Compare · 2 funds side by side · dividends reinvested

PVAL and PKW

PVALFranklin Templeton×PKWInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,751PVAL · best of the two

02 / 04

PVAL and PKW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.85%+23.0%+30.2%+27.2%+16.8%−7.2%11.0%$15.5B1.0

Invesco BuyBack Achievers ETFUnsorted0.63%0.63%+14.5%+19.1%+22.7%+11.6%−7.9%13.0%$1.7B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PVAL 2021 · PKW 2006

Head to Head

Swap sides Versus in desk

Head to Head

Putnam Focused Large Cap Value ETF · $15.5B$21,751

PVAL

PKW

Invesco BuyBack Achievers ETF · $1.7B$17,279

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

PVALMeasurePKW

+23.0%Year to dateJan 1 → Nov 4+14.5%

+30.2%1 yearTotal return+19.1%

+27.2%3 years · per year$10,000 became $20,585 · $18,467+22.7%

+16.8%5 years · per year$10,000 became $21,751 · $17,279+11.6%

0.56%Expense ratio$56 · $63 a year on $10k · lower is better0.63%

0.85%Trailing 12-mo yield$85 · $63 a year on $10k0.63%

−7.2%Worst dropSmaller is better−7.9%

11.0%VolatilityLower is calmer13.0%

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

8–0PVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PVAL vs PKW: Top 5 Holdings

Today

PVAL

28.4%in top 5

PKW

in top 522.9%

PVALStockPKW

9.5%MSFTnot top 5

7.2%AAPLnot top 5

not top 5WFC5.1%

4.6%AMZNnot top 5

not top 5CRM4.6%

3.2%C4.5%

not top 5SCHW4.3%

not top 5BAC4.3%

3.9%XOMnot top 5

Held in common14.1%

End-of-day Nov 4, 2026 · share of each fund

PVAL vs PKW Returns, Every Period

Franklin TempletonPVAL

+16.8%

5 years, per year

PKWInvesco

+11.6%

5 years, per year

PVALPKWFaded: behind in that period

4–0PVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Unsorted: PVAL vs PKW

YTD

Franklin TempletonPVAL

+23.0%

PKWInvesco

+14.5%

+23.0%Year to date+14.5%

−7.2%Worst drop · 1Y−7.9%

11.0%Volatility · 1Y13.0%

0.9%Yield0.6%

$15.5BAssets$1.7B

4–0PVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PVAL, PKW

Today

0.56%lowest, PVAL

FundExpense ratioFee$10k

PVAL0.56%$56

PKW0.63%$63

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PVAL, PKW

0.85%highest, PVAL

FundTrailing yieldYield$10k

PVAL0.85%$85

PKW0.63%$63

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$29most kept, PVAL

PVAL$85 − $56 = $29

PKW$63 − $63 = $0

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PVAL, PKW

Today

14.1%most shared, PVAL and PKW

PVALPKW

PVAL—14.1%

PKW14.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.2%PVAL, at 11.0% volatility

PVALWorst drop−7.2%11.0% vol

PKWWorst drop−7.9%13.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PVALPKW

+23.0%Year to date+14.5%

0.9%Yield0.6%

+30.2%Past year+19.1%

0.56%Fee0.63%

4–0PVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026