PRF vs VTV

APRF

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$18,152PRF · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common55.2%PRF and VTV

PRF

VTV

Invesco RAFI US 1000 ETF · $10.1BVanguard Morningstar Value ETF · $184B

+23.4%3 years · per year$18,807 · $17,832+21.3%

+12.7%5 years · per year$18,152 · $17,626+12.0%

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

1.34%12-mo yield$134 · $186 on $10k1.86%

−6.6%Worst dropSmaller wins−6.4%

11.0%VolatilityLower wins10.7%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRF · VTV

2.0%BRK-B2.9%

1.9%XOM2.6%

1.7%JPM3.3%

1.4%CVX1.5%

Held in common55.2%

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

Both

5Y2 funds

#			Trend
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

End-of-day Nov 5, 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%	1.34%	−3.0%	+19.2%	+23.9%	+23.4%	+12.7%	−6.6%	$10.1B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

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 VTV

PRF

Invesco RAFI US 1000

$18,152

VTV

Vanguard Morningstar Value

$17,626

MeasurePRFVTV

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.34%1.86%

5 years, per year+12.7%+12.0%

3 years, per year+23.4%+21.3%

Worst drop · 1Y−6.6%−6.4%

Volatility · 1Y11.0%10.7%

4–2measures won
VTV first

55.2%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV 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, VTV

Today

55.2%most shared, PRF and VTV

PRFVTV

PRF—55.2%

VTV55.2%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

PRF$134 − $34 = $100

KeptFee

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