PRF vs SCHB

APRF

BSCHB

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,286PRF · SCHB $16,894

Lowest cost0.03%SCHB · $3 on $10k

Most income1.33%PRF · $133 on $10k

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

Held in common65.0%PRF and SCHB

PRF

SCHB

Invesco RAFI US 1000 ETF · $10.1BSchwab U.S. Broad Market ETF · $44.0B

+24.7%3 years · per year$19,390 · $18,993+23.8%

+12.8%5 years · per year$18,287 · $16,894+11.1%

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

1.33%12-mo yield$133 · $106 on $10k1.06%

−6.6%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.1%

5–1PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRF · SCHB

4.6%AAPL6.8%

3.1%MSFT5.2%

2.7%GOOGL2.2%

2.2%AMZN3.3%

Held in common65.0%

End-of-day Nov 3, 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%	1.33%	−0.4%	+20.5%	+24.2%	+24.7%	+12.8%	−6.6%	$10.1B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B

End-of-day Nov 3, 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%	1.33%	−0.4%	+20.5%	+24.2%	+24.7%	+12.8%	−6.6%	$10.1B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRF vs SCHB

PRF

Invesco RAFI US 1000

$18,287

SCHB

Schwab U.S. Broad Market

$16,894

MeasurePRFSCHB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.33%1.06%

5 years, per year+12.8%+11.1%

3 years, per year+24.7%+23.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.4%13.1%

5–1measures won
PRF first

65.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PRF, SCHB

Today

65.0%most shared, PRF and SCHB

PRFSCHB

PRF—65.0%

SCHB65.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

PRF$133 − $34 = $99

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee