Compare · 2 funds side by side · dividends reinvested

IYF and PVAL

IYFiShares×PVALFranklin Templeton×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,059PVAL · best of the two

Story of the two · IncomeMost incomeIYF · 1.43% · $143 a year on $10k

Story of the two · RiskSmallest drop

IYF and PVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.7%+25.5%+25.4%+16.1%−7.2%11.5%$16.0B1.3

iShares U.S. Financials ETFSectors · Financials0.37%1.43%+6.5%+9.2%+23.4%+10.6%−13.9%15.2%$3.9B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IYF 2000 · PVAL 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Putnam Focused Large Cap Value ETF · $16.0B$21,059

PVAL

IYF

iShares U.S. Financials ETF · $3.9B$16,521

$10,000 five years ago, dividends reinvested · they hold 11.4% in common

PVALMeasureIYF

+21.7%

More Ways to See the Pairs

PVAL vs IYF: Top 5 Holdings

Today

PVAL

28.4%in top 5

IYF

in top 534.9%

PVALStockIYF

not top 5BRK-B13.1%

not top 5JPM10.9%

9.5%MSFTnot top 5

7.2%AAPLnot top 5

4.6%AMZNnot top 5

Cost, Income and Risk

Fees: IYF, PVAL

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

PVAL0.56%$56

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IYF, PVAL

1Y

1.43%highest, IYF

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+6.5%

+25.5%1 yearTotal return+9.2%

+25.4%3 years · per year$10,000 became $19,717 · $18,803+23.4%

+16.1%5 years · per year$10,000 became $21,059 · $16,521+10.6%

0.56%Expense ratio$56 · $37 a year on $10k · lower is better0.37%

0.86%Trailing 12-mo yield$86 · $143 a year on $10k1.43%

−7.2%Worst dropSmaller is better−13.9%

11.5%VolatilityLower is calmer15.2%

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

6–2PVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%XOMnot top 5

not top 5WFC3.7%

not top 5BAC3.6%

not top 5GS3.6%

3.2%Cnot top 5

Held in common11.4%

End-of-day Nov 13, 2026 · share of each fund

PVAL vs IYF Returns, Every Period

5Y

Franklin TempletonPVAL

+16.1%

5 years, per year

IYFiShares

+10.6%

5 years, per year

PVALIYFFaded: behind in that period

4–0PVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: PVAL vs IYF

YTD

Franklin TempletonPVAL

+21.7%

IYFiShares

+6.5%

+21.7%Year to date+6.5%

−7.2%Worst drop · 1Y−13.9%

11.5%Volatility · 1Y15.2%

0.9%Yield1.4%

$16.0BAssets$3.9B

3–1PVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

IYF1.43%$143

PVAL0.86%$86

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$106most kept, IYF

IYF$143 − $37 = $106

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IYF, PVAL

Today

11.4%most shared, IYF and PVAL

IYFPVAL

IYF—11.4%

PVAL11.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+25.5%PVAL, at 11.5% volatility

PVALWorst drop−7.2%11.5% vol

IYFWorst drop−13.9%15.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IYFPVAL

+6.5%Year to date+21.7%

1.4%Yield0.9%

+9.2%Past year+25.5%

0.37%Fee0.56%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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IYF and PVAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two