PRFZ vs IWF

APRFZ

BIWF

Measures won4–2PRFZ wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income0.83%PRFZ · $83 on $10k

Smallest drop−10.4%PRFZ · worst fall in 1Y

Held in common3.2%PRFZ and IWF

PRFZ

IWF

Invesco RAFI US 1500 Small-Mid ETF · $2.6BiShares Russell 1000 Growth ETF · $115B

+20.2%3 years · per year$17,368 · $17,207+19.8%

+7.9%5 years · per year$14,627 · $15,892+9.7%

0.36%Expense ratio$36 · $18 on $10k · lower wins0.18%

0.83%12-mo yield$83 · $38 on $10k0.38%

−10.4%Worst dropSmaller wins−14.6%

17.5%VolatilityLower wins19.5%

4–2PRFZ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRFZ · IWF

0.2%NET0.3%

0.2%NTRA0.1%

0.3%RVMD0.1%

0.2%RBLX0.1%

Held in common3.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.83%	+3.1%	+17.3%	+21.6%	+20.2%	+7.9%	−10.4%	$2.6B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.83%	+3.1%	+17.3%	+21.6%	+20.2%	+7.9%	−10.4%	$2.6B

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

PRFZ vs IWF

PRFZ

Invesco RAFI US 1500 Small-Mid

$14,627

IWF

iShares Russell 1000 Growth

$15,892

MeasurePRFZIWF

Fee0.36%0.18%

Cost on $10k a year$36$18

Yield0.83%0.38%

5 years, per year+7.9%+9.7%

3 years, per year+20.2%+19.8%

Worst drop · 1Y−10.4%−14.6%

Volatility · 1Y17.5%19.5%

4–2measures won
PRFZ first

3.2%

holdings shared

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

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$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PRFZ, IWF, VUG

Today

78.1%most shared, IWF and VUG

PRFZIWFVUG

PRFZ—3.2%1.3%

IWF3.2%—78.1%

VUG1.3%78.1%—

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

Income After Fees on $10,000

$47most kept, PRFZ

PRFZ$83 − $36 = $47

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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