PVAL vs IVV

APVAL

BIVV

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,918PVAL · IVV $17,151

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 common28.4%PVAL and IVV

PVAL

IVV

Putnam Focused Large Cap Value ETF · $15.9BiShares Core S&P 500 ETF · $850B

+25.7%3 years · per year$19,864 · $18,221+22.1%

+15.9%5 years · per year$20,918 · $17,151+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%AAPL7.7%

9.5%MSFT6.2%

4.6%AMZN3.9%

1.7%AMD1.2%

Held in common28.4%

End-of-day Nov 5, 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%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.9B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

End-of-day Nov 5, 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%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.9B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

End-of-day Nov 5, 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

$20,918

IVV

iShares Core S&P 500

$17,152

MeasurePVALIVV

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.88%1.14%

5 years, per year+15.9%+11.4%

3 years, per year+25.7%+22.1%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.4%13.6%

4–2measures won
PVAL first

28.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: PVAL, IVV, VTI

Today

86.5%most shared, IVV and VTI

PVALIVVVTI

PVAL—28.4%24.9%

IVV28.4%—86.5%

VTI24.9%86.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$110 − $3 = $107

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee