Compare · 2 funds side by side · dividends reinvested

PVAL and IJH

PVALFranklin Templeton×IJHiShares×

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

PVAL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.88%+19.4%+27.0%+25.7%+15.9%−7.2%11.4%$15.9B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Putnam Focused Large Cap Value ETF · $15.9B$20,918

PVAL

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

PVALMeasureIJH

+19.4%Year to dateJan 1 → Nov 5+9.5%

+27.0%1 yearTotal return+12.9%

+25.7%3 years · per year$10,000 became $19,864 · $15,806+16.5%

+15.9%5 years · per year$10,000 became $20,918 · $13,830+6.7%

0.56%Expense ratio$56 · $5 a year on $10k · lower is better0.05%

0.88%Trailing 12-mo yield$88 · $126 a year on $10k1.26%

−7.2%Worst dropSmaller is better−8.8%

11.4%VolatilityLower is calmer15.5%

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

6–2PVAL 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 IJH: Top 5 Holdings

Today

PVAL

28.4%in top 5

IJH

in top 53.5%

PVALStockIJH

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

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.4%

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

PVAL vs IJH Returns, Every Period

Franklin TempletonPVAL

+15.9%

5 years, per year

IJHiShares

+6.7%

5 years, per year

PVALIJHFaded: behind in that period

4–0PVAL wins

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

PVAL vs IJH

YTD

Franklin TempletonPVAL

+19.4%

IJHiShares

+9.5%

+19.4%Year to date+9.5%

−7.2%Worst drop · 1Y−8.8%

11.4%Volatility · 1Y15.5%

0.9%Yield1.3%

$15.9BAssets$121B

3–1PVAL wins

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

Cost, Income and Risk

Fees: PVAL, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

PVAL0.56%$56

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

Yields: PVAL, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

PVAL0.88%$88

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

PVAL$88 − $56 = $32

KeptFee

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

Overlap: PVAL, IJH

Today

0.4%most shared, PVAL and IJH

PVALIJH

PVAL—0.4%

IJH0.4%—

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

Return vs Bumpiness: 2 ETFs

+27.0%PVAL, at 11.4% volatility

PVALWorst drop−7.2%11.4% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHPVAL

+9.5%Year to date+19.4%

1.3%Yield0.9%

+12.9%Past year+27.0%

0.05%Fee0.56%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026