PRF vs IGM
Comparison between INVESCO RAFI US 1000 ETF (PRF, ETF) and ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF).
5-Year PerformanceIGM has outperformed PRF, delivering a return of +21.3% compared to +12.6%
PRF vs IGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRF
$9.50B
IGM
$9.50B
Expense Ratio
Winner
PRF
0.34%
IGM
0.39%
Max Drawdown
Winner
PRF
61.60%
IGM
65.59%
Sharpe Ratio
Winner
PRF
2.38
IGM
2.20
5Y Beta
Winner
PRF
0.77
IGM
1.40
P/E Ratio
Winner
PRF
25.89
IGM
41.44
Forward P/E
Winner
PRF
16.78
IGM
24.21
5Y Dividends CAGR
Winner
PRF
7.13%
IGM
6.80%
5Y EPS CAGR
PRF
12.92%
Winner
IGM
31.19%
Debt to Equity
Winner
PRF
35.16%
IGM
43.84%
P/S Ratio
Winner
PRF
1.60
IGM
7.61
P/B Ratio
Winner
PRF
2.91
IGM
9.23
PRF vs IGM - Holdings Comparison
PRF and IGM have 83 common holdings. Overlap is 23.20%
PRF's top 25 holdings weight is 37.27%. IGM's top 25 holdings weight is 70.44%.
| Rank | PRF | IGM |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 4.81% | BROADCOM INC (AVGO) - 8.97% |
| #2 | APPLE INC (AAPL) - 4.25% | NVIDIA CORP (NVDA) - 7.85% |
| #3 | INTEL CORP (INTC) - 2.98% | APPLE INC (AAPL) - 7.81% |
| #4 | AMAZON.COM INC (AMZN) - 2.38% | MICROSOFT CORP (MSFT) - 7.52% |
| #5 | MICROSOFT CORP (MSFT) - 2.17% | ALPHABET INC CLASS A (GOOGL) - 5.07% |
| #6 | EXXON MOBIL CORP (XOM) - 1.88% | ALPHABET INC CLASS C (GOOG) - 4.03% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.65% | META PLATFORMS INC CLASS A (META) - 3.63% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.52% | MICRON TECHNOLOGY INC (MU) - 3.50% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.39% | ADVANCED MICRO DEVICES INC (AMD) - 3.00% |
| #10 | CHEVRON CORP (CVX) - 1.32% | INTEL CORP (INTC) - 2.42% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.14% | NETFLIX INC (NFLX) - 2.07% |
| #12 | BANK OF AMERICA CORP (BAC) - 1.12% | CISCO SYSTEMS INC (CSCO) - 1.97% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.11% | n/a (PLTR) - 1.80% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.06% | LAM RESEARCH CORP (LRCX) - 1.74% |
| #15 | CITIGROUP INC (C) - 1.01% | APPLIED MATERIALS INC (AMAT) - 1.67% |
| #16 | WALMART INC (WMT) - 0.93% | ORACLE CORP (ORCL) - 1.65% |
| #17 | PFIZER INC (PFE) - 0.81% | TEXAS INSTRUMENTS INC (TXN) - 1.37% |
| #18 | WELLS FARGO & CO (WFC) - 0.79% | KLA CORP (KLAC) - 1.21% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.78% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.16% |
| #20 | VERIZON COMMUNICATIONS INC (VZ) - 0.77% | ANALOG DEVICES INC (ADI) - 1.05% |
| #21 | AT&T INC (T) - 0.74% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.21% |
| #22 | MERCK & CO INC (MRK) - 0.72% | ROPER TECHNOLOGIES INC (ROP) - 0.20% |
| #23 | BROADCOM INC (AVGO) - 0.68% | JABIL INC (JBL) - 0.19% |
| #24 | PROCTER & GAMBLE CO (PG) - 0.65% | FLEX LTD (FLEX) - 0.18% |
| #25 | CONOCOPHILLIPS (COP) - 0.61% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.17% |
| Total Holdings | 917 | 251 |
PRF vs IGM - Historical Returns
Returns include dividend reinvestment.
