Putnam Focused Large Cap Value ETF (PVAL) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PVAL. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PVAL
PVAL charges 0.55% annually. There are 99 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | PVAL vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | PVAL vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | PVAL vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | PVAL vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | PVAL vs ILCV |
Best Risk-Adjusted Alternatives to PVAL
PVAL has a PortfoliosLab risk / return rank of 87. There are 14 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | PVAL vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | PVAL vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | PVAL vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | PVAL vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | PVAL vs LSVD |
Top Performing PVAL Alternatives (YTD)
PVAL is at 12.96% YTD. There are 45 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | PVAL vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | PVAL vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | PVAL vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | PVAL vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | PVAL vs ROE |
Lowest Volatility Alternatives to PVAL
PVAL has 11.13% 1-year volatility. There are 55 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | PVAL vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | PVAL vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | PVAL vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | PVAL vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | PVAL vs DTD |
Lowest Drawdown Alternatives to PVAL
PVAL has a 1-year max drawdown of -7.22%. There are 72 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | PVAL vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | PVAL vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | PVAL vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | PVAL vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | PVAL vs ELCV |
Other ETFs from Putnam
The 6 most viewed Putnam ETFs shown here include PEMX, PPEM, PHYD and span 6 categories. AUM among these funds goes as high as $37M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Emerging Markets Ex-China ETF | Emerging Markets Diversified | 87 | 38.87% | 34.67M | May 2023 | PVAL vs PEMX | |
| Putnam Panagora ESG Emerging Markets Equity ETF - | Emerging Markets Diversified | 83 | 31.88% | 1.76M | Jan 2023 | PVAL vs PPEM | |
| Putnam ESG High Yield ETF - | High Yield Bonds | 81 | 2.32% | 7.62M | Jan 2023 | PVAL vs PHYD | |
| Putnam ESG Ultra Short ETF | Ultrashort Bond, ESG | 98 | 1.23% | 36.51M | Jan 2023 | PVAL vs PULT | |
| Putnam ESG Core Bond ETF - | Intermediate Core Bond | 33 | -0.48% | 6.88M | Jan 2023 | PVAL vs PCRB | |
| Putnam Panagora ESG International Equity ETF - | Foreign Large Cap Equities | 39 | 8.31% | 3.51M | Jan 2023 | PVAL vs PPIE |
Often Compared With PVAL
Investors most often compare PVAL with PEIYX, VOO, TCAF. These 17 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PVAL with Any Fund or Stock
Compare PVAL with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVAL with funds that move differently
Putnam Focused Large Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVAL.
Explore PVAL Diversifiers