PVAL vs IWF

APVAL

BIWF

Measures won5–1PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,918PVAL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%PVAL · $88 on $10k

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

Held in common17.2%PVAL and IWF

PVAL

IWF

Putnam Focused Large Cap Value ETF · $15.9BiShares Russell 1000 Growth ETF · $113B

+25.7%3 years · per year$19,864 · $17,073+19.5%

+15.9%5 years · per year$20,918 · $15,330+8.9%

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 wins19.3%

5–1PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · IWF

7.2%AAPL8.5%

9.5%MSFT6.4%

1.7%AMD2.5%

4.6%AMZN0.7%

Held in common17.2%

End-of-day Nov 5, 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%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

End-of-day Nov 5, 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%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

End-of-day Nov 5, 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

$20,918

IWF

iShares Russell 1000 Growth

$15,330

MeasurePVALIWF

Fee0.56%0.18%

Cost on $10k a year$56$18

Yield0.88%0.39%

5 years, per year+15.9%+8.9%

3 years, per year+25.7%+19.5%

Worst drop · 1Y−7.2%−14.6%

Volatility · 1Y11.4%19.3%

5–1measures won
PVAL first

17.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PVAL, IWF, VUG

Today

78.0%most shared, IWF and VUG

PVALIWFVUG

PVAL—17.2%23.7%

IWF17.2%—78.0%

VUG23.7%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

PVAL$88 − $56 = $32

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee