PVAL vs IWF

APVAL

BIWF

Measures won5–1PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common17.5%PVAL and IWF

PVAL

IWF

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

+25.2%3 years · per year$19,624 · $17,022+19.4%

+15.8%5 years · per year$20,832 · $15,442+9.1%

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

0.88%12-mo yield$88 · $39 on $10k0.39%

−7.2%Worst dropSmaller wins−14.6%

11.4%VolatilityLower wins19.4%

5–1PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · IWF

7.2%AAPL9.0%

9.5%MSFT6.6%

1.7%AMD2.2%

4.6%AMZN0.7%

Held in common17.5%

End-of-day Nov 6, 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%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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

$20,832

IWF

iShares Russell 1000 Growth

$15,442

MeasurePVALIWF

Fee0.56%0.18%

Cost on $10k a year$56$18

Yield0.88%0.39%

5 years, per year+15.8%+9.1%

3 years, per year+25.2%+19.4%

Worst drop · 1Y−7.2%−14.6%

Volatility · 1Y11.4%19.4%

5–1measures won
PVAL first

17.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: PVAL, IWF, VTV

Today

21.3%most shared, PVAL and VTV

PVALIWFVTV

PVAL—17.5%21.3%

IWF17.5%—11.8%

VTV21.3%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

PVAL$88 − $56 = $32

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee