PVAL vs IWD

APVAL

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,003PVAL · IWD $17,178

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common31.6%PVAL and IWD

PVAL

IWD

Putnam Focused Large Cap Value ETF · $15.5BiShares Russell 1000 Value ETF · $83.2B

+26.8%3 years · per year$20,390 · $18,980+23.8%

+16.0%5 years · per year$21,003 · $17,178+11.4%

0.56%Expense ratio$56 · $18 on $10k · lower wins0.18%

0.87%12-mo yield$87 · $137 on $10k1.37%

−7.2%Worst dropSmaller wins−6.8%

10.8%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · IWD

7.2%AAPL6.0%

9.5%MSFT5.1%

4.6%AMZN5.6%

3.9%XOM2.0%

Held in common31.6%

End-of-day Nov 3, 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%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B

End-of-day Nov 3, 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%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B

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

Cards for this view

PVAL vs IWD

PVAL

Putnam Focused Large Cap Value

$21,003

IWD

iShares Russell 1000 Value

$17,178

MeasurePVALIWD

Fee0.56%0.18%

Cost on $10k a year$56$18

Yield0.87%1.37%

5 years, per year+16.0%+11.4%

3 years, per year+26.8%+23.8%

Worst drop · 1Y−7.2%−6.8%

Volatility · 1Y10.8%11.0%

3–3measures won
level

31.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PVAL, IWD

Today

31.6%most shared, PVAL and IWD

PVALIWD

PVAL—31.6%

IWD31.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

PVAL$87 − $56 = $31

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee