IWB vs PRF

AIWB

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,388PRF · IWB $16,924

Lowest cost0.15%IWB · $15 on $10k

Most income1.32%PRF · $132 on $10k

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

Held in common65.9%IWB and PRF

IWB

PRF

iShares Russell 1000 ETF · $46.6BInvesco RAFI US 1000 ETF · $9.9B

+21.8%3 years · per year$18,056 · $18,656+23.1%

+11.1%5 years · per year$16,924 · $18,388+13.0%

0.15%Expense ratio$15 · $34 on $10k · lower wins0.34%

0.93%12-mo yield$93 · $132 on $10k1.32%

−8.9%Worst dropSmaller wins−6.6%

13.8%VolatilityLower wins11.1%

1–5PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWB · PRF

7.3%AAPL4.8%

5.8%MSFT3.3%

2.4%GOOGL2.8%

3.7%AMZN2.4%

Held in common65.9%

End-of-day Nov 9, 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%	1.32%	+2.1%	+21.4%	+26.1%	+23.1%	+13.0%	−6.6%	$9.9B
2	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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%	1.32%	+2.1%	+21.4%	+26.1%	+23.1%	+13.0%	−6.6%	$9.9B
2	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.93%	+2.4%	+11.2%	+13.5%	+21.8%	+11.1%	−8.9%	$46.6B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWB vs PRF

IWB

iShares Russell 1000

$16,924

PRF

Invesco RAFI US 1000

$18,388

MeasureIWBPRF

Fee0.15%0.34%

Cost on $10k a year$15$34

Yield0.93%1.32%

5 years, per year+11.1%+13.0%

3 years, per year+21.8%+23.1%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.8%11.1%

5–1measures won
PRF first

65.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWB, PRF, IWF

Today

65.9%most shared, IWB and PRF

IWBPRFIWF

IWB—65.9%55.0%

PRF65.9%—27.6%

IWF55.0%27.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$98most kept, PRF

PRF$132 − $34 = $98

IWB$93 − $15 = $78

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee