PRF vs SCHD

APRF

BSCHD

Measures won4–2PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common14.8%PRF and SCHD

PRF

SCHD

Invesco RAFI US 1000 ETF · $10.1BSchwab U.S. Dividend Equity ETF · $123B

+25.0%3 years · per year$19,531 · $17,908+21.4%

+13.6%5 years · per year$18,909 · $16,881+11.0%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

1.30%12-mo yield$130 · $291 on $10k2.91%

−6.6%Worst dropSmaller wins−6.9%

10.5%VolatilityLower wins11.5%

4–2PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · SCHD

1.4%CVX4.2%

1.2%UNH4.0%

0.8%PG4.3%

0.8%MRK3.7%

Held in common14.8%

End-of-day Nov 4, 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%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 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%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRF vs SCHD

PRF

Invesco RAFI US 1000

$18,909

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePRFSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield1.30%2.91%

5 years, per year+13.6%+11.0%

3 years, per year+25.0%+21.4%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y10.5%11.5%

4–2measures won
PRF first

14.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PRF, SCHD, VIG

Today

41.7%most shared, PRF and VIG

PRFSCHDVIG

PRF—14.8%41.7%

SCHD14.8%—14.5%

VIG41.7%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

PRF$130 − $34 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee