PRFZ vs IWB

APRFZ

BIWB

Measures won0–6IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.91%IWB · $91 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 · $48.5B

+22.2%3 years · per year$18,261 · $19,023+23.9%

+9.0%5 years · per year$15,353 · $17,459+11.8%

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

0.82%12-mo yield$82 · $91 on $10k0.91%

−10.4%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins12.9%

0–6IWB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPRFZ · IWB

0.2%NET0.1%

0.1%BE0.1%

0.3%NTRA0.1%

0.1%CVNA0.1%

Held in common2.7%

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

All Four

5Y4 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
4	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.82%	+1.4%	+18.4%	+20.3%	+22.2%	+9.0%	−10.4%	$2.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
4	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.82%	+1.4%	+18.4%	+20.3%	+22.2%	+9.0%	−10.4%	$2.7B

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

PRFZ vs IWB

PRFZ

Invesco RAFI US 1500 Small-Mid

$15,353

IWB

iShares Russell 1000

$17,459

MeasurePRFZIWB

Fee0.36%0.15%

Cost on $10k a year$36$15

Yield0.82%0.91%

5 years, per year+9.0%+11.8%

3 years, per year+22.2%+23.9%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y16.9%12.9%

6–0measures won
IWB first

2.7%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PRFZ, IWB, IWF, VUG

Today

77.4%most shared, IWF and VUG

PRFZIWBIWFVUG

PRFZ—2.7%3.3%1.3%

IWB2.7%—55.6%52.0%

IWF3.3%55.6%—77.4%

VUG1.3%52.0%77.4%—

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

PRFZ$82 − $36 = $46

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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