PRF vs DFAC

APRF

BDFAC

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%PRF · $134 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 · $10.3BDimensional - US Core Equity 2 ETF · $85.7B

+23.4%3 years · per year$18,807 · $17,812+21.2%

+12.7%5 years · per year$18,152 · $16,526+10.6%

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

1.34%12-mo yield$134 · $90 on $10k0.90%

−6.6%Worst dropSmaller wins−8.5%

11.0%VolatilityLower wins12.9%

5–1PRF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPRF · DFAC

4.7%AAPL5.8%

3.3%MSFT5.0%

2.4%AMZN2.7%

1.8%META1.9%

Held in common65.8%

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 Four

5Y4 funds

#
1	APRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−3.0%	+19.2%	+23.9%	+23.4%	+12.7%	−6.6%	$10.3B
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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	1.34%	−3.0%	+19.2%	+23.9%	+23.4%	+12.7%	−6.6%	$10.3B
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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

PRF vs DFAC

PRF

Invesco RAFI US 1000

$18,152

DFAC

Dimensional - US Core Equity 2

$16,526

MeasurePRFDFAC

Fee0.34%0.21%

Cost on $10k a year$34$21

Yield1.34%0.90%

5 years, per year+12.7%+10.6%

3 years, per year+23.4%+21.2%

Worst drop · 1Y−6.6%−8.5%

Volatility · 1Y11.0%12.9%

5–1measures won
PRF first

65.8%

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: PRF, DFAC, VOO, VUG

Today

67.8%most shared, DFAC and VOO

PRFDFACVOOVUG

PRF—65.8%62.1%24.8%

DFAC65.8%—67.8%36.2%

VOO62.1%67.8%—58.2%

VUG24.8%36.2%58.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

PRF$134 − $34 = $100

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

KeptFee

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