PRF vs IWB

APRF

BIWB

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · IWB $16,543

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common65.8%PRF and IWB

PRF

IWB

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

+23.4%3 years · per year$18,807 · $18,083+21.8%

+12.7%5 years · per year$18,152 · $16,543+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%

11.0%VolatilityLower wins13.6%

5–1PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · IWB

4.7%AAPL7.1%

3.3%MSFT5.8%

2.7%GOOGL2.4%

2.4%AMZN3.6%

Held in common65.8%

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%	$10.3B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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%	$10.3B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$46.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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 IWB

PRF

Invesco RAFI US 1000

$18,152

IWB

iShares Russell 1000

$16,543

MeasurePRFIWB

Fee0.34%0.15%

Cost on $10k a year$34$15

Yield1.34%0.95%

5 years, per year+12.7%+10.6%

3 years, per year+23.4%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y11.0%13.6%

5–1measures won
PRF first

65.8%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PRF, IWB, VUG

Today

65.8%most shared, PRF and IWB

PRFIWBVUG

PRF—65.8%24.8%

IWB65.8%—52.0%

VUG24.8%52.0%—

End-of-day Nov 5, 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

VUG$43 − $3 = $40

KeptFee

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