Compare · 3 funds side by side · dividends reinvested

PVAL, IWD and VUG

PVALFranklin Templeton×IWDiShares×VUGVanguard×

02 / 04

−0.1%

Search ETFs and stocks

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 VUG, 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%$16.0B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−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 13, 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 · $84.9B$17,356

IWD

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

IWDMeasure

More Ways to See the Pairs

IWD vs VUG: Top 5 Holdings

Today

IWD

22.4%in top 5

VUG

in top 545.2%

IWDStockVUG

not top 5NVDA13.5%

6.1%AAPL12.5%

5.0%MSFT9.7%

6.1%AMZNnot top 5

not top 5GOOGL

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 13, 2026 · fee on $10,000 a year

Yields: PVAL, IWD, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

VUG

+26.5%Year to dateJan 1 → Nov 13+3.9%

+28.6%1 yearTotal return+2.8%

+22.8%3 years · per year$10,000 became $18,519 · $17,979+21.6%

+11.7%5 years · per year$10,000 became $17,356 · $16,151+10.1%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.34%Trailing 12-mo yield$134 · $41 a year on $10k0.41%

−6.8%Worst dropSmaller is better−15.1%

11.7%VolatilityLower is calmer19.1%

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

7–1IWD wins

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

5.2%

not top 5AVGO4.3%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common22.8%

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

IWD vs VUG Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

IWDVUGFaded: behind in that period

4–0IWD wins

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

IWD vs PVAL

YTD

iSharesIWD

+26.5%

PVALFranklin Templeton

+21.7%

+26.5%Year to date+21.7%

−6.8%Worst drop · 1Y−7.2%

11.7%Volatility · 1Y11.5%

1.3%Yield0.9%

$84.9BAssets$16.0B

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

PVAL0.86%$86

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

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

Overlap: PVAL, IWD, VUG

Today

31.2%most shared, PVAL and IWD

PVALIWDVUG

PVAL—31.2%23.7%

IWD31.2%—22.8%

VUG23.7%22.8%—

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

VUGWorst drop−15.1%19.1% 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

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV 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

Loading…

PVAL, IWD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three