Compare · 2 funds side by side · dividends reinvested

IWD and PVAL

IWDiShares×PVALFranklin Templeton×

Versus in desk

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

02 / 04

IWD and PVAL, 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%$15.5B1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

PVAL

IWD

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

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

PVALMeasureIWD

+19.4%Year to dateJan 1 → Nov 5+24.1%

+27.0%1 yearTotal return+29.3%

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

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

0.56%Expense ratio$56 · $18 a year on $10k · lower is better0.18%

0.88%Trailing 12-mo yield$88 · $137 a year on $10k1.37%

−7.2%Worst dropSmaller is better−6.8%

11.4%VolatilityLower is calmer11.6%

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

3–5IWD wins

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

More Ways to See the Pairs

PVAL vs IWD: Top 5 Holdings

Today

PVAL

28.4%in top 5

IWD

in top 522.6%

PVALStockIWD

9.5%MSFT5.3%

7.2%AAPL6.0%

4.6%AMZN6.1%

3.9%XOMnot top 5

3.2%Cnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common31.4%

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

PVAL vs IWD Returns, Every Period

Franklin TempletonPVAL

+15.9%

5 years, per year

IWDiShares

+11.5%

5 years, per year

PVALIWDFaded: behind in that period

2–2Level

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

PVAL vs IWD

YTD

Franklin TempletonPVAL

+19.4%

IWDiShares

+24.1%

+19.4%Year to date+24.1%

−7.2%Worst drop · 1Y−6.8%

11.4%Volatility · 1Y11.6%

0.9%Yield1.4%

$15.5BAssets$85.3B

3–1IWD wins

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

Cost, Income and Risk

Fees: IWD, PVAL

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

PVAL0.56%$56

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

Yields: IWD, PVAL

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

PVAL0.88%$88

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

KeptFee

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

Overlap: IWD, PVAL

Today

31.4%most shared, IWD and PVAL

IWDPVAL

IWD—31.4%

PVAL31.4%—

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

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

PVALWorst drop−7.2%11.4% vol

IWDWorst drop−6.8%11.6% 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 Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026