PRF vs IWB

APRF

BIWB

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,118PRF · IWB $16,575

Lowest cost0.15%IWB · $15 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common65.5%PRF and IWB

PRF

IWB

Invesco RAFI US 1000 ETF · $10.3BiShares Russell 1000 ETF · $46.4B

+23.0%3 years · per year$18,620 · $17,966+21.6%

+12.6%5 years · per year$18,118 · $16,575+10.6%

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

1.34%12-mo yield$134 · $95 on $10k0.95%

−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 · IWB

4.8%AAPL7.1%

3.3%MSFT5.8%

2.4%AMZN3.6%

2.8%GOOGL2.4%

Held in common65.5%

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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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 IWB

PRF

Invesco RAFI US 1000

$18,118

IWB

iShares Russell 1000

$16,575

MeasurePRFIWB

Fee0.34%0.15%

Cost on $10k a year$34$15

Yield1.34%0.95%

5 years, per year+12.6%+10.6%

3 years, per year+23.0%+21.6%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.9%13.6%

5–1measures won
PRF first

65.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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, IWB, IWF

Today

65.5%most shared, PRF and IWB

PRFIWBIWF

PRF—65.5%27.5%

IWB65.5%—55.6%

IWF27.5%55.6%—

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

Income After Fees on $10,000

$100most kept, PRF

PRF$134 − $34 = $100

IWB$95 − $15 = $80

IWF$39 − $18 = $21

KeptFee

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