Compare · 3 funds side by side · dividends reinvested

PVAL, VTI and IVV

PVALFranklin Templeton×VTIVanguard×IVViShares×

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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 incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

PVAL, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.8%+26.0%+25.3%+16.2%−7.2%11.5%$16.0B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+12.1%+12.2%+21.4%+10.6%−8.9%13.9%$689B2.4

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 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Putnam Focused Large Cap Value ETF · $16.0B$21,059

PVAL

IVV

iShares Core S&P 500 ETF · $879B$17,265

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

PVALMeasure

More Ways to See the Pairs

PVAL vs IVV: Top 5 Holdings

Today

PVAL

28.4%in top 5

IVV

in top 526.8%

PVALStockIVV

9.5%MSFT5.9%

7.2%AAPL7.9%

not top 5NVDA6.4%

4.6%AMZN4.0%

3.9%XOM

Cost, Income and Risk

Fees: PVAL, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

PVAL0.56%$56

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: PVAL, VTI, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 13, 2026

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

IVV

+21.8%Year to dateJan 1 → Nov 13+12.0%

+26.0%1 yearTotal return+12.2%

+25.3%3 years · per year$10,000 became $19,682 · $18,019+21.7%

+16.2%5 years · per year$10,000 became $21,148 · $17,398+11.7%

0.56%Expense ratio$56 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $110 a year on $10k1.10%

−7.2%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer13.7%

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

6–2PVAL wins

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

not top 5

3.2%Cnot top 5

not top 5GOOGL2.6%

Held in common28.3%

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

PVAL vs IVV Returns, Every Period

5Y

Franklin TempletonPVAL

+16.2%

5 years, per year

IVViShares

+11.7%

5 years, per year

PVALIVVFaded: behind in that period

4–0PVAL wins

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

Stocks vs Core: PVAL vs IVV

YTD

Franklin TempletonPVAL

+21.8%

IVViShares

+12.0%

+21.8%Year to date+12.0%

−7.2%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y13.7%

0.9%Yield1.1%

$16.0BAssets$879B

3–1PVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

VTI1.06%$106

PVAL0.86%$86

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VTI$106 − $3 = $103

PVAL$86 − $56 = $30

KeptFee

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

Overlap: PVAL, VTI, IVV

Today

86.3%most shared, VTI and IVV

PVALVTIIVV

PVAL—24.9%28.3%

VTI24.9%—86.3%

IVV28.3%86.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.0%PVAL, at 11.5% volatility

PVALWorst drop−7.2%11.5% vol

IVVWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVVPVAL

+12.0%Year to date+21.8%

1.1%Yield0.9%

+12.2%Past year+26.0%

0.03%Fee0.56%

2–2level

End-of-day Nov 13, 2026

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 13, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 13, 2026

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PVAL, VTI and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three