PRF vs IWB

APRF

BIWB

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · IWB $17,459

Lowest cost0.15%IWB · $15 on $10k

Most income1.30%PRF · $130 on $10k

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

Held in common65.4%PRF and IWB

PRF

IWB

Invesco RAFI US 1000 ETF · $10.1BiShares Russell 1000 ETF · $47.8B

+25.0%3 years · per year$19,531 · $19,023+23.9%

+13.6%5 years · per year$18,909 · $17,459+11.8%

0.34%Expense ratio$34 · $15 on $10k · lower wins0.15%

1.30%12-mo yield$130 · $91 on $10k0.91%

−6.6%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins12.9%

5–1PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRF · IWB

4.6%AAPL6.9%

3.2%MSFT5.5%

2.7%GOOGL2.3%

2.3%AMZN3.5%

Held in common65.4%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$47.8B

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 IWB

PRF

Invesco RAFI US 1000

$18,909

IWB

iShares Russell 1000

$17,459

MeasurePRFIWB

Fee0.34%0.15%

Cost on $10k a year$34$15

Yield1.30%0.91%

5 years, per year+13.6%+11.8%

3 years, per year+25.0%+23.9%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.5%12.9%

5–1measures won
PRF first

65.4%

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, IWB

Today

65.4%most shared, PRF and IWB

PRFIWB

PRF—65.4%

IWB65.4%—

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

IWB$91 − $15 = $76

KeptFee

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