Compare · 4 funds side by side · dividends reinvested

PVAL, DFAT, IWF and VO

PVALFranklin Templeton×DFATDimensional×IWFiShares×VOVanguard×

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

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

PVAL, DFAT, IWF and VO, 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%$16.0B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.3

Rank among the four1st → 4thFee, 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: PVAL 2021 · DFAT 2000 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PVAL

More Ways to See the Pairs

PVAL vs DFAT: Top 5 Holdings

Today

PVAL

28.4%in top 5

DFAT

in top 53.6%

PVALStockDFAT

9.5%MSFTnot top 5

7.2%AAPLnot top 5

4.6%AMZNnot top 5

3.9%XOMnot top 5

3.2%Cnot top 5

Cost, Income and Risk

Fees: PVAL, DFAT, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAT0.31%$31

PVAL0.56%$56

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

Popular Pairs Near These Four

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%

DFAT

Dimensional - US Targeted Value ETF · $31.5B$15,633

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PVALMeasureDFAT

+21.8%Year to dateJan 1 → Nov 12+18.5%

+26.0%1 yearTotal return+22.9%

+25.3%3 years · per year$10,000 became $19,682 · $16,236+17.5%

+16.2%5 years · per year$10,000 became $21,148 · $15,633+9.3%

0.56%Expense ratio$56 · $31 a year on $10k · lower is better0.31%

0.86%Trailing 12-mo yield$86 · $133 a year on $10k1.33%

−7.2%Worst dropSmaller is better−9.6%

11.5%VolatilityLower is calmer14.8%

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

6–2PVAL wins

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

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.0%

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

PVAL vs DFAT Returns, Every Period

5Y

Franklin TempletonPVAL

+16.2%

5 years, per year

DFATDimensional

+9.3%

5 years, per year

PVALDFATFaded: behind in that period

4–0PVAL wins

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

PVAL vs VO

YTD

Franklin TempletonPVAL

+21.8%

VOVanguard

+14.0%

+21.8%Year to date+14.0%

−7.2%Worst drop · 1Y−8.2%

11.5%Volatility · 1Y13.2%

0.9%Yield1.3%

$16.0BAssets$103B

3–1PVAL wins

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

Yields: PVAL, DFAT, IWF, VO

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAT1.33%$133

PVAL0.86%$86

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

DFAT$133 − $31 = $102

PVAL$86 − $56 = $30

IWF$37 − $18 = $19

KeptFee

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

Overlap: PVAL, DFAT, IWF, VO

Today

16.9%most shared, PVAL and IWF

PVALDFATIWFVO

PVAL—0.0%16.9%6.2%

DFAT0.0%—0.0%0.0%

IWF16.9%0.0%—9.4%

VO6.2%0.0%9.4%—

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

Return vs Bumpiness: 4 ETFs

1Y

+26.0%PVAL, at 11.5% volatility

PVALWorst drop−7.2%11.5% vol

VOWorst drop−8.2%13.2% vol

DFATWorst drop−9.6%14.8% 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

VOPVAL

+14.0%Year to date+21.8%

1.3%Yield0.9%

+13.7%Past year+26.0%

0.03%Fee0.56%

2–2level

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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PVAL, DFAT, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four