PRF vs VTV

APRF

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$18,388PRF · VTV $17,865

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 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 · $9.9BVanguard Morningstar Value ETF · $184B

+23.1%3 years · per year$18,656 · $17,700+21.0%

+13.0%5 years · per year$18,388 · $17,865+12.3%

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

1.32%12-mo yield$132 · $183 on $10k1.83%

−6.6%Worst dropSmaller wins−6.4%

11.1%VolatilityLower wins10.8%

2–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · VTV

2.0%BRK-B2.9%

1.9%XOM2.6%

1.6%JPM3.3%

1.4%CVX1.5%

Held in common55.2%

End-of-day Nov 9, 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%	1.32%	+2.1%	+21.4%	+26.1%	+23.1%	+13.0%	−6.6%	$9.9B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 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%	1.32%	+2.1%	+21.4%	+26.1%	+23.1%	+13.0%	−6.6%	$9.9B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 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

$18,388

VTV

Vanguard Morningstar Value

$17,865

MeasurePRFVTV

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.32%1.83%

5 years, per year+13.0%+12.3%

3 years, per year+23.1%+21.0%

Worst drop · 1Y−6.6%−6.4%

Volatility · 1Y11.1%10.8%

4–2measures won
VTV first

55.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PRF, VTV, IWF

Today

55.2%most shared, PRF and VTV

PRFVTVIWF

PRF—55.2%27.6%

VTV55.2%—11.8%

IWF27.6%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

PRF$132 − $34 = $98

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee