IYF vs PVAL5YIYFIYFAvsBPVALPVALiShares U.S. Financials ETF · $3.9BPutnam Focused Large Cap Value ETF · $16.0BReturns · dividends in+23.4%3 years · per year$18,803 · $19,717+25.4%+10.6%5 years · per year$16,521 · $21,059+16.1%Cost and income0.37%Expense ratio$37 · $56 on $10k · lower wins0.56%1.43%
Overlap: IYF, PVAL, VTVToday21.3%most shared, PVAL and VTVIYFPVALVTVIYF—11.4%20.6%PVAL11.4%—21.3%VTV20.6%21.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IYF vs PVAL5YAIYFiShares U.S. Financials$16,521vsPVALBPutnam Focused Large Cap Value$21,059$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BPVALPutnam Focused Large Cap Value ETFReadDesk0.56%0.86%0.0%+21.7%+25.5%+25.4%+16.1%−7.2%$16.0B2VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B3AIYFiShares U.S. Financials ETFReadDesk0.37%1.43%+0.7%+6.5%+9.2%+23.4%+10.6%−13.9%$3.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BPVALPutnam Focused Large Cap Value ETFReadDesk0.56%0.86%0.0%+21.7%+25.5%+25.4%+16.1%−7.2%$16.0B2VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B3AIYFiShares U.S. Financials ETFReadDesk0.37%1.43%+0.7%+6.5%+9.2%+23.4%+10.6%−13.9%$3.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: IYF, PVAL, VTVToday21.3%most shared, PVAL and VTVIYFPVALVTVIYF—11.4%20.6%PVAL11.4%—21.3%VTV20.6%21.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IYF$143 − $37 = $106PVAL$86 − $56 = $30KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee