Compare · 3 funds side by side · dividends reinvested

PVAL, IVV and SPY

PVALFranklin Templeton×IVViShares×SPYSPDR×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,059PVAL · best of the three

Story of the three · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

PVAL, IVV and SPY, 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 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$806B2.5

Rank among the three1st → 3rdFee, 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 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PVAL

SPY

State Street SPDR S&P 500 ETF · $806B$17,214

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

PVALMeasure

More Ways to See the Pairs

PVAL vs SPY: Top 5 Holdings

Today

PVAL

28.4%in top 5

SPY

in top 526.8%

PVALStockSPY

9.5%MSFT5.9%

7.2%AAPL7.9%

not top 5NVDA6.4%

4.6%AMZN4.0%

3.9%XOM

Cost, Income and Risk

Fees: PVAL, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PVAL0.56%$56

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

Yields: PVAL, IVV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPY

+21.7%Year to dateJan 1 → Nov 13+11.5%

+25.5%1 yearTotal return+11.6%

+25.4%3 years · per year$10,000 became $19,717 · $17,889+21.4%

+16.1%5 years · per year$10,000 became $21,059 · $17,214+11.5%

0.56%Expense ratio$56 · $9 a year on $10k · lower is better0.09%

0.86%Trailing 12-mo yield$86 · $101 a year on $10k1.01%

−7.2%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer13.7%

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

6–2PVAL wins

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

not top 5

3.2%Cnot top 5

not top 5GOOGL2.6%

Held in common28.3%

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

PVAL vs SPY Returns, Every Period

5Y

Franklin TempletonPVAL

+16.1%

5 years, per year

SPYSPDR

+11.5%

5 years, per year

PVALSPYFaded: behind in that period

4–0PVAL wins

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

Stocks vs Core: PVAL vs IVV

YTD

Franklin TempletonPVAL

+21.7%

IVViShares

+11.5%

+21.7%Year to date+11.5%

−7.2%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y13.8%

0.9%Yield1.1%

$16.0BAssets$879B

3–1PVAL wins

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

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

PVAL0.86%$86

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

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

PVAL$86 − $56 = $30

KeptFee

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

Overlap: PVAL, IVV, SPY

Today

99.9%most shared, IVV and SPY

PVALIVVSPY

PVAL—28.3%28.3%

IVV28.3%—99.9%

SPY28.3%99.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%PVAL, at 11.5% volatility

PVALWorst drop−7.2%11.5% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IVVPVAL

+11.5%Year to date+21.7%

1.1%Yield0.9%

+11.6%Past year+25.5%

0.03%Fee0.56%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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PVAL, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three