Compare · 3 funds side by side · dividends reinvested

IWD, PVAL and IWF

IWDiShares×PVALFranklin Templeton×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,918PVAL · best of the three

02 / 04

IWD, PVAL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.4

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.88%+19.4%+27.0%+25.7%+15.9%−7.2%11.4%$15.5B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWD 2000 · PVAL 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $85.3B$17,246

IWD

PVAL

Putnam Focused Large Cap Value ETF · $15.5B$20,918

$10,000 five years ago, dividends reinvested · they hold 31.4% in common

IWDMeasurePVAL

+24.1%Year to dateJan 1 → Nov 5+19.4%

+29.3%1 yearTotal return+27.0%

+23.0%3 years · per year$10,000 became $18,611 · $19,864+25.7%

+11.5%5 years · per year$10,000 became $17,246 · $20,918+15.9%

0.18%Expense ratio$18 · $56 a year on $10k · lower is better0.56%

1.37%Trailing 12-mo yield$137 · $88 a year on $10k0.88%

−6.8%Worst dropSmaller is better−7.2%

11.6%VolatilityLower is calmer11.4%

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

5–3IWD wins

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

More Ways to See the Pairs

IWD vs PVAL: Top 5 Holdings

Today

IWD

22.6%in top 5

PVAL

in top 528.4%

IWDStockPVAL

5.3%MSFT9.5%

6.0%AAPL7.2%

6.1%AMZN4.6%

not top 5XOM3.9%

not top 5C3.2%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common31.4%

End-of-day Nov 5, 2026 · share of each fund

IWD vs PVAL Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

PVALFranklin Templeton

+15.9%

5 years, per year

IWDPVALFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWD vs PVAL

YTD

iSharesIWD

+24.1%

PVALFranklin Templeton

+19.4%

+24.1%Year to date+19.4%

−6.8%Worst drop · 1Y−7.2%

11.6%Volatility · 1Y11.4%

1.4%Yield0.9%

$85.3BAssets$15.5B

3–1IWD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, PVAL, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

PVAL0.56%$56

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWD, PVAL, IWF

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

PVAL0.88%$88

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

PVAL$88 − $56 = $32

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWD, PVAL, IWF

Today

31.4%most shared, IWD and PVAL

IWDPVALIWF

IWD—31.4%18.7%

PVAL31.4%—17.2%

IWF18.7%17.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%IWD, at 11.6% volatility

PVALWorst drop−7.2%11.4% vol

IWDWorst drop−6.8%11.6% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDPVAL

+24.1%Year to date+19.4%

1.4%Yield0.9%

+29.3%Past year+27.0%

0.18%Fee0.56%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026