PRFZ vs VUG

APRFZ

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · PRFZ $15,353

Lowest cost0.03%VUG · $3 on $10k

Most income0.82%PRFZ · $82 on $10k

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

Held in common1.3%PRFZ and VUG

PRFZ

VUG

Invesco RAFI US 1500 Small-Mid ETF · $2.7BVanguard Morningstar Growth ETF · $233B

+22.2%3 years · per year$18,261 · $19,712+25.4%

+9.0%5 years · per year$15,353 · $17,153+11.4%

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

0.82%12-mo yield$82 · $40 on $10k0.40%

−10.4%Worst dropSmaller wins−16.1%

16.9%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPRFZ · VUG

0.2%NET0.3%

0.2%AXON0.1%

0.2%RBLX0.1%

0.2%MDB0.1%

Held in common1.3%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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 VUG

PRFZ

Invesco RAFI US 1500 Small-Mid

$15,353

VUG

Vanguard Morningstar Growth

$17,153

MeasurePRFZVUG

Fee0.36%0.03%

Cost on $10k a year$36$3

Yield0.82%0.40%

5 years, per year+9.0%+11.4%

3 years, per year+22.2%+25.4%

Worst drop · 1Y−10.4%−16.1%

Volatility · 1Y16.9%18.2%

3–3measures won
level

1.3%

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, VUG

Today

1.3%most shared, PRFZ and VUG

PRFZVUG

PRFZ—1.3%

VUG1.3%—

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

Income After Fees on $10,000

$46most kept, PRFZ

PRFZ$82 − $36 = $46

VUG$40 − $3 = $37

KeptFee

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