PRF vs VUG

APRF

BVUG

Measures won4–2PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.30%PRF · $130 on $10k

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

Held in common24.6%PRF and VUG

PRF

VUG

Invesco RAFI US 1000 ETF · $10.1BVanguard Morningstar Growth ETF · $233B

+25.0%3 years · per year$19,531 · $19,712+25.4%

+13.6%5 years · per year$18,909 · $17,153+11.4%

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

1.30%12-mo yield$130 · $40 on $10k0.40%

−6.6%Worst dropSmaller wins−16.1%

10.5%VolatilityLower wins18.2%

4–2PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRF · VUG

4.6%AAPL12.5%

3.2%MSFT9.7%

2.7%GOOGL5.2%

2.3%AMZN4.3%

Held in common24.6%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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 VUG

PRF

Invesco RAFI US 1000

$18,909

VUG

Vanguard Morningstar Growth

$17,153

MeasurePRFVUG

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.30%0.40%

5 years, per year+13.6%+11.4%

3 years, per year+25.0%+25.4%

Worst drop · 1Y−6.6%−16.1%

Volatility · 1Y10.5%18.2%

4–2measures won
PRF first

24.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PRF, VUG

Today

24.6%most shared, PRF and VUG

PRFVUG

PRF—24.6%

VUG24.6%—

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

Income After Fees on $10,000

$96most kept, PRF

PRF$130 − $34 = $96

VUG$40 − $3 = $37

KeptFee

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