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PVAL vs SVAL
Putnam Focused Large Cap Value ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both PVAL and SVAL are equity ETFs. PVAL charges 0.55% a year and SVAL 0.20%. The main difference: PVAL follows a active selection strategy; SVAL uses index tracking.
- PVAL follows a active selection strategy; SVAL uses index tracking.
- SVAL costs 0.35% less per year.
- PVAL is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PVAL has delivered higher annualized returns.
Side-by-side comparison
| PVAL | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.20% |
| Fund size (AUM) | $11.1B | $187M |
| Since | 2021 | 2020 |
| Dividend yield | 0.98% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.3% | +36.6% |
| CAGR 3Y | +24.7% | +20.0% |
| CAGR 5Y | +16.0% | +6.7% |
| Sharpe 3Y | 1.44 | 0.78 |
| Volatility 1Y | 10.95% | 17.89% |
| Max drawdown | -16.64% | -27.44% |
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