Compare · 4 funds side by side · dividends reinvested

PVAL, IWD, VUG and VO

PVALFranklin Templeton×IWDiShares×VUGVanguard×VOVanguard×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$21,148PVAL · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

PVAL, IWD, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$85.1B1.8

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.8%+26.0%+25.3%+16.2%−7.2%11.5%$15.9B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B3.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: PVAL 2021 · IWD 2000 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Putnam Focused Large Cap Value ETF · $15.9B$21,148

PVAL

More Ways to See the Pairs

PVAL vs IWD: Top 5 Holdings

Today

PVAL

28.4%in top 5

IWD

in top 522.6%

PVALStockIWD

9.5%MSFT5.2%

7.2%AAPL6.0%

4.6%AMZN6.3%

3.9%XOMnot top 5

3.2%C

Cost, Income and Risk

Fees: PVAL, IWD, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWD0.18%$18

PVAL0.56%$56

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IWD

iShares Russell 1000 Value ETF · $85.1B$17,402

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

PVALMeasureIWD

+21.8%Year to dateJan 1 → Nov 12+26.2%

+26.0%1 yearTotal return+28.7%

+25.3%3 years · per year$10,000 became $19,682 · $18,423+22.6%

+16.2%5 years · per year$10,000 became $21,148 · $17,402+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 12, 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 12, 2026 · share of each fund

PVAL vs IWD Returns, Every Period

5Y

Franklin TempletonPVAL

+16.2%

5 years, per year

IWDiShares

+11.7%

5 years, per year

PVALIWDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

PVAL vs VO

YTD

Franklin TempletonPVAL

+21.8%

VOVanguard

+14.0%

+21.8%Year to date+14.0%

−7.2%Worst drop · 1Y−8.2%

11.5%Volatility · 1Y13.2%

0.9%Yield1.3%

$15.9BAssets$103B

3–1PVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: PVAL, IWD, VUG, VO

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWD1.34%$134

PVAL0.86%$86

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWD$134 − $18 = $116

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PVAL, IWD, VUG, VO

Today

31.2%most shared, PVAL and IWD

PVALIWDVUGVO

PVAL—31.2%23.7%6.2%

IWD31.2%—22.8%21.4%

VUG23.7%22.8%—10.2%

VO6.2%21.4%10.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.7%IWD, at 11.7% volatility

PVALWorst drop−7.2%11.5% vol

IWDWorst drop−6.8%11.7% vol

VOWorst drop−8.2%13.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWD

+14.0%Year to date+26.2%

1.3%Yield1.3%

+13.7%Past year+28.7%

0.03%Fee0.18%

2–1IWD wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

PVAL, IWD, VUG and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four