PVAL vs IVV

APVAL

BIVV

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · QQQ $17,509

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common28.6%PVAL and IVV

PVAL

IVV

Putnam Focused Large Cap Value ETF · $15.5BiShares Core S&P 500 ETF · $853B

+25.2%3 years · per year$19,624 · $18,084+21.8%

+15.8%5 years · per year$20,832 · $17,177+11.4%

0.56%Expense ratio$56 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $114 on $10k1.14%

−7.2%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.6%

4–2PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · IVV

7.2%AAPL7.9%

9.5%MSFT6.3%

4.6%AMZN4.0%

3.9%XOM1.1%

Held in common28.6%

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%	$15.5B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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%	$15.5B
2	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$446.1B
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B

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 IVV

PVAL

Putnam Focused Large Cap Value

$20,832

IVV

iShares Core S&P 500

$17,177

MeasurePVALIVV

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.88%1.14%

5 years, per year+15.8%+11.4%

3 years, per year+25.2%+21.8%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.4%13.6%

4–2measures won
PVAL first

28.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: PVAL, IVV, QQQ

Today

52.1%most shared, IVV and QQQ

PVALIVVQQQ

PVAL—28.6%26.1%

IVV28.6%—52.1%

QQQ26.1%52.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PVAL$88 − $56 = $32

QQQ$47 − $18 = $29

KeptFee

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