PRF vs SPYM

APRF

BSPYM

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income1.30%PRF · $130 on $10k

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

Held in common64.1%PRF and SPYM

PRF

SPYM

Invesco RAFI US 1000 ETF · $10.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+25.0%3 years · per year$19,531 · $19,186+24.3%

+13.6%5 years · per year$18,909 · $18,126+12.6%

0.34%Expense ratio$34 · $2 on $10k · lower wins0.02%

1.30%12-mo yield$130 · $101 on $10k1.01%

−6.6%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins12.8%

5–1PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRF · SPYM

4.6%AAPL7.4%

3.2%MSFT5.9%

2.7%GOOGL2.5%

2.3%AMZN3.8%

Held in common64.1%

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

Both

5Y2 funds

#			Trend
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B

End-of-day Nov 4, 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%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B

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 SPYM

PRF

Invesco RAFI US 1000

$18,909

SPYM

SPDR Portfolio S&P 500

$18,126

MeasurePRFSPYM

Fee0.34%0.02%

Cost on $10k a year$34$2

Yield1.30%1.01%

5 years, per year+13.6%+12.6%

3 years, per year+25.0%+24.3%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.5%12.8%

5–1measures won
PRF first

64.1%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

Overlap: PRF, SPYM

Today

64.1%most shared, PRF and SPYM

PRFSPYM

PRF—64.1%

SPYM64.1%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

PRF$130 − $34 = $96

KeptFee

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