Compare · 2 funds side by side · dividends reinvested

PVAL and IUSV

PVALFranklin Templeton×IUSViShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,124PVAL · best of the two

Story of the two · IncomeMost incomeIUSV · 1.62% · $162 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%0.87%+21.3%+27.4%+24.7%+16.1%−7.2%11.6%$15.5B1.5

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.62%+14.9%+17.7%+17.4%+11.4%−6.4%10.4%$28.1B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: PVAL 2021 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Putnam Focused Large Cap Value ETF · $15.5B$21,124

PVAL

IUSV

iShares Core S&P U.S. Value ETF · $28.1B$17,183

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

PVALMeasureIUSV

+21.3%

More Ways to See the Pairs

PVAL vs IUSV: Top 5 Holdings

Today

PVAL

28.4%in top 5

IUSV

in top 517.0%

PVALStockIUSV

9.5%MSFTnot top 5

7.2%AAPL7.9%

4.6%AMZN3.8%

3.9%XOM2.1%

3.2%C

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 10, 2026 · fee on $10,000 a year

Yields: PVAL, IUSV

1Y

1.62%highest, IUSV

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+14.9%

+27.4%1 yearTotal return+17.7%

+24.7%3 years · per year$10,000 became $19,399 · $16,190+17.4%

+16.1%5 years · per year$10,000 became $21,124 · $17,183+11.4%

0.56%Expense ratio$56 · $4 a year on $10k · lower is better0.04%

0.87%Trailing 12-mo yield$87 · $162 a year on $10k1.62%

−7.2%Worst dropSmaller is better−6.4%

11.6%VolatilityLower is calmer10.4%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5WMT1.7%

not top 5COST1.5%

Held in common27.0%

End-of-day Nov 10, 2026 · share of each fund

PVAL vs IUSV Returns, Every Period

5Y

Franklin TempletonPVAL

+16.1%

5 years, per year

IUSViShares

+11.4%

5 years, per year

PVALIUSVFaded: behind in that period

4–0PVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PVAL vs IUSV

YTD

Franklin TempletonPVAL

+21.3%

IUSViShares

+14.9%

+21.3%Year to date+14.9%

−7.2%Worst drop · 1Y−6.4%

11.6%Volatility · 1Y10.4%

0.9%Yield1.6%

$15.5BAssets$28.1B

3–1IUSV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

IUSV1.62%$162

PVAL0.87%$87

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$158most kept, IUSV

IUSV$162 − $4 = $158

PVAL$87 − $56 = $31

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PVAL, IUSV

Today

27.0%most shared, PVAL and IUSV

PVALIUSV

PVAL—27.0%

IUSV27.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+27.4%PVAL, at 11.6% volatility

IUSVWorst drop−6.4%10.4% vol

PVALWorst drop−7.2%11.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVPVAL

+14.9%Year to date+21.3%

1.6%Yield0.9%

+17.7%Past year+27.4%

0.04%Fee0.56%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 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