PRF vs DIA

APRF

BDIA

Measures won4–2PRF wins · of 6 · 5Y

$10,000 · 5Y$18,118PRF · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common26.6%PRF and DIA

PRF

DIA

Invesco RAFI US 1000 ETF · $10.3BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+23.0%3 years · per year$18,620 · $16,149+17.3%

+12.6%5 years · per year$18,118 · $15,590+9.3%

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

1.34%12-mo yield$134 · $140 on $10k1.40%

−6.6%Worst dropSmaller wins−9.8%

10.9%VolatilityLower wins13.4%

4–2PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · DIA

4.8%AAPL4.0%

3.3%MSFT6.2%

2.8%GOOGL3.3%

2.4%AMZN3.0%

Held in common26.6%

End-of-day Nov 6, 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%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$10.3B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B

End-of-day Nov 6, 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%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$10.3B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B

End-of-day Nov 6, 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

$18,118

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasurePRFDIA

Fee0.34%0.16%

Cost on $10k a year$34$16

Yield1.34%1.40%

5 years, per year+12.6%+9.3%

3 years, per year+23.0%+17.3%

Worst drop · 1Y−6.6%−9.8%

Volatility · 1Y10.9%13.4%

4–2measures won
PRF first

26.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PRF, DIA, VTV

Today

55.3%most shared, PRF and VTV

PRFDIAVTV

PRF—26.6%55.3%

DIA26.6%—23.4%

VTV55.3%23.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DIA$140 − $16 = $124

PRF$134 − $34 = $100

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee