IUSV vs PVAL

AIUSV

BPVAL

Measures won4–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · IUSV $17,204

Lowest cost0.03%VUG · $3 on $10k

Most income1.62%IUSV · $162 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

+17.9%3 years · per year$16,382 · $19,612+25.2%

+11.5%5 years · per year$17,204 · $21,198+16.2%

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

1.62%12-mo yield$162 · $86 on $10k0.86%

−6.4%Worst dropSmaller wins−7.2%

10.4%VolatilityLower wins11.6%

4–2IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSV · PVAL

7.9%AAPL7.2%

3.8%AMZN4.6%

2.2%XOM3.9%

1.8%WMT1.2%

Held in common27.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk	0.56%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.62%	+2.1%	+14.7%	+18.2%	+17.9%	+11.5%	−6.4%	$28.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk	0.56%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.62%	+2.1%	+14.7%	+18.2%	+17.9%	+11.5%	−6.4%	$28.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 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

$17,204

PVAL

Putnam Focused Large Cap Value

$21,198

MeasureIUSVPVAL

Fee0.04%0.56%

Cost on $10k a year$4$56

Yield1.62%0.86%

5 years, per year+11.5%+16.2%

3 years, per year+17.9%+25.2%

Worst drop · 1Y−6.4%−7.2%

Volatility · 1Y10.4%11.6%

4–2measures won
IUSV first

27.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IUSV, PVAL, VUG

Today

27.0%most shared, IUSV and PVAL

IUSVPVALVUG

IUSV—27.0%24.6%

PVAL27.0%—23.7%

VUG24.6%23.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, IUSV

IUSV$162 − $4 = $158

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee