IVV vs PVAL

AIVV

BPVAL

Measures won2–4PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,918PVAL · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common28.4%IVV and PVAL

IVV

PVAL

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

+22.1%3 years · per year$18,221 · $19,864+25.7%

+11.4%5 years · per year$17,151 · $20,918+15.9%

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

1.14%12-mo yield$114 · $88 on $10k0.88%

−8.9%Worst dropSmaller wins−7.2%

13.6%VolatilityLower wins11.4%

2–4PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PVAL

7.7%AAPL7.2%

6.2%MSFT9.5%

3.9%AMZN4.6%

1.2%AMD1.7%

Held in common28.4%

End-of-day Nov 5, 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%	0.88%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.5B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 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%	0.88%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.5B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 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

$17,152

PVAL

Putnam Focused Large Cap Value

$20,918

MeasureIVVPVAL

Fee0.03%0.56%

Cost on $10k a year$3$56

Yield1.14%0.88%

5 years, per year+11.4%+15.9%

3 years, per year+22.1%+25.7%

Worst drop · 1Y−8.9%−7.2%

Volatility · 1Y13.6%11.4%

4–2measures won
PVAL first

28.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, PVAL, SPY

Today

99.9%most shared, IVV and SPY

IVVPVALSPY

IVV—28.4%99.9%

PVAL28.4%—28.5%

SPY99.9%28.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

PVAL$88 − $56 = $32

KeptFee

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