Compare · 2 funds side by side · dividends reinvested

PVAL and IWD

PVALFranklin Templeton×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,003PVAL · best of the two

02 / 04

PVAL and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.4

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.87%+20.3%+27.4%+26.8%+16.0%−7.2%10.8%$15.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PVAL 2021 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Putnam Focused Large Cap Value ETF · $15.5B$12,737

PVAL

IWD

iShares Russell 1000 Value ETF · $83.2B$12,837

$10,000 one year ago, dividends reinvested · they hold 31.6% in common

PVALMeasureIWD

+20.3%Year to dateJan 1 → Nov 3+24.2%

+27.4%1 yearTotal return+28.4%

+26.8%3 years · per year$10,000 became $20,390 · $18,980+23.8%

+16.0%5 years · per year$10,000 became $21,003 · $17,178+11.4%

0.56%Expense ratio$56 · $18 a year on $10k · lower is better0.18%

0.87%Trailing 12-mo yield$87 · $137 a year on $10k1.37%

−7.2%Worst dropSmaller is better−6.8%

10.8%VolatilityLower is calmer11.0%

PVALIWD Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IWD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PVAL vs IWD: Top 5 Holdings

Today

PVAL

28.4%in top 5

IWD

in top 521.8%

PVALStockIWD

9.5%MSFT5.1%

7.2%AAPL6.0%

4.6%AMZN5.6%

3.9%XOMnot top 5

3.2%Cnot top 5

not top 5BRK-B2.7%

not top 5JPM2.4%

Held in common31.6%

End-of-day Nov 3, 2026 · share of each fund

PVAL vs IWD Returns, Every Period

Franklin TempletonPVAL

+16.0%

5 years, per year

IWDiShares

+11.4%

5 years, per year

PVALIWDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PVAL vs IWD

YTD

Franklin TempletonPVAL

+20.3%

IWDiShares

+24.2%

+20.3%Year to date+24.2%

−7.2%Worst drop · 1Y−6.8%

10.8%Volatility · 1Y11.0%

0.9%Yield1.4%

$15.5BAssets$83.2B

3–1IWD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PVAL, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

PVAL0.56%$56

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PVAL, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

PVAL0.87%$87

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

PVAL$87 − $56 = $31

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PVAL, IWD

Today

31.6%most shared, PVAL and IWD

PVALIWD

PVAL—31.6%

IWD31.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

PVALWorst drop−7.2%10.8% vol

IWDWorst drop−6.8%11.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWDPVAL

+24.2%Year to date+20.3%

1.4%Yield0.9%

+28.4%Past year+27.4%

0.18%Fee0.56%

4–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026