From Nasdaq: 2025-05-12 06:20:00

The Invesco RAFI US 1000 ETF (PRF) was launched on 12/19/2005, with over $7.51 billion in assets, offering exposure to the Large Cap Value segment of the US equity market. Large cap companies have market capitalizations over $10 billion, providing stability and lower risk than mid and small cap companies.

PRF has an expense ratio of 0.33% and a 1.88% dividend yield. The fund has a heavy allocation in the Financials sector (21.70%), with top holdings including Berkshire Hathaway Inc (BRK/B), Apple Inc (AAPL), and Exxon Mobil Corp (XOM). The top 10 holdings account for 19.27% of total assets.

Performance-wise, PRF seeks to match the FTSE RAFI US 1000 Index and has returned -1.07% YTD and 6.52% in the last year. With a beta of 0.92 and standard deviation of 16.02%, it presents medium risk with 1096 holdings for diversification.

The ETF holds a Zacks ETF Rank of 2 (Buy) and is a suitable option for investors looking for exposure to Large Cap Value. Alternatives like Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV) track similar indices with varying assets and expense ratios. Passively managed ETFs like PRF are favored for their low costs and transparency.



Read more at Nasdaq: Should Invesco RAFI US 1000 ETF (PRF) Be on Your Investing Radar?