PVAL vs IWF

APVAL

BIWF

Measures won5–1PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income0.85%PVAL · $85 on $10k

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

Held in common16.7%PVAL and IWF

PVAL

IWF

Putnam Focused Large Cap Value ETF · $15.5BiShares Russell 1000 Growth ETF · $120B

+27.2%3 years · per year$20,585 · $18,310+22.3%

+16.8%5 years · per year$21,751 · $16,559+10.6%

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

0.85%12-mo yield$85 · $37 on $10k0.37%

−7.2%Worst dropSmaller wins−15.6%

11.0%VolatilityLower wins18.3%

5–1PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · IWF

7.2%AAPL8.1%

9.5%MSFT6.1%

1.7%AMD2.5%

4.6%AMZN0.6%

Held in common16.7%

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

Both

5Y2 funds

#			Trend
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B

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 IWF

PVAL

Putnam Focused Large Cap Value

$21,751

IWF

iShares Russell 1000 Growth

$16,559

MeasurePVALIWF

Fee0.56%0.18%

Cost on $10k a year$56$18

Yield0.85%0.37%

5 years, per year+16.8%+10.6%

3 years, per year+27.2%+22.3%

Worst drop · 1Y−7.2%−15.6%

Volatility · 1Y11.0%18.3%

5–1measures won
PVAL first

16.7%

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$61.1B

1–1level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PVAL, IWF

Today

16.7%most shared, PVAL and IWF

PVALIWF

PVAL—16.7%

IWF16.7%—

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

Income After Fees on $10,000

$29most kept, PVAL

PVAL$85 − $56 = $29

IWF$37 − $18 = $19

KeptFee

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