IUSV vs PVAL

AIUSV

BPVAL

Measures won4–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · IUSV $16,974

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common27.0%IUSV and PVAL

IUSV

PVAL

iShares Core S&P U.S. Value ETF · $28.2BPutnam Focused Large Cap Value ETF · $15.5B

+17.8%3 years · per year$16,360 · $19,624+25.2%

+11.2%5 years · per year$16,974 · $20,832+15.8%

0.04%Expense ratio$4 · $56 on $10k · lower wins0.56%

1.66%12-mo yield$166 · $88 on $10k0.88%

−6.4%Worst dropSmaller wins−7.2%

10.3%VolatilityLower wins11.4%

4–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · PVAL

7.9%AAPL7.2%

3.8%AMZN4.6%

2.1%XOM3.9%

1.8%WMT1.2%

Held in common27.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSV vs PVAL

IUSV

iShares Core S&P U.S. Value

$16,974

PVAL

Putnam Focused Large Cap Value

$20,832

MeasureIUSVPVAL

Fee0.04%0.56%

Cost on $10k a year$4$56

Yield1.66%0.88%

5 years, per year+11.2%+15.8%

3 years, per year+17.8%+25.2%

Worst drop · 1Y−6.4%−7.2%

Volatility · 1Y10.3%11.4%

4–2measures won
IUSV first

27.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IUSV, PVAL

Today

27.0%most shared, IUSV and PVAL

IUSVPVAL

IUSV—27.0%

PVAL27.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee