IWD vs PVAL

AIWD

BPVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,918PVAL · IWD $17,246

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common31.4%IWD and PVAL

IWD

PVAL

iShares Russell 1000 Value ETF · $85.3BPutnam Focused Large Cap Value ETF · $15.5B

+23.0%3 years · per year$18,611 · $19,864+25.7%

+11.5%5 years · per year$17,246 · $20,918+15.9%

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

1.37%12-mo yield$137 · $88 on $10k0.88%

−6.8%Worst dropSmaller wins−7.2%

11.6%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · PVAL

6.0%AAPL7.2%

5.3%MSFT9.5%

6.1%AMZN4.6%

1.8%XOM3.9%

Held in common31.4%

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

IWD vs PVAL

IWD

iShares Russell 1000 Value

$17,246

PVAL

Putnam Focused Large Cap Value

$20,918

MeasureIWDPVAL

Fee0.18%0.56%

Cost on $10k a year$18$56

Yield1.37%0.88%

5 years, per year+11.5%+15.9%

3 years, per year+23.0%+25.7%

Worst drop · 1Y−6.8%−7.2%

Volatility · 1Y11.6%11.4%

3–3measures won
level

31.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

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: IWD, PVAL, IWF

Today

31.4%most shared, IWD and PVAL

IWDPVALIWF

IWD—31.4%18.7%

PVAL31.4%—17.2%

IWF18.7%17.2%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

PVAL$88 − $56 = $32

IWF$39 − $18 = $21

KeptFee

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