SCHB vs PRF

ASCHB

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.30%PRF · $130 on $10k

Smallest drop−6.6%PRF · worst fall in 1Y

Held in common64.9%SCHB and PRF

SCHB

PRF

Schwab U.S. Broad Market ETF · $44.9BInvesco RAFI US 1000 ETF · $10.1B

+24.0%3 years · per year$19,056 · $19,531+25.0%

+11.5%5 years · per year$17,270 · $18,909+13.6%

0.03%Expense ratio$3 · $34 on $10k · lower wins0.34%

1.04%12-mo yield$104 · $130 on $10k1.30%

−8.9%Worst dropSmaller wins−6.6%

13.1%VolatilityLower wins10.5%

1–5PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · PRF

6.6%AAPL4.6%

5.3%MSFT3.2%

3.4%AMZN2.3%

2.2%GOOGL2.7%

Held in common64.9%

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	BPRF	Invesco RAFI US 1000 ETFRead Desk		0.34%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

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	BPRF	Invesco RAFI US 1000 ETFRead Desk		0.34%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	ASCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

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

SCHB vs PRF

SCHB

Schwab U.S. Broad Market

$17,270

PRF

Invesco RAFI US 1000

$18,909

MeasureSCHBPRF

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield1.04%1.30%

5 years, per year+11.5%+13.6%

3 years, per year+24.0%+25.0%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.1%10.5%

5–1measures won
PRF first

64.9%

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$97.0B

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%

$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: SCHB, PRF

Today

64.9%most shared, SCHB and PRF

SCHBPRF

SCHB—64.9%

PRF64.9%—

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

PRF$130 − $34 = $96

KeptFee

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