PFRX vs IWB5YPFRXPFRXAvsBIWBIWBPutnam Focused U.S. Research ETF · $521MiShares Russell 1000 ETF · $48.0BReturns · dividends in[…]3 years · per year[…] · $17,800+21.2%[…]5 years · per year[…] · $16,664+10.8%Cost and income0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%0.00%12-mo yield$0 · $92 on $10k0.92%Risk · 1 year
Overlap: PFRX, IWB, VUGToday51.8%most shared, IWB and VUGPFRXIWBVUGPFRX—42.3%48.2%IWB42.3%—51.8%VUG48.2%51.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PFRX vs IWB5YAPFRXPutnam Focused U.S. Research[…]vsIWBBiShares Russell 1000$16,664MeasurePFRXIWBFee0.35%0.15%Cost on $10k a year$35$15Yield0.00%0.92%5 years, per year[…]+10.8%3 years, per year[…]+21.2%Worst drop · 1Y[…]−8.9%Volatility · 1Y[…]13.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.3%+11.3%+21.2%+10.8%−8.9%$48.0B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$221.0B3APFRXPutnam Focused U.S. Research ETFReadDesk0.35%0.00%−0.6%newnewnewnew[…]$521MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.3%+11.3%+21.2%+10.8%−8.9%$48.0B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$221.0B3APFRXPutnam Focused U.S. Research ETFReadDesk0.35%0.00%−0.6%newnewnewnew[…]$521MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$221BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: PFRX, IWB, VUGToday51.8%most shared, IWB and VUGPFRXIWBVUGPFRX—42.3%48.2%IWB42.3%—51.8%VUG48.2%51.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$77most kept, IWBIWB$92 − $15 = $77VUG$41 − $3 = $38PFRX$0 − $35 = −$35KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee