PRF vs SCHB

APRF

BSCHB

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common65.3%PRF and SCHB

PRF

SCHB

Invesco RAFI US 1000 ETF · $10.1BSchwab U.S. Broad Market ETF · $44.9B

+23.4%3 years · per year$18,807 · $18,100+21.9%

+12.7%5 years · per year$18,152 · $16,348+10.3%

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

1.34%12-mo yield$134 · $109 on $10k1.09%

−6.6%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.8%

5–1PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · SCHB

4.7%AAPL6.9%

3.3%MSFT5.6%

2.4%AMZN3.5%

2.7%GOOGL2.3%

Held in common65.3%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
3	IWF	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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
3	IWF	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 SCHB

PRF

Invesco RAFI US 1000

$18,152

SCHB

Schwab U.S. Broad Market

$16,348

MeasurePRFSCHB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.34%1.09%

5 years, per year+12.7%+10.3%

3 years, per year+23.4%+21.9%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y11.0%13.8%

5–1measures won
PRF first

65.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

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

Overlap: PRF, SCHB, IWF

Today

65.3%most shared, PRF and SCHB

PRFSCHBIWF

PRF—65.3%27.7%

SCHB65.3%—53.3%

IWF27.7%53.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

PRF$134 − $34 = $100

IWF$39 − $18 = $21

KeptFee

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