VUG vs PRF

AVUG

BPRF

Measures won1–5PRF wins · of 6 · 5Y

$10,000 · 5Y$18,118PRF · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%PRF · $134 on $10k

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

Held in common24.6%VUG and PRF

VUG

PRF

Vanguard Morningstar Growth ETF · $233BInvesco RAFI US 1000 ETF · $10.3B

+22.6%3 years · per year$18,415 · $18,620+23.0%

+10.0%5 years · per year$16,124 · $18,118+12.6%

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

0.42%12-mo yield$42 · $134 on $10k1.34%

−15.1%Worst dropSmaller wins−6.6%

19.0%VolatilityLower wins10.9%

1–5PRF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · PRF

12.5%AAPL4.8%

9.7%MSFT3.3%

5.2%GOOGL2.8%

4.3%AMZN2.4%

Held in common24.6%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

VUG vs PRF

VUG

Vanguard Morningstar Growth

$16,124

PRF

Invesco RAFI US 1000

$18,118

MeasureVUGPRF

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield0.42%1.34%

5 years, per year+10.0%+12.6%

3 years, per year+22.6%+23.0%

Worst drop · 1Y−15.1%−6.6%

Volatility · 1Y19.0%10.9%

5–1measures won
PRF first

24.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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: VUG, PRF, IWF

Today

78.0%most shared, VUG and IWF

VUGPRFIWF

VUG—24.6%78.0%

PRF24.6%—27.5%

IWF78.0%27.5%—

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

Income After Fees on $10,000

$100most kept, PRF

PRF$134 − $34 = $100

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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