Compare · 4 funds side by side · dividends reinvested

IVV, PVAL, VUG and VOO

IVViShares×PVALFranklin Templeton×VUGVanguard×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,832PVAL · best of the four

02 / 04

IVV, PVAL, VUG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.88%+19.0%+25.6%+25.2%+15.8%−7.2%11.4%$15.5B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · PVAL 2021 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

PVAL

Putnam Focused Large Cap Value ETF · $15.5B$20,832

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

IVVMeasurePVAL

+8.7%Year to dateJan 1 → Nov 6+19.0%

+9.8%1 yearTotal return+25.6%

+21.8%3 years · per year$10,000 became $18,084 · $19,624+25.2%

+11.4%5 years · per year$10,000 became $17,177 · $20,832+15.8%

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

1.14%Trailing 12-mo yield$114 · $88 a year on $10k0.88%

−8.9%Worst dropSmaller is better−7.2%

13.6%VolatilityLower is calmer11.4%

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

2–6PVAL wins

End-of-day Nov 6, 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

27.8%in top 5

PVAL

in top 528.4%

IVVStockPVAL

6.3%MSFT9.5%

7.9%AAPL7.2%

6.9%NVDAnot top 5

4.0%AMZN4.6%

not top 5XOM3.9%

not top 5C3.2%

2.6%GOOGLnot top 5

Held in common28.6%

End-of-day Nov 6, 2026 · share of each fund

IVV vs PVAL Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

PVALFranklin Templeton

+15.8%

5 years, per year

IVVPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IVV vs VOO

YTD

iSharesIVV

+8.7%

VOOVanguard

+8.7%

+8.7%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.5%

1.1%Yield1.1%

$853BAssets$1.00T

1–0VOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, PVAL, VUG, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

VOO0.03%$3

PVAL0.56%$56

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, PVAL, VUG, VOO

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

PVAL0.88%$88

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VUG$42 − $3 = $39

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, PVAL, VUG, VOO

Today

92.2%most shared, IVV and VOO

IVVPVALVUGVOO

IVV—28.6%54.8%92.2%

PVAL28.6%—23.7%27.6%

VUG54.8%23.7%—58.2%

VOO92.2%27.6%58.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+25.6%PVAL, at 11.4% volatility

PVALWorst drop−7.2%11.4% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPVAL

+8.7%Year to date+19.0%

1.1%Yield0.9%

+9.8%Past year+25.6%

0.03%Fee0.56%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026