PVAL vs IJR

APVAL

BIJR

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

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

Held in common0.0%PVAL and IJR

PVAL

IJR

Putnam Focused Large Cap Value ETF · $15.5BiShares Core S&P Small-Cap ETF · $104B

+25.2%3 years · per year$19,624 · $16,147+17.3%

+15.8%5 years · per year$20,832 · $13,170+5.7%

0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%

0.88%12-mo yield$88 · $124 on $10k1.24%

−7.2%Worst dropSmaller wins−9.7%

11.4%VolatilityLower wins16.2%

4–2PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · IJR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	APVAL	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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APVAL	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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

PVAL vs IJR

PVAL

Putnam Focused Large Cap Value

$20,832

IJR

iShares Core S&P Small-Cap

$13,170

MeasurePVALIJR

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield0.88%1.24%

5 years, per year+15.8%+5.7%

3 years, per year+25.2%+17.3%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y11.4%16.2%

4–2measures won
PVAL first

0.0%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PVAL, IJR

Today

0.0%most shared, PVAL and IJR

PVALIJR

PVAL—0.0%

IJR0.0%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

PVAL$88 − $56 = $32

KeptFee

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