PRF vs VUG

APRF

BVUG

Measures won5–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,388PRF · IVV $17,545

Lowest cost0.03%VUG · $3 on $10k

Most income1.32%PRF · $132 on $10k

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

Held in common24.7%PRF and VUG

PRF

VUG

Invesco RAFI US 1000 ETF · $9.9BVanguard Morningstar Growth ETF · $233B

+23.1%3 years · per year$18,656 · $18,569+22.9%

+13.0%5 years · per year$18,388 · $16,565+10.6%

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

1.32%12-mo yield$132 · $41 on $10k0.41%

−6.6%Worst dropSmaller wins−15.1%

11.1%VolatilityLower wins19.1%

5–1PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRF · VUG

4.8%AAPL12.5%

3.3%MSFT9.7%

2.8%GOOGL5.2%

2.4%AMZN4.3%

Held in common24.7%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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 VUG

PRF

Invesco RAFI US 1000

$18,388

VUG

Vanguard Morningstar Growth

$16,565

MeasurePRFVUG

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield1.32%0.41%

5 years, per year+13.0%+10.6%

3 years, per year+23.1%+22.9%

Worst drop · 1Y−6.6%−15.1%

Volatility · 1Y11.1%19.1%

5–1measures won
PRF first

24.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: PRF, VUG, IVV

Today

64.6%most shared, PRF and IVV

PRFVUGIVV

PRF—24.7%64.6%

VUG24.7%—55.1%

IVV64.6%55.1%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

PRF$132 − $34 = $98

VUG$41 − $3 = $38

KeptFee

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