PRF vs DFAC

APRF

BDFAC

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,388PRF · DFAC $16,820

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common65.8%PRF and DFAC

PRF

DFAC

Invesco RAFI US 1000 ETF · $9.9BDimensional - US Core Equity 2 ETF · $85.6B

+23.1%3 years · per year$18,656 · $17,787+21.2%

+13.0%5 years · per year$18,388 · $16,820+11.0%

0.34%Expense ratio$34 · $21 on $10k · lower wins0.21%

1.32%12-mo yield$132 · $88 on $10k0.88%

−6.6%Worst dropSmaller wins−8.5%

11.1%VolatilityLower wins13.1%

5–1PRF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPRF · DFAC

4.8%AAPL5.9%

3.3%MSFT5.0%

2.4%AMZN2.7%

1.8%META1.9%

Held in common65.8%

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 Four

5Y4 funds

#
1	APRF	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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
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
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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

All Four

5Y4 funds

#
1	APRF	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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
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
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

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

PRF vs DFAC

PRF

Invesco RAFI US 1000

$18,388

DFAC

Dimensional - US Core Equity 2

$16,820

MeasurePRFDFAC

Fee0.34%0.21%

Cost on $10k a year$34$21

Yield1.32%0.88%

5 years, per year+13.0%+11.0%

3 years, per year+23.1%+21.2%

Worst drop · 1Y−6.6%−8.5%

Volatility · 1Y11.1%13.1%

5–1measures won
PRF first

65.8%

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: PRF, DFAC, IWF, VO

Today

65.8%most shared, PRF and DFAC

PRFDFACIWFVO

PRF—65.8%27.6%21.8%

DFAC65.8%—40.3%19.6%

IWF27.6%40.3%—9.2%

VO21.8%19.6%9.2%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

PRF$132 − $34 = $98

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

KeptFee

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