RAFE vs VXF

ARAFE

BVXF

Measures won5–1RAFE wins · of 6 · 5Y

$10,000 · 5Y$18,090RAFE · VXF $13,123

Lowest cost0.05%VXF · $5 on $10k

Most income1.42%RAFE · $142 on $10k

Smallest drop−7.5%RAFE · worst fall in 1Y

Held in common2.0%RAFE and VXF

RAFE

VXF

PIMCO RAFI ESG U.S. ETF · $174MVanguard Extended Market ETF · $30.2B

+24.8%3 years · per year$19,421 · $18,168+22.0%

+12.6%5 years · per year$18,090 · $13,123+5.6%

0.29%Expense ratio$29 · $5 on $10k · lower wins0.05%

1.42%12-mo yield$142 · $104 on $10k1.04%

−7.5%Worst dropSmaller wins−10.2%

11.5%VolatilityLower wins17.3%

5–1RAFE wins

$10,000 · 5 yearsOne scale

Shared top holdingsRAFE · VXF

0.2%JLL0.2%

0.1%SNX0.2%

0.2%ARW0.1%

0.1%WCC0.2%

Held in common2.0%

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.42%	+2.9%	+25.4%	+29.3%	+24.8%	+12.6%	−7.5%	$174M
2	BVXF	Vanguard Extended Market ETFRead Desk		0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B

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	ARAFE	PIMCO RAFI ESG U.S. ETFRead Desk		0.29%	1.42%	+2.9%	+25.4%	+29.3%	+24.8%	+12.6%	−7.5%	$174M
2	BVXF	Vanguard Extended Market ETFRead Desk		0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B

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

RAFE vs VXF

RAFE

PIMCO RAFI ESG U.S.

$18,090

VXF

Vanguard Extended Market

$13,123

MeasureRAFEVXF

Fee0.29%0.05%

Cost on $10k a year$29$5

Yield1.42%1.04%

5 years, per year+12.6%+5.6%

3 years, per year+24.8%+22.0%

Worst drop · 1Y−7.5%−10.2%

Volatility · 1Y11.5%17.3%

5–1measures won
RAFE first

2.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RAFE, VXF

Today

2.0%most shared, RAFE and VXF

RAFEVXF

RAFE—2.0%

VXF2.0%—

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

Income After Fees on $10,000

$113most kept, RAFE

RAFE$142 − $29 = $113

VXF$104 − $5 = $99

KeptFee

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