IYF vs PVAL

AIYF

BPVAL

Measures won2–4PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.45%IYF · $145 on $10k

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

Held in common11.3%IYF and PVAL

IYF

PVAL

iShares U.S. Financials ETF · $3.8BPutnam Focused Large Cap Value ETF · $15.5B

+23.3%3 years · per year$18,751 · $19,612+25.2%

+10.2%5 years · per year$16,249 · $21,198+16.2%

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

1.45%12-mo yield$145 · $86 on $10k0.86%

−13.9%Worst dropSmaller wins−7.2%

15.2%VolatilityLower wins11.6%

2–4PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYF · PVAL

3.1%C3.2%

3.6%BAC2.4%

2.3%SCHW2.9%

1.0%ALL2.5%

Held in common11.3%

End-of-day Nov 9, 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%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.8B

End-of-day Nov 9, 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%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.8B

End-of-day Nov 9, 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

$16,248

PVAL

Putnam Focused Large Cap Value

$21,198

MeasureIYFPVAL

Fee0.37%0.56%

Cost on $10k a year$37$56

Yield1.45%0.86%

5 years, per year+10.2%+16.2%

3 years, per year+23.3%+25.2%

Worst drop · 1Y−13.9%−7.2%

Volatility · 1Y15.2%11.6%

4–2measures won
PVAL first

11.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IYF, PVAL, VUG

Today

23.7%most shared, PVAL and VUG

IYFPVALVUG

IYF—11.3%1.2%

PVAL11.3%—23.7%

VUG1.2%23.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IYF

IYF$145 − $37 = $108

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee