years ago, dividends reinvested · they hold 14.8% in common

SCHDMeasure

More Ways to See the Pairs

SCHD vs PRF: Top 5 Holdings

Today

SCHD

21.7%in top 5

PRF

in top 515.2%

SCHDStockPRF

not top 5AAPL4.8%

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

Cost, Income and Risk

Fees: SCHD, PRF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

PRF0.34%$34

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHD, PRF, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

PRF

+34.6%Year to dateJan 1 → Nov 11+22.3%

+39.3%1 yearTotal return+25.5%

+19.9%3 years · per year$10,000 became $17,234 · $18,632+23.1%

+10.4%5 years · per year$10,000 became $16,418 · $18,331+12.9%

0.06%Expense ratio$6 · $34 a year on $10k · lower is better0.34%

2.93%Trailing 12-mo yield$293 · $131 a year on $10k1.31%

−6.9%Worst dropSmaller is better−6.6%

11.8%VolatilityLower is calmer11.1%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%AMGNnot top 5

not top 5MSFT3.2%

not top 5GOOGL2.8%

not top 5AMZN2.4%

not top 5BRK-B2.0%

Held in common14.8%

End-of-day Nov 11, 2026 · share of each fund

SCHD vs PRF Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

PRFInvesco

+12.9%

5 years, per year

SCHDPRFFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs PRF

YTD

SchwabSCHD

+34.6%

PRFInvesco

+22.3%

+34.6%Year to date+22.3%

−6.9%Worst drop · 1Y−6.6%

11.8%Volatility · 1Y11.1%

2.9%Yield1.3%

$123BAssets$10.1B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

PRF1.31%$131

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

PRF$131 − $34 = $97

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, PRF, VUG

Today

24.9%most shared, PRF and VUG

SCHDPRFVUG

SCHD—14.8%0.8%

PRF14.8%—24.9%

VUG0.8%24.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

PRFWorst drop−6.6%11.1% vol

SCHDWorst drop−6.9%11.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPRF

+34.6%Year to date+22.3%

2.9%Yield1.3%

+39.3%Past year+25.5%

0.06%Fee0.34%

4–0SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SCHD, PRF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three