PRF vs DFAC

APRF

BDFAC

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · DFAC $17,417

Lowest cost0.03%VUG · $3 on $10k

Most income1.30%PRF · $130 on $10k

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

Held in common65.5%PRF and DFAC

PRF

DFAC

Invesco RAFI US 1000 ETF · $10.1BDimensional - US Core Equity 2 ETF · $87.6B

+25.0%3 years · per year$19,531 · $18,682+23.2%

+13.6%5 years · per year$18,909 · $17,417+11.7%

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

1.30%12-mo yield$130 · $87 on $10k0.87%

−6.6%Worst dropSmaller wins−8.5%

10.5%VolatilityLower wins12.3%

5–1PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · DFAC

4.6%AAPL5.6%

3.2%MSFT4.8%

2.3%AMZN2.6%

1.8%META1.9%

Held in common65.5%

End-of-day Nov 4, 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%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 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%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$87.6B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 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

$18,909

DFAC

Dimensional - US Core Equity 2

$17,417

MeasurePRFDFAC

Fee0.34%0.21%

Cost on $10k a year$34$21

Yield1.30%0.87%

5 years, per year+13.6%+11.7%

3 years, per year+25.0%+23.2%

Worst drop · 1Y−6.6%−8.5%

Volatility · 1Y10.5%12.3%

5–1measures won
PRF first

65.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PRF, DFAC, VUG

Today

65.5%most shared, PRF and DFAC

PRFDFACVUG

PRF—65.5%24.6%

DFAC65.5%—36.1%

VUG24.6%36.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, PRF

PRF$130 − $34 = $96

DFAC$87 − $21 = $66

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee