PVAL vs IWD

APVAL

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · IWD $17,870

Lowest cost0.03%VUG · $3 on $10k

Most income1.33%IWD · $133 on $10k

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

Held in common31.3%PVAL and IWD

PVAL

IWD

Putnam Focused Large Cap Value ETF · $15.5BiShares Russell 1000 Value ETF · $85.3B

+27.2%3 years · per year$20,585 · $19,285+24.5%

+16.8%5 years · per year$21,751 · $17,870+12.3%

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

0.85%12-mo yield$85 · $133 on $10k1.33%

−7.2%Worst dropSmaller wins−6.8%

11.0%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · IWD

7.2%AAPL5.8%

9.5%MSFT5.1%

4.6%AMZN5.9%

3.9%XOM1.9%

Held in common31.3%

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

All Three

5Y3 funds

#
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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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 IWD

PVAL

Putnam Focused Large Cap Value

$21,751

IWD

iShares Russell 1000 Value

$17,870

MeasurePVALIWD

Fee0.56%0.18%

Cost on $10k a year$56$18

Yield0.85%1.33%

5 years, per year+16.8%+12.3%

3 years, per year+27.2%+24.5%

Worst drop · 1Y−7.2%−6.8%

Volatility · 1Y11.0%11.2%

3–3measures won
level

31.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: PVAL, IWD, VUG

Today

31.3%most shared, PVAL and IWD

PVALIWDVUG

PVAL—31.3%23.7%

IWD31.3%—22.6%

VUG23.7%22.6%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

VUG$40 − $3 = $37

PVAL$85 − $56 = $29

KeptFee

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