Compare · 3 funds side by side · dividends reinvested

VOO, PVAL and IVV

VOOVanguard×PVALFranklin Templeton×IVViShares×

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

02 / 04

VOO, PVAL and IVV, 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%$15.9B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · PVAL 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

PVAL

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

$10,000 five years ago, dividends reinvested · they hold 27.6% in common

VOOMeasurePVAL

+8.4%Year to dateJan 1 → Nov 5+19.4%

+9.8%1 yearTotal return+27.0%

+22.1%3 years · per year$10,000 became $18,224 · $19,864+25.7%

+11.4%5 years · per year$10,000 became $17,156 · $20,918+15.9%

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

1.10%Trailing 12-mo yield$110 · $88 a year on $10k0.88%

−8.9%Worst dropSmaller is better−7.2%

13.5%VolatilityLower is calmer11.4%

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

2–6PVAL wins

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

More Ways to See the Pairs

VOO vs PVAL: Top 5 Holdings

Today

VOO

28.3%in top 5

PVAL

in top 528.4%

VOOStockPVAL

5.8%MSFT9.5%

8.4%NVDAnot top 5

7.4%AAPL7.2%

3.7%AMZN4.6%

not top 5XOM3.9%

not top 5C3.2%

3.1%GOOGLnot top 5

Held in common27.6%

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

VOO vs PVAL Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

PVALFranklin Templeton

+15.9%

5 years, per year

VOOPVALFaded: behind in that period

0–4PVAL wins

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

−8.9%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.6%

1.1%Yield1.1%

$1.00TAssets$850B

1–0VOO wins

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

Cost, Income and Risk

Fees: VOO, PVAL, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

PVAL0.56%$56

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

Yields: VOO, PVAL, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

PVAL0.88%$88

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PVAL$88 − $56 = $32

KeptFee

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

Overlap: VOO, PVAL, IVV

Today

93.5%most shared, VOO and IVV

VOOPVALIVV

VOO—27.6%93.5%

PVAL27.6%—28.4%

IVV93.5%28.4%—

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

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVPVAL

+8.4%Year to date+19.4%

1.1%Yield0.9%

+9.7%Past year+27.0%

0.03%Fee0.56%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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