IWB vs PRF

AIWB

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,118PRF · IWB $16,575

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common65.5%IWB and PRF

IWB

PRF

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

+21.6%3 years · per year$17,966 · $18,620+23.0%

+10.6%5 years · per year$16,575 · $18,118+12.6%

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

0.95%12-mo yield$95 · $134 on $10k1.34%

−8.9%Worst dropSmaller wins−6.6%

13.6%VolatilityLower wins10.9%

1–5PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWB · PRF

7.1%AAPL4.8%

5.8%MSFT3.3%

3.6%AMZN2.4%

2.4%GOOGL2.8%

Held in common65.5%

End-of-day Nov 6, 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%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$9.9B
2	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$9.9B
2	AIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,575

PRF

Invesco RAFI US 1000

$18,118

MeasureIWBPRF

Fee0.15%0.34%

Cost on $10k a year$15$34

Yield0.95%1.34%

5 years, per year+10.6%+12.6%

3 years, per year+21.6%+23.0%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.6%10.9%

5–1measures won
PRF first

65.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWB, PRF, VUG

Today

65.5%most shared, IWB and PRF

IWBPRFVUG

IWB—65.5%52.0%

PRF65.5%—24.6%

VUG52.0%24.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, PRF

PRF$134 − $34 = $100

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee