PVAL vs IWF

APVAL

BIWF

Measures won5–1PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common17.3%PVAL and IWF

PVAL

IWF

Putnam Focused Large Cap Value ETF · $15.5BiShares Russell 1000 Growth ETF · $115B

+25.2%3 years · per year$19,612 · $17,207+19.8%

+16.2%5 years · per year$21,198 · $15,892+9.7%

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

0.86%12-mo yield$86 · $38 on $10k0.38%

−7.2%Worst dropSmaller wins−14.6%

11.6%VolatilityLower wins19.5%

5–1PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · IWF

7.2%AAPL8.8%

9.5%MSFT6.5%

1.7%AMD2.4%

4.6%AMZN0.7%

Held in common17.3%

End-of-day Nov 9, 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%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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

$21,198

IWF

iShares Russell 1000 Growth

$15,892

MeasurePVALIWF

Fee0.56%0.18%

Cost on $10k a year$56$18

Yield0.86%0.38%

5 years, per year+16.2%+9.7%

3 years, per year+25.2%+19.8%

Worst drop · 1Y−7.2%−14.6%

Volatility · 1Y11.6%19.5%

5–1measures won
PVAL first

17.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: PVAL, IWF, VOO

Today

59.3%most shared, IWF and VOO

PVALIWFVOO

PVAL—17.3%27.6%

IWF17.3%—59.3%

VOO27.6%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

PVAL$86 − $56 = $30

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee