IYF vs PVAL

AIYF

BPVAL

Measures won2–4PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · IYF $16,748

Lowest cost0.37%IYF · $37 on $10k

Most income1.42%IYF · $142 on $10k

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

Held in common11.4%IYF and PVAL

IYF

PVAL

iShares U.S. Financials ETF · $3.9BPutnam Focused Large Cap Value ETF · $15.5B

+25.7%3 years · per year$19,876 · $20,585+27.2%

+10.9%5 years · per year$16,748 · $21,751+16.8%

0.37%Expense ratio$37 · $56 on $10k · lower wins0.56%

1.42%12-mo yield$142 · $85 on $10k0.85%

−13.9%Worst dropSmaller wins−7.2%

14.8%VolatilityLower wins11.0%

2–4PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · PVAL

3.2%C3.2%

3.6%BAC2.4%

2.3%SCHW2.9%

1.0%ALL2.5%

Held in common11.4%

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	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.9B

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	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.9B

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

IYF vs PVAL

IYF

iShares U.S. Financials

$16,748

PVAL

Putnam Focused Large Cap Value

$21,751

MeasureIYFPVAL

Fee0.37%0.56%

Cost on $10k a year$37$56

Yield1.42%0.85%

5 years, per year+10.9%+16.8%

3 years, per year+25.7%+27.2%

Worst drop · 1Y−13.9%−7.2%

Volatility · 1Y14.8%11.0%

4–2measures won
PVAL first

11.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IYF, PVAL

Today

11.4%most shared, IYF and PVAL

IYFPVAL

IYF—11.4%

PVAL11.4%—

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

Income After Fees on $10,000

$105most kept, IYF

IYF$142 − $37 = $105

PVAL$85 − $56 = $29

KeptFee

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