Compare · 3 funds side by side · dividends reinvested

PVAL, IWF and IJH

PVALFranklin Templeton×IWFiShares×IJHiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,918PVAL · best of the three

02 / 04

PVAL, IWF and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.88%+19.4%+27.0%+25.7%+15.9%−7.2%11.4%$15.9B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: PVAL 2021 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Putnam Focused Large Cap Value ETF · $15.9B$20,918

PVAL

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 17.2% in common

PVALMeasureIWF

+19.4%Year to dateJan 1 → Nov 5−6.5%

+27.0%1 yearTotal return−7.6%

+25.7%3 years · per year$10,000 became $19,864 · $17,073+19.5%

+15.9%5 years · per year$10,000 became $20,918 · $15,330+8.9%

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

0.88%Trailing 12-mo yield$88 · $39 a year on $10k0.39%

−7.2%Worst dropSmaller is better−14.6%

11.4%VolatilityLower is calmer19.3%

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

7–1PVAL wins

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

More Ways to See the Pairs

PVAL vs IWF: Top 5 Holdings

Today

PVAL

28.4%in top 5

IWF

in top 539.6%

PVALStockIWF

not top 5NVDA14.6%

9.5%MSFT6.4%

7.2%AAPL8.5%

not top 5GOOGL5.3%

not top 5AVGO4.7%

4.6%AMZNnot top 5

3.9%XOMnot top 5

3.2%Cnot top 5

Held in common17.2%

End-of-day Nov 5, 2026 · share of each fund

PVAL vs IWF Returns, Every Period

Franklin TempletonPVAL

+15.9%

5 years, per year

IWFiShares

+8.9%

5 years, per year

PVALIWFFaded: behind in that period

4–0PVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PVAL vs IJH

YTD

Franklin TempletonPVAL

+19.4%

IJHiShares

+9.5%

+19.4%Year to date+9.5%

−7.2%Worst drop · 1Y−8.8%

11.4%Volatility · 1Y15.5%

0.9%Yield1.3%

$15.9BAssets$121B

3–1PVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PVAL, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

PVAL0.56%$56

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PVAL, IWF, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

PVAL0.88%$88

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

PVAL$88 − $56 = $32

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PVAL, IWF, IJH

Today

17.2%most shared, PVAL and IWF

PVALIWFIJH

PVAL—17.2%0.4%

IWF17.2%—1.9%

IJH0.4%1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.0%PVAL, at 11.4% volatility

PVALWorst drop−7.2%11.4% vol

IJHWorst drop−8.8%15.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHPVAL

+9.5%Year to date+19.4%

1.3%Yield0.9%

+12.9%Past year+27.0%

0.05%Fee0.56%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026