1M
PRF
+6.06%
Winner
IGM
+18.51%
3M
PRF
+6.65%
Winner
IGM
+24.96%
6M
PRF
+15.85%
Winner
IGM
+21.38%
1Y
PRF
+31.31%
Winner
IGM
+50.90%
5Y(CAGR)
PRF
+12.61%
Winner
IGM
+21.27%
10Y(CAGR)
PRF
+13.83%
Winner
IGM
+24.62%
Max(CAGR)
PRF
+10.60%
Winner
IGM
+12.54%
PRF vs IGM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PRF | IGM |
|---|---|---|
| 2026 | +11.70% | +19.59% |
| 2025 | +18.58% | +26.55% |
| 2024 | +16.62% | +40.71% |
| 2023 | +15.97% | +60.79% |
| 2022 | -8.43% | -36.30% |
| 2021 | +32.93% | +27.74% |
| 2020 | +7.20% | +42.37% |
| 2019 | +27.00% | +40.83% |
| 2018 | -9.27% | +0.88% |
| 2017 | +15.10% | +36.21% |
| 2016 | +18.82% | +15.44% |
| 2015 | -2.81% | +9.72% |
| 2014 | +13.21% | +15.91% |
| 2013 | +31.81% | +30.12% |
| 2012 | +15.15% | +12.93% |
| 2011 | -1.65% | -2.46% |
| 2010 | +17.32% | +10.41% |
| 2009 | +37.49% | +56.01% |
| 2008 | -39.32% | -42.38% |
| 2007 | +1.93% | +15.95% |
| 2006 | +17.29% | +6.51% |
| 2005 | -0.34% | +2.73% |
| 2004 | N/A | +2.37% |
| 2003 | N/A | +46.02% |
| 2002 | N/A | -41.77% |
| 2001 | N/A | -4.99% |
PRF vs IGM Drawdown Comparison
The maximum drawdown for PRF was -60.36%, occurring on Mar 9, 2009. Recovery took 908 trading sessions.
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The current IGM drawdown is -0.45%.
| Rank | PRF | IGM |
|---|---|---|
| #1 | -60.36% Jul 13, 2007 - Feb 17, 2011 | -65.59% May 22, 2001 - Feb 7, 2011 |
| #2 | -38.13% Feb 12, 2020 - Nov 16, 2020 | -40.68% Nov 19, 2021 - Dec 19, 2023 |
| #3 | -21.26% Apr 29, 2011 - Mar 13, 2012 | -30.18% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -19.76% Sep 21, 2018 - Jul 3, 2019 | -26.38% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -19.74% Jan 12, 2022 - Dec 11, 2023 | -24.18% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -15.83% Nov 29, 2024 - Jul 1, 2025 | -20.11% Feb 17, 2011 - Feb 3, 2012 |
| #7 | -15.74% May 21, 2015 - Jun 8, 2016 | -18.93% Mar 23, 2001 - Apr 18, 2001 |
| #8 | -10.76% Mar 26, 2012 - Sep 6, 2012 | -17.31% Dec 4, 2015 - Jul 12, 2016 |
| #9 | -10.60% Jan 26, 2018 - Sep 19, 2018 | -16.44% Oct 29, 2025 - Apr 16, 2026 |
| #10 | -7.86% Sep 5, 2014 - Nov 6, 2014 | -14.79% Jul 10, 2024 - Oct 14, 2024 |
| #11 | -6.89% Oct 18, 2012 - Dec 18, 2012 | -13.30% Apr 2, 2012 - Sep 14, 2012 |
| #12 | -6.81% Jul 26, 2019 - Sep 11, 2019 | -12.78% Sep 2, 2020 - Dec 1, 2020 |
| #13 | -6.68% May 10, 2006 - Sep 1, 2006 | -12.72% Jul 20, 2015 - Oct 23, 2015 |
| #14 | -6.60% Feb 11, 2026 - Apr 14, 2026 | -11.46% Apr 29, 2019 - Jul 3, 2019 |
| #15 | -6.54% Jun 8, 2016 - Jul 12, 2016 | -11.13% Sep 14, 2012 - Feb 1, 2013 |
Correlation
Correlation between PRF and IGM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
PRF vs IGM dividend yield comparison.
| Year | PRF | IGM |
|---|---|---|
| 2026 | 0.35% | 0.03% |
| 2025 | 1.59% | 0.17% |
| 2024 | 1.78% | 0.22% |
| 2023 | 1.84% | 0.33% |
| 2022 | 2.01% | 0.66% |
| 2021 | 1.58% | 0.16% |
| 2020 | 1.97% | 0.32% |
| 2019 | 1.99% | 0.50% |
| 2018 | 2.25% | 0.57% |
| 2017 | 1.58% | 0.57% |
| 2016 | 2.17% | 0.90% |
| 2015 | 2.25% | 0.79% |
| 2014 | 1.73% | 0.88% |
| 2013 | 1.56% | 0.78% |
| 2012 | 2.04% | 0.94% |
| 2011 | 2.06% | 0.60% |
| 2010 | 1.41% | 0.41% |
| 2009 | 1.51% | 0.36% |
| 2008 | 2.91% | 0.58% |
| 2007 | 1.51% | 0.19% |
| 2006 | 1.05% | 0.08% |
| 2005 | 0.00% | 0.14% |
| 2004 | 0.00% | 0.70% |
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