Compare · 3 funds side by side · dividends reinvested

IVV, PVAL and VUG

IVViShares×PVALFranklin Templeton×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,148PVAL · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

IVV, PVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.8%+26.0%+25.3%+16.2%−7.2%11.5%$15.9B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · PVAL 2021 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,326

VUG

PVAL

Putnam Focused Large Cap Value ETF · $15.9B$21,148

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

VUGMeasure

More Ways to See the Pairs

VUG vs PVAL: Top 5 Holdings

Today

VUG

45.2%in top 5

PVAL

in top 528.4%

VUGStockPVAL

13.5%NVDAnot top 5

12.5%AAPL7.2%

9.7%MSFT9.5%

5.2%GOOGLnot top 5

not top 5AMZN

Cost, Income and Risk

Fees: IVV, PVAL, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

PVAL0.56%$56

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, PVAL, VUG

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

PVAL

+4.9%Year to dateJan 1 → Nov 12+21.8%

+3.5%1 yearTotal return+26.0%

+22.1%3 years · per year$10,000 became $18,215 · $19,682+25.3%

+10.3%5 years · per year$10,000 became $16,326 · $21,148+16.2%

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

0.41%Trailing 12-mo yield$41 · $86 a year on $10k0.86%

−15.1%Worst dropSmaller is better−7.2%

19.1%VolatilityLower is calmer11.5%

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

1–7PVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

4.3%AVGOnot top 5

not top 5XOM3.9%

not top 5C3.2%

Held in common23.7%

End-of-day Nov 12, 2026 · share of each fund

VUG vs PVAL Returns, Every Period

5Y

VanguardVUG

+10.3%

5 years, per year

PVALFranklin Templeton

+16.2%

5 years, per year

VUGPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: VUG vs IVV

YTD

VanguardVUG

+4.9%

IVViShares

+12.0%

+4.9%Year to date+12.0%

−15.1%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y13.7%

0.4%Yield1.1%

$233BAssets$883B

4–0IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

PVAL0.86%$86

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, PVAL, VUG

Today

55.2%most shared, IVV and VUG

IVVPVALVUG

IVV—28.3%55.2%

PVAL28.3%—23.7%

VUG55.2%23.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.0%PVAL, at 11.5% volatility

PVALWorst drop−7.2%11.5% vol

IVVWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPVAL

+12.0%Year to date+21.8%

1.1%Yield0.9%

+12.2%Past year+26.0%

0.03%Fee0.56%

2–2level

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

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IVV, PVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three