IWD vs PVAL

AIWD

BPVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common31.4%IWD and PVAL

IWD

PVAL

iShares Russell 1000 Value ETF · $82.9BPutnam Focused Large Cap Value ETF · $15.5B

+22.7%3 years · per year$18,455 · $19,624+25.2%

+11.5%5 years · per year$17,201 · $20,832+15.8%

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 6, 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%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B

End-of-day Nov 6, 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%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B

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

IWD vs PVAL

IWD

iShares Russell 1000 Value

$17,201

PVAL

Putnam Focused Large Cap Value

$20,832

MeasureIWDPVAL

Fee0.18%0.56%

Cost on $10k a year$18$56

Yield1.37%0.88%

5 years, per year+11.5%+15.8%

3 years, per year+22.7%+25.2%

Worst drop · 1Y−6.8%−7.2%

Volatility · 1Y11.6%11.4%

3–3measures won
level

31.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWD, PVAL, VTV

Today

63.2%most shared, IWD and VTV

IWDPVALVTV

IWD—31.4%63.2%

PVAL31.4%—21.3%

VTV63.2%21.3%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWD$137 − $18 = $119

PVAL$88 − $56 = $32

KeptFee

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