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PRF vs SPY

Comparison between INVESCO FTSE RAFI US 1000 ETF (PRF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformancePRF has outperformed SPY, delivering a return of +16.6% compared to +13.2%

PRF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PRF
$9.60B
Winner
SPY
$784B
Expense Ratio
PRF
0.34%
Winner
SPY
0.09%
Max Drawdown
PRF
61.60%
Winner
SPY
56.47%
Sharpe Ratio
Winner
PRF
2.26
SPY
1.54
5Y Beta
Winner
PRF
0.77
SPY
1.00
P/E Ratio
Winner
PRF
24.60
SPY
27.62
Forward P/E
Winner
PRF
16.17
SPY
21.11
5Y Dividends CAGR
Winner
PRF
8.10%
SPY
6.00%
5Y EPS CAGR
PRF
13.26%
Winner
SPY
25.30%
Debt to Equity
PRF
35.30%
Winner
SPY
31.11%
P/S Ratio
Winner
PRF
1.59
SPY
3.49
P/B Ratio
Winner
PRF
2.97
SPY
5.30

PRF vs SPY - Holdings Comparison

PRF and SPY have 487 common holdings. Overlap is 63.38%

PRF's top 25 holdings weight is 36.86%. SPY's top 25 holdings weight is 51.24%.

RankPRFSPY
#1
ALPHABET INC CLASS A (GOOGL) - 4.36%
NVIDIA CORP (NVDA) - 7.81%
#2
APPLE INC (AAPL) - 4.32%
APPLE INC (AAPL) - 6.81%
#3
INTEL CORP (INTC) - 2.92%
MICROSOFT CORP (MSFT) - 4.53%
#4
MICROSOFT CORP (MSFT) - 2.08%
AMAZON.COM INC (AMZN) - 3.72%
#5
AMAZON.COM INC (AMZN) - 2.05%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
EXXON MOBIL CORP (XOM) - 1.81%
BROADCOM INC (AVGO) - 2.77%
#7
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.70%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
MICRON TECHNOLOGY INC (MU) - 1.52%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
JPMORGAN CHASE & CO (JPM) - 1.51%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
META PLATFORMS INC CLASS A (META) - 1.30%
TESLA INC (TSLA) - 1.76%
#11
CHEVRON CORP (CVX) - 1.29%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
UNITEDHEALTH GROUP INC (UNH) - 1.26%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
BANK OF AMERICA CORP (BAC) - 1.13%
ELI LILLY AND CO (LLY) - 1.38%
#14
JOHNSON & JOHNSON (JNJ) - 1.11%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
CITIGROUP INC (C) - 1.04%
EXXON MOBIL CORP (XOM) - 0.92%
#16
CISCO SYSTEMS INC (CSCO) - 0.98%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
WALMART INC (WMT) - 0.84%
VISA INC CLASS A (V) - 0.87%
#18
WELLS FARGO & CO (WFC) - 0.80%
INTEL CORP (INTC) - 0.85%
#19
PFIZER INC (PFE) - 0.78%
WALMART INC (WMT) - 0.82%
#20
MERCK & CO INC (MRK) - 0.75%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
VERIZON COMMUNICATIONS INC (VZ) - 0.75%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
PROCTER & GAMBLE CO (PG) - 0.66%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
AT&T INC (T) - 0.66%
CATERPILLAR INC (CAT) - 0.68%
#24
CVS HEALTH CORP (CVS) - 0.62%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
THE GOLDMAN SACHS GROUP INC (GS) - 0.62%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings1004505

PRF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PRF
+0.85%
SPY
-1.37%
3M
Winner
PRF
+13.43%
SPY
+12.22%
6M
Winner
PRF
+14.24%
SPY
+7.20%
1Y
Winner
PRF
+31.18%
SPY
+23.58%
5Y(CAGR)
Winner
PRF
+16.57%
SPY
+13.19%
10Y(CAGR)
Winner
PRF
+20.23%
SPY
+15.12%
Max(CAGR)
Winner
PRF
+18.00%
SPY
+8.44%

PRF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPRFSPY
2026+13.87%+7.95%
2025+18.58%+18.00%
2024+16.62%+25.59%
2023+20.61%+26.72%
2022-0.86%-18.64%
2021+42.24%+30.52%
2020+18.48%+17.28%
2019+38.04%+31.09%
2018-1.49%-5.24%
2017+22.91%+20.78%
2016+30.02%+13.59%
2015+6.06%+1.31%
2014+21.40%+14.56%
2013+41.04%+29.00%
2012+25.01%+14.17%
2011+6.67%+0.85%
2010+24.60%+13.14%
2009+47.56%+22.67%
2008-33.60%-36.25%
2007+8.00%+5.32%
2006+22.66%+13.85%
2005-0.34%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PRF vs SPY Drawdown Comparison

The maximum drawdown for PRF was -55.09%, occurring on Mar 9, 2009. Recovery took 666 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PRF drawdown is -1.39%. The current SPY drawdown is -3.18%.

RankPRFSPY
#1-55.09%
Jul 13, 2007 - Mar 5, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.84%
Feb 12, 2020 - Sep 2, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.05%
Apr 23, 2010 - Nov 2, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.92%
Jul 7, 2011 - Jan 18, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.11%
Sep 24, 2018 - Mar 18, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.75%
Mar 29, 2022 - Jan 12, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.83%
Nov 29, 2024 - Jul 1, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-13.24%
Jun 23, 2015 - Dec 23, 2015		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.65%
Dec 29, 2015 - Mar 17, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.76%
Mar 26, 2012 - Aug 7, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.41%
Jan 26, 2018 - Jul 25, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.22%
Jul 31, 2023 - Dec 8, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.28%
Feb 2, 2023 - Jun 13, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.82%
Sep 19, 2014 - Nov 6, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.68%
Jan 12, 2022 - Mar 25, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PRF and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

PRF vs SPY dividend yield comparison.

YearPRFSPY
20260.67%0.50%
20251.59%1.07%
20241.78%1.21%
20235.35%1.40%
202210.06%1.65%
20217.89%1.20%
20209.87%1.52%
20199.97%1.75%
201811.25%2.04%
20177.89%1.80%
201610.85%2.03%
201511.23%2.06%
20148.64%1.87%
20137.78%1.81%
201210.19%2.18%
201110.28%2.05%
20107.07%1.80%
20097.54%1.95%
200814.57%3.02%
20077.56%1.85%
20065.24%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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