PRFZ vs VIG

APRFZ

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · PRFZ $15,353

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common1.1%PRFZ and VIG

PRFZ

VIG

Invesco RAFI US 1500 Small-Mid ETF · $2.7BVanguard Dividend Appreciation ETF · $109B

+22.2%3 years · per year$18,261 · $17,533+20.6%

+9.0%5 years · per year$15,353 · $17,005+11.2%

0.36%Expense ratio$36 · $4 on $10k · lower wins0.04%

0.82%12-mo yield$82 · $144 on $10k1.44%

−10.4%Worst dropSmaller wins−7.9%

16.9%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRFZ · VIG

0.2%TPL0.1%

0.2%ENSG0.0%

0.3%WTS0.0%

0.3%UMBF0.0%

Held in common1.1%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

PRFZ

Invesco RAFI US 1500 Small-Mid

$15,353

VIG

Vanguard Dividend Appreciation

$17,005

MeasurePRFZVIG

Fee0.36%0.04%

Cost on $10k a year$36$4

Yield0.82%1.44%

5 years, per year+9.0%+11.2%

3 years, per year+22.2%+20.6%

Worst drop · 1Y−10.4%−7.9%

Volatility · 1Y16.9%10.2%

5–1measures won
VIG first

1.1%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG

Today

1.1%most shared, PRFZ and VIG

PRFZVIG

PRFZ—1.1%

VIG1.1%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

PRFZ$82 − $36 = $46

KeptFee

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