PVAL vs IUSV

APVAL

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · IUSV $17,624

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

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

Held in common27.1%PVAL and IUSV

PVAL

IUSV

Putnam Focused Large Cap Value ETF · $15.5BiShares Core S&P U.S. Value ETF · $28.4B

+27.2%3 years · per year$20,585 · $17,194+19.8%

+16.8%5 years · per year$21,751 · $17,624+12.0%

0.56%Expense ratio$56 · $4 on $10k · lower wins0.04%

0.85%12-mo yield$85 · $160 on $10k1.60%

−7.2%Worst dropSmaller wins−6.4%

11.0%VolatilityLower wins9.8%

2–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · IUSV

7.2%AAPL7.5%

4.6%AMZN3.6%

3.9%XOM2.3%

1.2%WMT1.7%

Held in common27.1%

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	APVAL	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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

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	APVAL	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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

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

PVAL vs IUSV

PVAL

Putnam Focused Large Cap Value

$21,751

IUSV

iShares Core S&P U.S. Value

$17,624

MeasurePVALIUSV

Fee0.56%0.04%

Cost on $10k a year$56$4

Yield0.85%1.60%

5 years, per year+16.8%+12.0%

3 years, per year+27.2%+19.8%

Worst drop · 1Y−7.2%−6.4%

Volatility · 1Y11.0%9.8%

4–2measures won
IUSV first

27.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PVAL, IUSV

Today

27.1%most shared, PVAL and IUSV

PVALIUSV

PVAL—27.1%

IUSV27.1%—

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

PVAL$85 − $56 = $29

KeptFee

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