IWD vs PVAL

AIWD

BPVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · IWD $17,870

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common31.3%IWD and PVAL

IWD

PVAL

iShares Russell 1000 Value ETF · $83.2BPutnam Focused Large Cap Value ETF · $15.5B

+24.5%3 years · per year$19,285 · $20,585+27.2%

+12.3%5 years · per year$17,870 · $21,751+16.8%

0.18%Expense ratio$18 · $56 on $10k · lower wins0.56%

1.33%12-mo yield$133 · $85 on $10k0.85%

−6.8%Worst dropSmaller wins−7.2%

11.2%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · PVAL

5.8%AAPL7.2%

5.1%MSFT9.5%

5.9%AMZN4.6%

1.9%XOM3.9%

Held in common31.3%

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B

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

IWD vs PVAL

IWD

iShares Russell 1000 Value

$17,870

PVAL

Putnam Focused Large Cap Value

$21,751

MeasureIWDPVAL

Fee0.18%0.56%

Cost on $10k a year$18$56

Yield1.33%0.85%

5 years, per year+12.3%+16.8%

3 years, per year+24.5%+27.2%

Worst drop · 1Y−6.8%−7.2%

Volatility · 1Y11.2%11.0%

3–3measures won
level

31.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWD, PVAL

Today

31.3%most shared, IWD and PVAL

IWDPVAL

IWD—31.3%

PVAL31.3%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

PVAL$85 − $56 = $29

KeptFee

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