IVV vs PVAL

AIVV

BPVAL

Measures won2–4PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · VOO $17,177

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 common28.6%IVV and PVAL

IVV

PVAL

iShares Core S&P 500 ETF · $853BPutnam Focused Large Cap Value ETF · $15.5B

+21.8%3 years · per year$18,084 · $19,624+25.2%

+11.4%5 years · per year$17,177 · $20,832+15.8%

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 four, one scale

Shared top holdingsIVV · PVAL

7.9%AAPL7.2%

6.3%MSFT9.5%

4.0%AMZN4.6%

1.1%XOM3.9%

Held in common28.6%

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

All Four

5Y4 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

All Four

5Y4 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

IVV vs PVAL

IVV

iShares Core S&P 500

$17,177

PVAL

Putnam Focused Large Cap Value

$20,832

MeasureIVVPVAL

Fee0.03%0.56%

Cost on $10k a year$3$56

Yield1.14%0.88%

5 years, per year+11.4%+15.8%

3 years, per year+21.8%+25.2%

Worst drop · 1Y−8.9%−7.2%

Volatility · 1Y13.6%11.4%

4–2measures won
PVAL first

28.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: IVV, PVAL, VOO, VUG

Today

92.2%most shared, IVV and VOO

IVVPVALVOOVUG

IVV—28.6%92.2%54.8%

PVAL28.6%—27.6%23.7%

VOO92.2%27.6%—58.2%

VUG54.8%23.7%58.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VUG$42 − $3 = $39

PVAL$88 − $56 = $32

KeptFee

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