PRF vs IWF

APRF

BIWF

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · VUG $16,052

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 common27.7%PRF and IWF

PRF

IWF

Invesco RAFI US 1000 ETF · $10.1BiShares Russell 1000 Growth ETF · $121B

+23.4%3 years · per year$18,807 · $17,073+19.5%

+12.7%5 years · per year$18,152 · $15,330+8.9%

0.34%Expense ratio$34 · $18 on $10k · lower wins0.18%

1.34%12-mo yield$134 · $39 on $10k0.39%

−6.6%Worst dropSmaller wins−14.6%

11.0%VolatilityLower wins19.3%

5–1PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · IWF

4.7%AAPL8.5%

3.3%MSFT6.4%

2.7%GOOGL5.3%

1.8%META3.5%

Held in common27.7%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 IWF

PRF

Invesco RAFI US 1000

$18,152

IWF

iShares Russell 1000 Growth

$15,330

MeasurePRFIWF

Fee0.34%0.18%

Cost on $10k a year$34$18

Yield1.34%0.39%

5 years, per year+12.7%+8.9%

3 years, per year+23.4%+19.5%

Worst drop · 1Y−6.6%−14.6%

Volatility · 1Y11.0%19.3%

5–1measures won
PRF first

27.7%

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, IWF, VUG

Today

78.0%most shared, IWF and VUG

PRFIWFVUG

PRF—27.7%24.8%

IWF27.7%—78.0%

VUG24.8%78.0%—

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

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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