IVV vs PVAL

AIVV

BPVAL

Measures won2–4PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · IVV $18,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−7.2%PVAL · worst fall in 1Y

Held in common28.1%IVV and PVAL

IVV

PVAL

iShares Core S&P 500 ETF · $887BPutnam Focused Large Cap Value ETF · $15.5B

+24.2%3 years · per year$19,178 · $20,585+27.2%

+12.6%5 years · per year$18,118 · $21,751+16.8%

0.03%Expense ratio$3 · $56 on $10k · lower wins0.56%

1.09%12-mo yield$109 · $85 on $10k0.85%

−8.9%Worst dropSmaller wins−7.2%

12.9%VolatilityLower wins11.0%

2–4PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · PVAL

7.4%AAPL7.2%

5.9%MSFT9.5%

3.8%AMZN4.6%

1.2%AMD1.7%

Held in common28.1%

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs PVAL

IVV

iShares Core S&P 500

$18,118

PVAL

Putnam Focused Large Cap Value

$21,751

MeasureIVVPVAL

Fee0.03%0.56%

Cost on $10k a year$3$56

Yield1.09%0.85%

5 years, per year+12.6%+16.8%

3 years, per year+24.2%+27.2%

Worst drop · 1Y−8.9%−7.2%

Volatility · 1Y12.9%11.0%

4–2measures won
PVAL first

28.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, PVAL

Today

28.1%most shared, IVV and PVAL

IVVPVAL

IVV—28.1%

PVAL28.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

PVAL$85 − $56 = $29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee