Compare · 4 funds side by side · dividends reinvested

PVAL, IVV, IWF and VOO

PVALFranklin Templeton×IVViShares×IWFiShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,198PVAL · best of the four

02 / 04

PVAL, IVV, IWF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.6%+28.8%+25.2%+16.2%−7.2%11.6%$15.5B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PVAL 2021 · IVV 2000 · IWF 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Putnam Focused Large Cap Value ETF · $15.5B$21,198

PVAL

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

PVALMeasureIVV

+21.6%Year to dateJan 1 → Nov 9+11.3%

+28.8%1 yearTotal return+13.6%

+25.2%3 years · per year$10,000 became $19,612 · $18,159+22.0%

+16.2%5 years · per year$10,000 became $21,198 · $17,545+11.9%

0.56%Expense ratio$56 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $111 a year on $10k1.11%

−7.2%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.8%

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

6–2PVAL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PVAL vs IVV: Top 5 Holdings

Today

PVAL

28.4%in top 5

IVV

in top 527.8%

PVALStockIVV

9.5%MSFT6.2%

7.2%AAPL7.9%

not top 5NVDA7.1%

4.6%AMZN4.0%

3.9%XOMnot top 5

3.2%Cnot top 5

not top 5GOOGL2.6%

Held in common28.5%

End-of-day Nov 9, 2026 · share of each fund

PVAL vs IVV Returns, Every Period

Franklin TempletonPVAL

+16.2%

5 years, per year

IVViShares

+11.9%

5 years, per year

PVALIVVFaded: behind in that period

4–0PVAL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PVAL vs IVV

YTD

Franklin TempletonPVAL

+21.6%

IVViShares

+11.3%

+21.6%Year to date+11.3%

−7.2%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.8%

0.9%Yield1.1%

$15.5BAssets$853B

3–1PVAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PVAL, IVV, IWF, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

IWF0.18%$18

PVAL0.56%$56

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PVAL, IVV, IWF, VOO

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

PVAL0.86%$86

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

PVAL$86 − $56 = $30

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PVAL, IVV, IWF, VOO

Today

92.7%most shared, IVV and VOO

PVALIVVIWFVOO

PVAL—28.5%17.3%27.6%

IVV28.5%—56.0%92.7%

IWF17.3%56.0%—59.3%

VOO27.6%92.7%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+28.8%PVAL, at 11.6% volatility

PVALWorst drop−7.2%11.6% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPVAL

+11.3%Year to date+21.6%

1.1%Yield0.9%

+13.6%Past year+28.8%

0.03%Fee0.56%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026