IUSV vs PVAL5YIUSVIUSVAvsBPVALPVALiShares Core S&P U.S. Value ETF · $28.7BPutnam Focused Large Cap Value ETF · $15.9BReturns · dividends in+17.8%3 years · per year$16,363 · $19,592+25.1%+11.5%5 years · per year$17,225 · $21,129+16.1%Cost and income0.04%Expense ratio$4 · $56 on $10k · lower wins0.56%1.61%
Overlap: IUSV, PVAL, IWFToday27.0%most shared, IUSV and PVALIUSVPVALIWFIUSV—27.0%24.3%PVAL27.0%—17.2%IWF24.3%17.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
IUSV vs PVAL5YAIUSViShares Core S&P U.S. Value$17,225vsPVALBPutnam Focused Large Cap Value$21,129$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BPVALPutnam Focused Large Cap Value ETFReadDesk0.56%0.86%+0.6%+22.0%+27.2%+25.1%+16.1%−7.2%$15.9B2AIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.9%+15.9%+18.0%+17.8%+11.5%−6.4%$28.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BPVALPutnam Focused Large Cap Value ETFReadDesk0.56%0.86%+0.6%+22.0%+27.2%+25.1%+16.1%−7.2%$15.9B2AIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.9%+15.9%+18.0%+17.8%+11.5%−6.4%$28.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%+2.3%−1.2%−2.8%+19.8%+9.8%−14.6%$117.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: IUSV, PVAL, IWFToday27.0%most shared, IUSV and PVALIUSVPVALIWFIUSV—27.0%24.3%PVAL27.0%—17.2%IWF24.3%17.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$157most kept, IUSVIUSV$161 − $4 = $157PVAL$86 − $56 = $30IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee