PRF vs VOO

APRF

BVOO

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common62.1%PRF and VOO

PRF

VOO

Invesco RAFI US 1000 ETF · $10.1BVanguard S&P 500 ETF · $1.00T

+23.4%3 years · per year$18,807 · $18,224+22.1%

+12.7%5 years · per year$18,152 · $17,156+11.4%

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

1.34%12-mo yield$134 · $110 on $10k1.10%

−6.6%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.5%

5–1PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · VOO

4.7%AAPL7.4%

3.3%MSFT5.8%

2.7%GOOGL3.1%

2.4%AMZN3.7%

Held in common62.1%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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 VOO

PRF

Invesco RAFI US 1000

$18,152

VOO

Vanguard S&P 500

$17,156

MeasurePRFVOO

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.34%1.10%

5 years, per year+12.7%+11.4%

3 years, per year+23.4%+22.1%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y11.0%13.5%

5–1measures won
PRF first

62.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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, VOO, IVV

Today

93.5%most shared, VOO and IVV

PRFVOOIVV

PRF—62.1%64.4%

VOO62.1%—93.5%

IVV64.4%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PRF$134 − $34 = $100

KeptFee

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