PRF vs DIA

APRF

BDIA

Measures won4–2PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · DIA $16,375

Lowest cost0.16%DIA · $16 on $10k

Most income1.35%DIA · $135 on $10k

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

Held in common26.1%PRF and DIA

PRF

DIA

Invesco RAFI US 1000 ETF · $10.1BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

+25.0%3 years · per year$19,531 · $16,984+19.3%

+13.6%5 years · per year$18,909 · $16,375+10.4%

0.34%Expense ratio$34 · $16 on $10k · lower wins0.16%

1.30%12-mo yield$130 · $135 on $10k1.35%

−6.6%Worst dropSmaller wins−9.8%

10.5%VolatilityLower wins12.9%

4–2PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRF · DIA

4.6%AAPL3.8%

3.2%MSFT6.0%

2.7%GOOGL3.2%

2.3%AMZN2.9%

Held in common26.1%

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

Both

5Y2 funds

#			Trend
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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$45.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$45.1B

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 DIA

PRF

Invesco RAFI US 1000

$18,909

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasurePRFDIA

Fee0.34%0.16%

Cost on $10k a year$34$16

Yield1.30%1.35%

5 years, per year+13.6%+10.4%

3 years, per year+25.0%+19.3%

Worst drop · 1Y−6.6%−9.8%

Volatility · 1Y10.5%12.9%

4–1measures won
PRF first

26.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PRF, DIA

Today

26.1%most shared, PRF and DIA

PRFDIA

PRF—26.1%

DIA26.1%—

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

Income After Fees on $10,000

$119most kept, DIA

DIA$135 − $16 = $119

PRF$130 − $34 = $96

KeptFee

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