PRF vs DIA

APRF

BDIA

Measures won4–2PRF wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common26.5%PRF and DIA

PRF

DIA

Invesco RAFI US 1000 ETF · $10.1BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+23.4%3 years · per year$18,807 · $16,322+17.7%

+12.7%5 years · per year$18,152 · $15,693+9.4%

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%

11.0%VolatilityLower wins13.4%

4–2PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · DIA

4.7%AAPL3.9%

3.3%MSFT6.2%

2.7%GOOGL3.2%

2.4%AMZN3.0%

Held in common26.5%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B

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 DIA

PRF

Invesco RAFI US 1000

$18,152

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasurePRFDIA

Fee0.34%0.16%

Cost on $10k a year$34$16

Yield1.34%1.40%

5 years, per year+12.7%+9.4%

3 years, per year+23.4%+17.7%

Worst drop · 1Y−6.6%−9.8%

Volatility · 1Y11.0%13.4%

4–2measures won
PRF first

26.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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$62.5B

1–1level

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, DIA, VUG

Today

26.5%most shared, PRF and DIA

PRFDIAVUG

PRF—26.5%24.8%

DIA26.5%—20.7%

VUG24.8%20.7%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

PRF$134 − $34 = $100

VUG$43 − $3 = $40

KeptFee

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