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$21,129PVAL · 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%+26.8%+30.1%+22.6%+11.7%−6.8%11.7%$85.1B1.6

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+22.0%+27.2%+25.1%+16.1%−7.2%11.5%$15.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: PVAL 2021 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,557

VUG

PVAL

Putnam Focused Large Cap Value ETF · $15.9B$21,129

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

VUGMeasure

More Ways to See the Pairs

VUG vs PVAL: Top 5 Holdings

Today

VUG

45.2%in top 5

PVAL

in top 528.4%

VUGStockPVAL

13.5%NVDAnot top 5

12.5%AAPL7.2%

9.7%MSFT9.5%

5.2%GOOGLnot top 5

not top 5AMZN

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 11, 2026 · fee on $10,000 a year

Yields: PVAL, IWD, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

PVAL

+5.1%Year to dateJan 1 → Nov 11+22.0%

+3.6%1 yearTotal return+27.2%

+22.6%3 years · per year$10,000 became $18,430 · $19,592+25.1%

+10.6%5 years · per year$10,000 became $16,557 · $21,129+16.1%

0.03%Expense ratio$3 · $56 a year on $10k · lower is better0.56%

0.41%Trailing 12-mo yield$41 · $86 a year on $10k0.86%

−15.1%Worst dropSmaller is better−7.2%

19.1%VolatilityLower is calmer11.5%

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

1–7PVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

4.3%AVGOnot top 5

not top 5XOM3.9%

not top 5C3.2%

Held in common23.7%

End-of-day Nov 11, 2026 · share of each fund

VUG vs PVAL Returns, Every Period

5Y

VanguardVUG

+10.6%

5 years, per year

PVALFranklin Templeton

+16.1%

5 years, per year

VUGPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VUG vs IWD

YTD

VanguardVUG

+5.1%

IWDiShares

+26.8%

+5.1%Year to date+26.8%

−15.1%Worst drop · 1Y−6.8%

19.1%Volatility · 1Y11.7%

0.4%Yield1.3%

$233BAssets$85.1B

4–0IWD wins

End-of-day Nov 11, 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 11, 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 11, 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 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.1%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 11, 2026 · up and left is better

Paid More vs Made More

YTD

IWDPVAL

+26.8%Year to date+22.0%

1.3%Yield0.9%

+30.1%Past year+27.2%

0.18%Fee0.56%

4–0IWD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 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