PRF vs IVV

APRF

BIVV

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,118PRF · QQQ $17,509

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common64.8%PRF and IVV

PRF

IVV

Invesco RAFI US 1000 ETF · $9.9BiShares Core S&P 500 ETF · $853B

+23.0%3 years · per year$18,620 · $18,084+21.8%

+12.6%5 years · per year$18,118 · $17,177+11.4%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

1.34%12-mo yield$134 · $114 on $10k1.14%

−6.6%Worst dropSmaller wins−8.9%

10.9%VolatilityLower wins13.6%

5–1PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · IVV

4.8%AAPL7.9%

3.3%MSFT6.3%

2.8%GOOGL2.6%

2.4%AMZN4.0%

Held in common64.8%

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%	$9.9B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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%	$9.9B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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 IVV

PRF

Invesco RAFI US 1000

$18,118

IVV

iShares Core S&P 500

$17,177

MeasurePRFIVV

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.34%1.14%

5 years, per year+12.6%+11.4%

3 years, per year+23.0%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.9%13.6%

5–1measures won
PRF first

64.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: PRF, IVV, QQQ

Today

64.8%most shared, PRF and IVV

PRFIVVQQQ

PRF—64.8%28.7%

IVV64.8%—52.1%

QQQ28.7%52.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PRF$134 − $34 = $100

QQQ$47 − $18 = $29

KeptFee

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