PRF vs DFAC

APRF

BDFAC

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common65.8%PRF and DFAC

PRF

DFAC

Invesco RAFI US 1000 ETF · $10.1BDimensional - US Core Equity 2 ETF · $89.2B

+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 three, 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 Three

5Y3 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%	$10.1B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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%	$89.2B

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

All Three

5Y3 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%	$10.1B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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%	$89.2B

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PRF, DFAC, VTV

Today

65.8%most shared, PRF and DFAC

PRFDFACVTV

PRF—65.8%55.2%

DFAC65.8%—37.7%

VTV55.2%37.7%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

PRF$134 − $34 = $100

DFAC$90 − $21 = $69

KeptFee

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