PRF vs VTI

PRF vs VTI

Which is better, PRF or VTI?

Large Cap Value against Large Cap Blend.

VTI has a lower expense ratio. PRF led over 1Y, 3Y and 5Y, VTI over the full window. The two have moved almost in lockstep, correlation 0.96. PRF is less concentrated, with 22.6% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: splitLess Concentrated: PRF

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPRFVTI
Expense Ratio0.34%0.03%Best
AUM$10.0B$666.9B
Dividend Yield1.33%1.03%
Holdings1,0033,543
YTD Return+18.58%Best+11.53%
1Y Return+25.91%Best+15.74%
3Y Return (annualized)+20.94%Best+20.67%
5Y Return (annualized)+13.32%Best+11.59%
Volatility (annualized)16.6%15.6%Best
Max Drawdown-61.6%-56.6%Best
$10,000 over 5 years$18,687Best$17,303
Top 10 Weight22.6%Best33.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 19, 2005May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: Dec 19, 2005 to Sep 15, 2026 (20.7 years).

PRF vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 20.7 years both funds cover.

PRF vs VTI Performance

Invesco RAFI US 1000 ETF (PRF) is an ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year PRF returned +25.91% while VTI returned +15.74%. Year to date, PRF is up 18.58% versus a gain of 11.53% for VTI.

Over three years, PRF compounded at +20.94% per year against +20.67% for VTI; over five years the annualized figures are +13.32% and +11.59% respectively. Across the full 21-year window we track, VTI has the edge at +9.41% annualized vs +9.19%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PRF has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.6% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -61.6% for PRF and -56.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PRF charges 0.34% per year while VTI charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, PRF currently yields 1.33% against 1.03% for VTI.

Holdings Overlap

PRF already in VTI96.6%
VTI already in PRF88.0%

96.6% of PRF's money is in holdings VTI also owns. 88.0% of VTI's money is in holdings PRF also owns.

Most of PRF is already inside VTI. Owning both mostly buys the same companies twice.

884 positions in common, counted across the 905 positions we hold weights for in PRF and 3,463 in VTI, against full books of 1,003 and 3,543.

What only one of them owns

Our book lists 397 positions for VTI that do not appear in our book for PRF (9.8% of the fund), and 12 for PRF that do not appear in VTI (0.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PRFWeight in VTIDifference
AAPLApple, Inc4.37%6.29%1.92%
MSFTMicrosoft Corp2.82%4.79%1.97%
NVDANvidia Corp0.64%6.40%5.76%
GOOGLAlphabet Inc,class A3.42%2.90%0.52%
AMZNAmazon.Com Inc2.19%3.65%1.46%
METAMeta Platforms Inc1.39%1.70%0.31%
AVGOBroadcom Inc0.52%2.56%2.04%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.76%1.28%0.48%
JPMJpmorgan Chase1.70%1.31%0.39%
XOMExxon Mobil Corp.1.90%0.89%1.01%

96.6% of PRF is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PRFVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PRF or VTI?

PRF has an expense ratio of 0.34% while VTI charges 0.03%. VTI is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, PRF or VTI?

Over the past year PRF returned +25.91% vs +15.74% for VTI, so PRF leads on 1-year performance. Over the longest common window we track (21 years), PRF annualized +9.19% vs +9.41% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PRF or VTI?

PRF has been the more volatile fund at 16.6% annualized versus 15.6% for VTI. Worst drawdown: PRF -61.6% vs VTI -56.6%.

Should I hold both PRF and VTI?

PRF and VTI have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between PRF and VTI?

96.6% of PRF's money is in holdings VTI also owns. 88.0% of VTI's is in holdings PRF also owns. They hold 884 positions in common, counted across the 905 positions we hold weights for in PRF and 3,463 in VTI.

Which pays a higher dividend, PRF or VTI?

PRF yields 1.33% while VTI yields 1.03%, so PRF currently pays the higher dividend yield.

Is VTI better than PRF?

VTI has a lower expense ratio. PRF led over 1Y, 3Y and 5Y, VTI over the full window. The two have moved almost in lockstep, correlation 0.96. PRF is less concentrated, with 22.6% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.