PRFZ vs DIA

APRFZ

BDIA

Measures won1–5DIA wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DIA $15,590

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%DIA · $140 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common0.0%PRFZ and DIA

PRFZ

DIA

Invesco RAFI US 1500 Small-Mid ETF · $2.7BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B

+20.1%3 years · per year$17,336 · $16,149+17.3%

+7.7%5 years · per year$14,501 · $15,590+9.3%

0.36%Expense ratio$36 · $16 on $10k · lower wins0.16%

0.86%12-mo yield$86 · $140 on $10k1.40%

−10.4%Worst dropSmaller wins−9.8%

17.4%VolatilityLower wins13.4%

1–5DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRFZ · DIA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
3	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.86%	+0.4%	+13.8%	+16.1%	+20.1%	+7.7%	−10.4%	$2.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.40%	−0.4%	+7.8%	+9.9%	+17.3%	+9.3%	−9.8%	$45.9B
3	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.86%	+0.4%	+13.8%	+16.1%	+20.1%	+7.7%	−10.4%	$2.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRFZ vs DIA

PRFZ

Invesco RAFI US 1500 Small-Mid

$14,501

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,590

MeasurePRFZDIA

Fee0.36%0.16%

Cost on $10k a year$36$16

Yield0.86%1.40%

5 years, per year+7.7%+9.3%

3 years, per year+20.1%+17.3%

Worst drop · 1Y−10.4%−9.8%

Volatility · 1Y17.4%13.4%

5–1measures won
DIA first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PRFZ, DIA, VUG

Today

20.7%most shared, DIA and VUG

PRFZDIAVUG

PRFZ—0.0%1.3%

DIA0.0%—20.7%

VUG1.3%20.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

PRFZ$86 − $36 = $50

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee