Is Invesco RAFI US 1500 Small-Mid ETF (PRFZ) a Strong ETF Right Now?

Launched on 09/20/2006, the Invesco RAFI US 1500 Small-Mid ETF (PRFZ) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Blend category of the market.

Zacks Investment Research • Dec 8, 2025

Should Invesco RAFI US 1500 Small-Mid ETF (PRFZ) Be on Your Investing Radar?

The Invesco RAFI US 1500 Small-Mid ETF (PRFZ) was launched on September 20, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.

Zacks Investment Research • Nov 24, 2025

PRFZ: A Small-Cap Fund Where Fundamentals Is The Core Theme

The Invesco RAFI US 1500 Small-Mid ETF (PRFZ) offers diversified small-cap exposure with a strong profitability bias and fundamentals-based selection. PRFZ maintains a neutral sector mix and trades at a valuation close to the Russell 2000, but its expense ratio is higher than peers. While PRFZ has outperformed the Russell 2000 and many peers in the short term, its long-term performance is middle-of-the-pack.

Seeking Alpha • Sep 28, 2025

Should Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ), a passively managed exchange traded fund launched on 09/20/2006.

Zacks Investment Research • Mar 18, 2025

Is Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) a Strong ETF Right Now?

Launched on 09/20/2006, the Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Blend category of the market.

Zacks Investment Research • Jan 31, 2025

PRFZ: Small-Cap ETF Defining Size By Fundamentals

Invesco FTSE RAFI US 1500 Small-Mid ETF is a small-cap ETF based on “fundamental size”. Fundamental size is a score combining book value, cash flow, sales, and dividends. The PRFZ ETF is highly diversified, shows value characteristics, and has outperformed a small-cap benchmark since its inception.

Seeking Alpha • Dec 13, 2024

PRFZ: It Turns Out Fundamentals Do Matter

Invesco FTSE RAFI US 1500 Small-Mid ETF is a fund focused on small- and mid-cap stocks, using fundamental indexing to capture upside potential while lowering risk. The PRFZ fund holds over 1400 diversified holdings, with sector weightings in Financials, Industrials, and Consumer Discretionary. PRFZ has outperformed a passive small and mid-cap ETF since 2020, showing the importance of fundamental indexing in volatile markets.

Seeking Alpha • Jul 23, 2024

PRFZ: Top Performing Small-Cap Fund

The Invesco FTSE RAFI US 1500 Small-Mid ETF uses Research Affiliates' Fundamental Index to weight its index and has delivered better returns than passive market-capitalization based ETFs. It has also beaten the well-respected actively managed Royce Value Trust that is my current small-cap investment pick.

Seeking Alpha • Jan 30, 2024

PRFZ Outperforming More Popular IWM ETF

The iShares Russell 2000 ETF tracks the performance of the Russell 2000 Index. Invesco FTSE RAFI US 1500 Small-Mid ETF tracks the FTSE RAFI™ US Mid Small 1500 Index. Here I compare both ETFs by holdings, risk factors, and most importantly, performance, with the results being I give PRFZ a Buy rating.

Seeking Alpha • Jul 28, 2023

Should Invesco FTSE RAFI US 1500 SmallMid ETF (PRFZ) Be on Your Investing Radar?

Style Box ETF report for PRFZ

Zacks Investment Research • Jan 23, 2023