Compare · 3 funds side by side · dividends reinvested

IUSV, PVAL and IWF

IUSViShares×PVALFranklin Templeton×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,129PVAL · best of the three

Story of the three · IncomeMost incomeIUSV · 1.61% · $161 a year on $10k

Story of the three · RiskSmallest drop

IUSV, PVAL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.61%+15.9%+18.0%+17.8%+11.5%−6.4%10.4%$28.7B1.6

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+22.0%+27.2%+25.1%+16.1%−7.2%11.5%$15.9B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IUSV 2000 · PVAL 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P U.S. Value ETF · $28.7B$17,225

IUSV

PVAL

Putnam Focused Large Cap Value ETF · $15.9B$21,129

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

IUSV

More Ways to See the Pairs

IUSV vs PVAL: Top 5 Holdings

Today

IUSV

17.0%in top 5

PVAL

in top 528.4%

IUSVStockPVAL

not top 5MSFT9.5%

7.9%AAPL7.2%

3.9%AMZN4.6%

2.1%XOM3.9%

not top 5C

Cost, Income and Risk

Fees: IUSV, PVAL, IWF

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

IWF0.18%$18

PVAL0.56%$56

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IUSV, PVAL, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

PVAL

+15.9%Year to dateJan 1 → Nov 11+22.0%

+18.0%1 yearTotal return+27.2%

+17.8%3 years · per year$10,000 became $16,363 · $19,592+25.1%

+11.5%5 years · per year$10,000 became $17,225 · $21,129+16.1%

0.04%Expense ratio$4 · $56 a year on $10k · lower is better0.56%

1.61%Trailing 12-mo yield$161 · $86 a year on $10k0.86%

−6.4%Worst dropSmaller is better−7.2%

10.4%VolatilityLower is calmer11.5%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.2%

1.7%WMTnot top 5

1.5%COSTnot top 5

Held in common27.0%

End-of-day Nov 11, 2026 · share of each fund

IUSV vs PVAL Returns, Every Period

5Y

iSharesIUSV

+11.5%

5 years, per year

PVALFranklin Templeton

+16.1%

5 years, per year

IUSVPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IUSV vs PVAL

YTD

iSharesIUSV

+15.9%

PVALFranklin Templeton

+22.0%

+15.9%Year to date+22.0%

−6.4%Worst drop · 1Y−7.2%

10.4%Volatility · 1Y11.5%

1.6%Yield0.9%

$28.7BAssets$15.9B

3–1IUSV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.61%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.61%$161

PVAL0.86%$86

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$157most kept, IUSV

IUSV$161 − $4 = $157

PVAL$86 − $56 = $30

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IUSV, PVAL, IWF

Today

27.0%most shared, IUSV and PVAL

IUSVPVALIWF

IUSV—27.0%24.3%

PVAL27.0%—17.2%

IWF24.3%17.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.2%PVAL, at 11.5% volatility

IUSVWorst drop−6.4%10.4% vol

PVALWorst drop−7.2%11.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVPVAL

+15.9%Year to date+22.0%

1.6%Yield0.9%

+18.0%Past year+27.2%

0.04%Fee0.56%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IUSV, PVAL and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three