PRF vs VTI

Quick Verdict

VTI has a lower expense ratio. PRF delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: PRFMore Diversified: VTI

Side-by-Side Comparison

MetricPRFVTIWinner
Expense Ratio0.34%0.03%
AUM$9.8B$663.5B
Dividend Yield1.37%1.07%
Holdings1,0043,543
YTD Return+19.29%+13.92%
1Y Return+33.89%+24.07%
3Y Return (annualized)+20.44%+20.88%
5Y Return (annualized)+13.80%+12.47%
Volatility (annualized)16.6%15.3%
Max Drawdown-61.6%-56.6%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionDec 19, 2005May 24, 2001

PRF vs VTI Performance

Invesco RAFI US 1000 ETF (PRF) is a ETF from Invesco (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year PRF returned +33.89% while VTI returned +24.07%. Year to date, PRF is up 19.29% versus a gain of 13.92% for VTI.

Over three years, PRF compounded at +20.44% per year against +20.88% for VTI; over five years the annualized figures are +13.80% and +12.47% respectively. Across the full 21-year window we track, PRF has the edge at +9.27% annualized vs +8.13%. 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 15.3% 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 worth weighing if you expect to sell during market stress rather than ride it out.

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 1.37% against 1.07% for VTI.

Holdings Overlap

57.8%overlap

PRF and VTI share 752 holdings out of 2924 unique holdings combined, representing a 57.8% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in PRFWeight in VTIDifference
AAPL4.01%5.84%1.83%
NVDA0.59%6.32%5.73%
GOOGL3.68%2.88%0.80%
MSFTProProPro
AMZNProProPro
INTCProProPro
METAProProPro
MUProProPro
AVGOProProPro
JPMProProPro
See all 10 holdings PRF shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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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. On a $10,000 investment, that is $31 per year of difference.

Which performed better, PRF or VTI?

Over the past year PRF returned +33.89% vs +24.07% for VTI, so PRF leads on 1-year performance. Over the longest common window we track (21 years), PRF annualized +9.27% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, PRF or VTI?

PRF has been the more volatile fund at 16.6% annualized versus 15.3% 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. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between PRF and VTI?

PRF and VTI share 752 common holdings with a 57.8% weight overlap. Combined, they hold 2924 unique securities.

Which pays a higher dividend, PRF or VTI?

PRF yields 1.37% while VTI yields 1.07%, so PRF currently pays the higher dividend yield.

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