PVAL vs IUSV

APVAL

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · IUSV $16,974

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common27.0%PVAL and IUSV

PVAL

IUSV

Putnam Focused Large Cap Value ETF · $15.9BiShares Core S&P U.S. Value ETF · $29.0B

+25.2%3 years · per year$19,624 · $16,360+17.8%

+15.8%5 years · per year$20,832 · $16,974+11.2%

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

0.88%12-mo yield$88 · $166 on $10k1.66%

−7.2%Worst dropSmaller wins−6.4%

11.4%VolatilityLower wins10.3%

2–4IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · IUSV

7.2%AAPL7.9%

4.6%AMZN3.8%

3.9%XOM2.1%

1.2%WMT1.8%

Held in common27.0%

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

All Three

5Y3 funds

#
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%	$15.9B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

All Three

5Y3 funds

#
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%	$15.9B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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 IUSV

PVAL

Putnam Focused Large Cap Value

$20,832

IUSV

iShares Core S&P U.S. Value

$16,974

MeasurePVALIUSV

Fee0.56%0.04%

Cost on $10k a year$56$4

Yield0.88%1.66%

5 years, per year+15.8%+11.2%

3 years, per year+25.2%+17.8%

Worst drop · 1Y−7.2%−6.4%

Volatility · 1Y11.4%10.3%

4–2measures won
IUSV first

27.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: PVAL, IUSV, IWF

Today

27.0%most shared, PVAL and IUSV

PVALIUSVIWF

PVAL—27.0%17.5%

IUSV27.0%—24.3%

IWF17.5%24.3%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

PVAL$88 − $56 = $32

IWF$39 − $18 = $21

KeptFee

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