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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 +13.4% compared to +13.2%

PRF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PRF
$9.70B
Winner
SPY
$781B
Expense Ratio
PRF
0.34%
Winner
SPY
0.09%
Max Drawdown
PRF
61.60%
Winner
SPY
56.47%
Sharpe Ratio
Winner
PRF
2.35
SPY
1.43
5Y Beta
Winner
PRF
0.77
SPY
1.00
P/E Ratio
Winner
PRF
24.61
SPY
26.48
Forward P/E
Winner
PRF
16.45
SPY
20.89
PEG Ratio
PRF
N/A
SPY
0.30
5Y Dividends CAGR
Winner
PRF
8.10%
SPY
6.00%
5Y EPS CAGR
PRF
14.78%
Winner
SPY
26.40%
Debt to Equity
PRF
51.80%
Winner
SPY
48.17%
P/S Ratio
Winner
PRF
1.87
SPY
3.72
P/B Ratio
Winner
PRF
2.95
SPY
5.55

PRF vs SPY - Holdings Comparison

PRF and SPY have 437 common holdings. Overlap is 51.30%

PRF's top 25 holdings weight is 33.84%. SPY's top 25 holdings weight is 51.49%.

RankPRFSPY
#1
APPLE INC (AAPL) - 4.46%
NVIDIA CORP (NVDA) - 7.76%
#2
ALPHABET INC CLASS A (GOOGL) - 3.77%
APPLE INC (AAPL) - 7.44%
#3
INTEL CORP (INTC) - 2.20%
MICROSOFT CORP (MSFT) - 4.56%
#4
MICROSOFT CORP (MSFT) - 2.20%
AMAZON.COM INC (AMZN) - 3.74%
#5
AMAZON.COM INC (AMZN) - 2.12%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.79%
BROADCOM INC (AVGO) - 2.83%
#7
EXXON MOBIL CORP (XOM) - 1.71%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
JPMORGAN CHASE & CO (JPM) - 1.63%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
META PLATFORMS INC CLASS A (META) - 1.51%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
UNITEDHEALTH GROUP INC (UNH) - 1.39%
TESLA INC (TSLA) - 1.65%
#11
BANK OF AMERICA CORP (BAC) - 1.21%
ELI LILLY AND CO (LLY) - 1.44%
#12
CHEVRON CORP (CVX) - 1.18%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
JOHNSON & JOHNSON (JNJ) - 1.17%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
MICRON TECHNOLOGY INC (MU) - 1.03%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
CITIGROUP INC (C) - 0.95%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
WELLS FARGO & CO (WFC) - 0.84%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
CISCO SYSTEMS INC (CSCO) - 0.84%
VISA INC CLASS A (V) - 0.91%
#18
WALMART INC (WMT) - 0.78%
INTEL CORP (INTC) - 0.77%
#19
MERCK & CO INC (MRK) - 0.76%
WALMART INC (WMT) - 0.75%
#20
PFIZER INC (PFE) - 0.71%
ABBVIE INC (ABBV) - 0.70%
#21
UNION PACIFIC CORP (UNP) - 0.33%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
CAPITAL ONE FINANCIAL CORP (COF) - 0.32%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
PHILIP MORRIS INTERNATIONAL INC (PM) - 0.32%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
LOWE'S COMPANIES INC (LOW) - 0.31%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
ABBOTT LABORATORIES (ABT) - 0.31%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings947505

PRF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PRF
+2.19%
Winner
SPY
+2.30%
3M
Winner
PRF
+6.26%
SPY
+5.00%
6M
Winner
PRF
+12.10%
SPY
+11.88%
1Y
Winner
PRF
+32.82%
SPY
+22.80%
5Y(CAGR)
Winner
PRF
+13.42%
SPY
+13.20%
10Y(CAGR)
PRF
+13.72%
Winner
SPY
+15.26%
Max(CAGR)
Winner
PRF
+10.79%
SPY
+8.59%

PRF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPRFSPY
2026+18.47%+13.10%
2025+18.58%+18.00%
2024+16.62%+25.59%
2023+15.97%+26.72%
2022-8.43%-18.64%
2021+32.93%+30.52%
2020+7.20%+17.28%
2019+27.00%+31.09%
2018-9.27%-5.24%
2017+15.10%+20.78%
2016+18.82%+13.59%
2015-2.81%+1.31%
2014+13.21%+14.56%
2013+31.81%+29.00%
2012+15.15%+14.17%
2011-1.65%+0.85%
2010+17.32%+13.14%
2009+37.49%+22.67%
2008-39.32%-36.25%
2007+1.93%+5.32%
2006+17.29%+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 -60.36%, occurring on Mar 9, 2009. Recovery took 908 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 -0.68%. The current SPY drawdown is -0.36%.

RankPRFSPY
#1-60.36%
Jul 13, 2007 - Feb 17, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-38.13%
Feb 12, 2020 - Nov 16, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.26%
Apr 29, 2011 - Mar 13, 2012		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.76%
Sep 21, 2018 - Jul 3, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.74%
Jan 12, 2022 - Dec 11, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.83%
Nov 29, 2024 - Jul 1, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.74%
May 21, 2015 - Jun 8, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.76%
Mar 26, 2012 - Sep 6, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.60%
Jan 26, 2018 - Sep 19, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.86%
Sep 5, 2014 - Nov 6, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.89%
Oct 18, 2012 - Dec 18, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.81%
Jul 26, 2019 - Sep 11, 2019		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.68%
May 10, 2006 - Sep 1, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.60%
Feb 11, 2026 - Apr 14, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.54%
Jun 8, 2016 - Jul 12, 2016		-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
20260.65%0.48%
20251.59%1.07%
20241.78%1.21%
20231.84%1.40%
20222.01%1.65%
20211.58%1.20%
20201.97%1.52%
20191.99%1.75%
20182.25%2.04%
20171.58%1.80%
20162.17%2.03%
20152.25%2.06%
20141.73%1.87%
20131.56%1.81%
20122.04%2.18%
20112.06%2.05%
20101.41%1.80%
20091.51%1.95%
20082.91%3.02%
20071.51%1.85%
20061.05%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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