Compare · 2 funds side by side · dividends reinvested

IWF and PVAL

IWFiShares×PVALFranklin Templeton×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

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

Story of the two · IncomeMost incomePVAL · 0.86% · $86 a year on $10k

Story of the two · RiskSmallest drop

IWF and PVAL, 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%$16.0B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B1.9

Rank among the two1st → 2ndFee, 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: IWF 2000 · PVAL 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,697

IWF

PVAL

Putnam Focused Large Cap Value ETF · $16.0B$21,148

$10,000 five years ago, dividends reinvested · they hold 16.9% in common

IWFMeasurePVAL

−1.5%

More Ways to See the Pairs

IWF vs PVAL: Top 5 Holdings

Today

IWF

38.2%in top 5

PVAL

in top 528.4%

IWFStockPVAL

12.8%NVDAnot top 5

6.1%MSFT9.5%

8.8%AAPL7.2%

5.4%GOOGLnot top 5

5.1%AVGO

Cost, Income and Risk

Fees: IWF, PVAL

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

PVAL0.56%$56

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

Yields: IWF, PVAL

1Y

0.86%highest, PVAL

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+21.8%

−3.0%1 yearTotal return+26.0%

+19.2%3 years · per year$10,000 became $16,957 · $19,682+25.3%

+9.4%5 years · per year$10,000 became $15,697 · $21,148+16.2%

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

0.37%Trailing 12-mo yield$37 · $86 a year on $10k0.86%

−14.6%Worst dropSmaller is better−7.2%

19.6%VolatilityLower is calmer11.5%

IWFPVAL 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

not top 5

not top 5AMZN4.6%

not top 5XOM3.9%

not top 5C3.2%

Held in common16.9%

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

IWF vs PVAL Returns, Every Period

5Y

iSharesIWF

+9.4%

5 years, per year

PVALFranklin Templeton

+16.2%

5 years, per year

IWFPVALFaded: behind in that period

0–4PVAL wins

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

IWF vs PVAL

YTD

iSharesIWF

−1.5%

PVALFranklin Templeton

+21.8%

−1.5%Year to date+21.8%

−14.6%Worst drop · 1Y−7.2%

19.6%Volatility · 1Y11.5%

0.4%Yield0.9%

$119BAssets$16.0B

4–0PVAL wins

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

$10k

PVAL0.86%$86

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$30most kept, PVAL

PVAL$86 − $56 = $30

IWF$37 − $18 = $19

KeptFee

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

Overlap: IWF, PVAL

Today

16.9%most shared, IWF and PVAL

IWFPVAL

IWF—16.9%

PVAL16.9%—

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

Return vs Bumpiness: 2 ETFs

1Y

+26.0%PVAL, at 11.5% volatility

PVALWorst drop−7.2%11.5% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

PVALIWF

+21.8%Year to date−1.5%

0.9%Yield0.4%

+26.0%Past year−3.0%

0.56%Fee0.18%

3–1PVAL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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IWF and PVAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two