Compare · 3 funds side by side · dividends reinvested

PVAL, IWD and IJH

PVALFranklin Templeton×IWDiShares×IJHiShares×

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 incomeIWD · 1.34% · $134 a year on $10k

Story of the three · RiskSmallest drop

PVAL, IWD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.9B1.5

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.7%+25.5%+25.4%+16.1%−7.2%11.5%$16.0B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.6

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 · IWD 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PVAL

IWD

iShares Russell 1000 Value ETF · $84.9B$17,356

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

PVALMeasure

More Ways to See the Pairs

PVAL vs IWD: Top 5 Holdings

Today

PVAL

28.4%in top 5

IWD

in top 522.4%

PVALStockIWD

9.5%MSFT5.0%

7.2%AAPL6.1%

4.6%AMZN6.1%

3.9%XOMnot top 5

3.2%C

Cost, Income and Risk

Fees: PVAL, IWD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWD0.18%$18

PVAL0.56%$56

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

Yields: PVAL, IWD, IJH

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IWD

+21.7%Year to dateJan 1 → Nov 13+26.5%

+25.5%1 yearTotal return+28.6%

+25.4%3 years · per year$10,000 became $19,717 · $18,519+22.8%

+16.1%5 years · per year$10,000 became $21,059 · $17,356+11.7%

0.56%Expense ratio$56 · $18 a year on $10k · lower is better0.18%

0.86%Trailing 12-mo yield$86 · $134 a year on $10k1.34%

−7.2%Worst dropSmaller is better−6.8%

11.5%VolatilityLower is calmer11.7%

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

3–5IWD wins

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

not top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common31.2%

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

PVAL vs IWD Returns, Every Period

5Y

Franklin TempletonPVAL

+16.1%

5 years, per year

IWDiShares

+11.7%

5 years, per year

PVALIWDFaded: behind in that period

2–2Level

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

PVAL vs IWD

YTD

Franklin TempletonPVAL

+21.7%

IWDiShares

+26.5%

+21.7%Year to date+26.5%

−7.2%Worst drop · 1Y−6.8%

11.5%Volatility · 1Y11.7%

0.9%Yield1.3%

$16.0BAssets$84.9B

3–1IWD wins

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

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

IJH1.22%$122

PVAL0.86%$86

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

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

IWD$134 − $18 = $116

PVAL$86 − $56 = $30

KeptFee

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

Overlap: PVAL, IWD, IJH

Today

31.2%most shared, PVAL and IWD

PVALIWDIJH

PVAL—31.2%0.4%

IWD31.2%—6.2%

IJH0.4%6.2%—

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

Return vs Bumpiness: 3 ETFs

1Y

+28.6%IWD, at 11.7% volatility

PVALWorst drop−7.2%11.5% vol

IWDWorst drop−6.8%11.7% vol

IJHWorst drop−8.8%15.8% vol

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

Paid More vs Made More

YTD

IWDPVAL

+26.5%Year to date+21.7%

1.3%Yield0.9%

+28.6%Past year+25.5%

0.18%Fee0.56%

4–0IWD wins

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

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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PVAL, IWD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three