PRFZ vs DFAC

APRFZ

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income0.90%DFAC · $90 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common9.8%PRFZ and DFAC

PRFZ

DFAC

Invesco RAFI US 1500 Small-Mid ETF · $2.7BDimensional - US Core Equity 2 ETF · $85.7B

+20.1%3 years · per year$17,342 · $17,812+21.2%

+7.7%5 years · per year$14,468 · $16,526+10.6%

0.36%Expense ratio$36 · $21 on $10k · lower wins0.21%

0.86%12-mo yield$86 · $90 on $10k0.90%

−10.4%Worst dropSmaller wins−8.5%

17.4%VolatilityLower wins12.9%

0–6DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRFZ · DFAC

0.5%SN0.1%

0.3%ATI0.1%

0.3%ROIV0.1%

0.3%RVMD0.1%

Held in common9.8%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.86%	−4.3%	+13.4%	+17.2%	+20.1%	+7.7%	−10.4%	$2.7B

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.86%	−4.3%	+13.4%	+17.2%	+20.1%	+7.7%	−10.4%	$2.7B

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

PRFZ vs DFAC

PRFZ

Invesco RAFI US 1500 Small-Mid

$14,468

DFAC

Dimensional - US Core Equity 2

$16,526

MeasurePRFZDFAC

Fee0.36%0.21%

Cost on $10k a year$36$21

Yield0.86%0.90%

5 years, per year+7.7%+10.6%

3 years, per year+20.1%+21.2%

Worst drop · 1Y−10.4%−8.5%

Volatility · 1Y17.4%12.9%

5–0measures won
DFAC first

9.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PRFZ, DFAC, IWF

Today

40.8%most shared, DFAC and IWF

PRFZDFACIWF

PRFZ—9.8%3.2%

DFAC9.8%—40.8%

IWF3.2%40.8%—

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

PRFZ$86 − $36 = $50

IWF$39 − $18 = $21

KeptFee

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