Compare · 2 funds side by side · dividends reinvested

PVAL and IUSV

PVALFranklin Templeton×IUSViShares×

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 incomeIUSV · 1.61% · $161 a year on $10k

Story of the two · RiskSmallest drop

PVAL and IUSV, 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%$16.0B1.5

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.61%+15.5%+16.1%+17.7%+11.3%−6.4%10.4%$28.9B1.5

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: PVAL 2021 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P U.S. Value ETF · $28.9B$17,110

IUSV

PVAL

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

$10,000 five years ago, dividends reinvested · they hold 26.9% in common

IUSVMeasurePVAL

+15.5%

More Ways to See the Pairs

IUSV vs PVAL: Top 5 Holdings

Today

IUSV

17.0%in top 5

PVAL

in top 528.4%

IUSVStockPVAL

not top 5MSFT9.5%

7.9%AAPL7.2%

3.8%AMZN4.6%

2.1%XOM3.9%

not top 5C

Cost, Income and Risk

Fees: PVAL, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

PVAL0.56%$56

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

Yields: PVAL, IUSV

1Y

1.61%highest, IUSV

FundTrailing yield

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

+21.7%

+16.1%1 yearTotal return+25.5%

+17.7%3 years · per year$10,000 became $16,318 · $19,717+25.4%

+11.3%5 years · per year$10,000 became $17,110 · $21,059+16.1%

0.04%Expense ratio$4 · $56 a year on $10k · lower is better0.56%

1.61%Trailing 12-mo yield$161 · $86 a year on $10k0.86%

−6.4%Worst dropSmaller is better−7.2%

10.4%VolatilityLower is calmer11.5%

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

4–4Level

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

3.2%

1.7%WMTnot top 5

1.5%COSTnot top 5

Held in common26.9%

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

IUSV vs PVAL Returns, Every Period

5Y

iSharesIUSV

+11.3%

5 years, per year

PVALFranklin Templeton

+16.1%

5 years, per year

IUSVPVALFaded: behind in that period

0–4PVAL wins

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

IUSV vs PVAL

YTD

iSharesIUSV

+15.5%

PVALFranklin Templeton

+21.7%

+15.5%Year to date+21.7%

−6.4%Worst drop · 1Y−7.2%

10.4%Volatility · 1Y11.5%

1.6%Yield0.9%

$28.9BAssets$16.0B

3–1IUSV wins

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

Yield

$10k

IUSV1.61%$161

PVAL0.86%$86

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

Income After Fees on $10,000

1Y

$157most kept, IUSV

IUSV$161 − $4 = $157

PVAL$86 − $56 = $30

KeptFee

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

Overlap: PVAL, IUSV

Today

26.9%most shared, PVAL and IUSV

PVALIUSV

PVAL—26.9%

IUSV26.9%—

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

IUSVWorst drop−6.4%10.4% vol

PVALWorst drop−7.2%11.5% vol

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

Paid More vs Made More

YTD

IUSVPVAL

+15.5%Year to date+21.7%

1.6%Yield0.9%

+16.1%Past year+25.5%

0.04%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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PVAL and IUSV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two