VOO vs PRF

AVOO

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,118PRF · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common61.7%VOO and PRF

VOO

PRF

Vanguard S&P 500 ETF · $1.00TInvesco RAFI US 1000 ETF · $10.3B

+21.8%3 years · per year$18,079 · $18,620+23.0%

+11.4%5 years · per year$17,177 · $18,118+12.6%

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

1.10%12-mo yield$110 · $134 on $10k1.34%

−8.9%Worst dropSmaller wins−6.6%

13.5%VolatilityLower wins10.9%

1–5PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · PRF

7.4%AAPL4.8%

5.8%MSFT3.3%

3.1%GOOGL2.8%

3.7%AMZN2.4%

Held in common61.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BPRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$10.3B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BPRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.34%	−0.3%	+18.8%	+22.8%	+23.0%	+12.6%	−6.6%	$10.3B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOO vs PRF

VOO

Vanguard S&P 500

$17,177

PRF

Invesco RAFI US 1000

$18,118

MeasureVOOPRF

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield1.10%1.34%

5 years, per year+11.4%+12.6%

3 years, per year+21.8%+23.0%

Worst drop · 1Y−8.9%−6.6%

Volatility · 1Y13.5%10.9%

5–1measures won
PRF first

61.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VOO, PRF, IVV

Today

92.2%most shared, VOO and IVV

VOOPRFIVV

VOO—61.7%92.2%

PRF61.7%—64.8%

IVV92.2%64.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PRF$134 − $34 = $100

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee