IVV vs PRF

AIVV

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%PRF · $134 on $10k

Smallest drop−6.6%PRF · worst fall in 1Y

Held in common64.4%IVV and PRF

IVV

PRF

iShares Core S&P 500 ETF · $887BInvesco RAFI US 1000 ETF · $10.1B

+22.1%3 years · per year$18,221 · $18,807+23.4%

+11.4%5 years · per year$17,151 · $18,152+12.7%

0.03%Expense ratio$3 · $34 on $10k · lower wins0.34%

1.14%12-mo yield$114 · $134 on $10k1.34%

−8.9%Worst dropSmaller wins−6.6%

13.6%VolatilityLower wins11.0%

1–5PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PRF

7.7%AAPL4.7%

6.2%MSFT3.3%

2.6%GOOGL2.7%

3.9%AMZN2.4%

Held in common64.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BPRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−3.0%	+19.2%	+23.9%	+23.4%	+12.7%	−6.6%	$10.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BPRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−3.0%	+19.2%	+23.9%	+23.4%	+12.7%	−6.6%	$10.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs PRF

IVV

iShares Core S&P 500

$17,152

PRF

Invesco RAFI US 1000

$18,152

MeasureIVVPRF

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield1.14%1.34%

5 years, per year+11.4%+12.7%

3 years, per year+22.1%+23.4%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.6%11.0%

5–1measures won
PRF first

64.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, PRF, VOO

Today

93.5%most shared, IVV and VOO

IVVPRFVOO

IVV—64.4%93.5%

PRF64.4%—62.1%

VOO93.5%62.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PRF$134 − $34 = $100

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee