PRFZ vs IWB

APRFZ

BIWB

Measures won0–6IWB wins · of 6 · 5Y

$10,000 · 5Y$17,090IWB · PRFZ $14,863

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common2.7%PRFZ and IWB

PRFZ

IWB

Invesco RAFI US 1500 Small-Mid ETF · $2.7BiShares Russell 1000 ETF · $47.8B

+21.9%3 years · per year$18,127 · $18,957+23.8%

+8.2%5 years · per year$14,863 · $17,090+11.3%

0.36%Expense ratio$36 · $15 on $10k · lower wins0.15%

0.83%12-mo yield$83 · $92 on $10k0.92%

−10.4%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins12.8%

0–6IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRFZ · IWB

0.2%NET0.1%

0.3%NTRA0.1%

0.1%BE0.1%

0.1%CVNA0.1%

Held in common2.7%

End-of-day Nov 3, 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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk		0.36%	0.83%	+0.1%	+16.8%	+18.4%	+21.9%	+8.2%	−10.4%	$2.7B

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	+0.3%	+11.3%	+11.6%	+23.8%	+11.3%	−8.9%	$47.8B
2	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk		0.36%	0.83%	+0.1%	+16.8%	+18.4%	+21.9%	+8.2%	−10.4%	$2.7B

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

Cards for this view

PRFZ vs IWB

PRFZ

Invesco RAFI US 1500 Small-Mid

$14,863

IWB

iShares Russell 1000

$17,091

MeasurePRFZIWB

Fee0.36%0.15%

Cost on $10k a year$36$15

Yield0.83%0.92%

5 years, per year+8.2%+11.3%

3 years, per year+21.9%+23.8%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y16.9%12.8%

6–0measures won
IWB first

2.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PRFZ, IWB

Today

2.7%most shared, PRFZ and IWB

PRFZIWB

PRFZ—2.7%

IWB2.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

PRFZ$83 − $36 = $47

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee