Compare · 3 funds side by side · dividends reinvested

PVAL, IWD and VUG

PVALFranklin Templeton×IWDiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,124PVAL · 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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.5

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.87%+21.3%+27.4%+24.7%+16.1%−7.2%11.6%$15.5B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.8

Rank among the three1st → 3rdFee, 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 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,410

IWD

PVAL

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

$10,000 five years ago, dividends reinvested · they hold 31.3% in common

IWDMeasure

More Ways to See the Pairs

IWD vs PVAL: Top 5 Holdings

Today

IWD

22.7%in top 5

PVAL

in top 528.4%

IWDStockPVAL

5.3%MSFT9.5%

6.0%AAPL7.2%

6.2%AMZN4.6%

not top 5XOM3.9%

not top 5C

Cost, Income and Risk

Fees: PVAL, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

PVAL0.56%$56

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

Yields: PVAL, IWD, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

PVAL

+26.2%Year to dateJan 1 → Nov 10+21.3%

+30.5%1 yearTotal return+27.4%

+22.2%3 years · per year$10,000 became $18,244 · $19,399+24.7%

+11.7%5 years · per year$10,000 became $17,410 · $21,124+16.1%

0.18%Expense ratio$18 · $56 a year on $10k · lower is better0.56%

1.34%Trailing 12-mo yield$134 · $87 a year on $10k0.87%

−6.8%Worst dropSmaller is better−7.2%

11.7%VolatilityLower is calmer11.6%

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

5–3IWD wins

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

3.2%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common31.3%

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

IWD vs PVAL Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

PVALFranklin Templeton

+16.1%

5 years, per year

IWDPVALFaded: behind in that period

2–2Level

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

IWD vs PVAL

YTD

iSharesIWD

+26.2%

PVALFranklin Templeton

+21.3%

+26.2%Year to date+21.3%

−6.8%Worst drop · 1Y−7.2%

11.7%Volatility · 1Y11.6%

1.3%Yield0.9%

$84.7BAssets$15.5B

3–1IWD wins

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

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

PVAL0.87%$87

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

PVAL$87 − $56 = $31

KeptFee

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

Overlap: PVAL, IWD, VUG

Today

31.3%most shared, PVAL and IWD

PVALIWDVUG

PVAL—31.3%23.7%

IWD31.3%—23.0%

VUG23.7%23.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+30.5%IWD, at 11.7% volatility

PVALWorst drop−7.2%11.6% vol

IWDWorst drop−6.8%11.7% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IWDPVAL

+26.2%Year to date+21.3%

1.3%Yield0.9%

+30.5%Past year+27.4%

0.18%Fee0.56%

4–0IWD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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PVAL, IWD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three