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PVAL vs VSLU

Putnam Focused Large Cap Value ETF vs Applied Finance Valuation Large Cap US ETF

PVAL

Putnam Focused Large Cap Value ETF

Franklin Templeton Investments

Annual cost

0.55%

Fund size

$10.1B

VSLU

Applied Finance Valuation Large Cap US ETF

Applied Finance

Annual cost

0.49%

Fund size

$496M

Key differences

  • VSLU costs 0.06% less per year.
  • PVAL is significantly larger than VSLU — larger funds tend to be more liquid and less likely to close.
  • PVAL follows a active selection strategy; VSLU uses index tracking.
  • Over the last 3 years, PVAL has delivered higher annualized returns.

Side-by-side comparison

PVALVSLU
Annual cost (TER)0.55%0.49%
Fund size (AUM)$10.1B$496M
Since20212021
Dividend yield1.00%0.45%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.6%+27.3%
CAGR 3Y+24.1%+22.6%
CAGR 5YN/A+14.2%
Sharpe 3Y1.411.24
Volatility 1Y10.94%12.61%
Max drawdown-16.64%-23.86%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PVAL and VSLU