Compare · 3 funds side by side · dividends reinvested

IVV, PVAL and VOO

IVViShares×PVALFranklin Templeton×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,751PVAL · best of the three

02 / 04

IVV, PVAL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.85%+23.0%+30.2%+27.2%+16.8%−7.2%11.0%$15.5B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · PVAL 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

PVAL

Putnam Focused Large Cap Value ETF · $15.5B$21,751

$10,000 five years ago, dividends reinvested · they hold 28.1% in common

IVVMeasurePVAL

+13.4%Year to dateJan 1 → Nov 4+23.0%

+13.5%1 yearTotal return+30.2%

+24.2%3 years · per year$10,000 became $19,178 · $20,585+27.2%

+12.6%5 years · per year$10,000 became $18,118 · $21,751+16.8%

0.03%Expense ratio$3 · $56 a year on $10k · lower is better0.56%

1.09%Trailing 12-mo yield$109 · $85 a year on $10k0.85%

−8.9%Worst dropSmaller is better−7.2%

12.9%VolatilityLower is calmer11.0%

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

2–6PVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs PVAL: Top 5 Holdings

Today

IVV

27.3%in top 5

PVAL

in top 528.4%

IVVStockPVAL

5.9%MSFT9.5%

7.7%NVDAnot top 5

7.4%AAPL7.2%

3.8%AMZN4.6%

not top 5XOM3.9%

not top 5C3.2%

2.5%GOOGLnot top 5

Held in common28.1%

End-of-day Nov 4, 2026 · share of each fund

IVV vs PVAL Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

PVALFranklin Templeton

+16.8%

5 years, per year

IVVPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IVV vs VOO

YTD

iSharesIVV

+13.4%

VOOVanguard

+13.4%

+13.4%Year to date+13.4%

−8.9%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.8%

1.1%Yield1.1%

$887BAssets$1.00T

1–0VOO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, PVAL, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

PVAL0.56%$56

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVV, PVAL, VOO

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

VOO1.05%$105

PVAL0.85%$85

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

PVAL$85 − $56 = $29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVV, PVAL, VOO

Today

94.5%most shared, IVV and VOO

IVVPVALVOO

IVV—28.1%94.5%

PVAL28.1%—27.6%

VOO94.5%27.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.2%PVAL, at 11.0% volatility

PVALWorst drop−7.2%11.0% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPVAL

+13.4%Year to date+23.0%

1.1%Yield0.9%

+13.5%Past year+30.2%

0.03%Fee0.56%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026