PRFZ vs SCHB

APRFZ

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · PRFZ $15,353

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common5.1%PRFZ and SCHB

PRFZ

SCHB

Invesco RAFI US 1500 Small-Mid ETF · $2.7BSchwab U.S. Broad Market ETF · $44.0B

+22.2%3 years · per year$18,261 · $19,056+24.0%

+9.0%5 years · per year$15,353 · $17,270+11.5%

0.36%Expense ratio$36 · $3 on $10k · lower wins0.03%

0.82%12-mo yield$82 · $104 on $10k1.04%

−10.4%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins13.1%

0–6SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRFZ · SCHB

0.2%NET0.1%

0.1%BE0.1%

0.3%NTRA0.1%

0.1%CVNA0.1%

Held in common5.1%

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

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	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

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	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 SCHB

PRFZ

Invesco RAFI US 1500 Small-Mid

$15,353

SCHB

Schwab U.S. Broad Market

$17,270

MeasurePRFZSCHB

Fee0.36%0.03%

Cost on $10k a year$36$3

Yield0.82%1.04%

5 years, per year+9.0%+11.5%

3 years, per year+22.2%+24.0%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y16.9%13.1%

6–0measures won
SCHB first

5.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PRFZ, SCHB

Today

5.1%most shared, PRFZ and SCHB

PRFZSCHB

PRFZ—5.1%

SCHB5.1%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

PRFZ$82 − $36 = $46

KeptFee

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