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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

GARP vs PVAL: how they differ

GARP and PVAL hold 12% of their weight in the same names, and GARP returned more over the year.

iShares MSCI USA Quality GARP ETF and Putnam Focused Large Cap Value ETF.

What they hold in common

By the books each fund has filed, GARP and PVAL hold 12% of their money in the same securities at the same weight.

Positions GARP and PVAL both hold, largest shared weight first
HoldingGARPPVAL
MICROSOFT CORP4.10%2.96%
ALPHABET INC2.88%3.33%
ADVANCED MICRO DEVICES INC2.21%3.09%
AMAZON.COM INC1.49%2.96%
CITIGROUP INC0.62%4.68%
FREEPORT-MCMORAN INC0.59%2.95%
NRG ENERGY INC0.54%0.88%
SEAGATE TECHNOLOGY HOLDINGS PLC0.49%3.08%
MCKESSON CORP0.24%2.44%
VALERO ENERGY CORP0.20%1.88%
HILTON WORLDWIDE HOLDINGS INC0.10%2.87%
Largest positions each one holds and the other does not
Only in GARPOnly in PVAL
KLA CORP 6.46%CISCO SYSTEMS INC 6.06%
MICRON TECHNOLOGY INC 6.07%EXXON MOBIL CORP 3.66%
APPLE INC 4.44%COCA-COLA COMPANY (THE) 2.85%
NVIDIA CORP 4.16%PHILIP MORRIS INTERNATIONAL INC 2.72%
BROADCOM INC 3.96%FEDEX CORP 2.71%
LAM RESEARCH CORP 3.79%BANK OF AMERICA CORP 2.65%
ELI LILLY & COMPANY 3.73%SOUTHWEST AIRLINES COMPANY 2.60%
VISA INC 3.73%ALLSTATE CORP (THE) 2.48%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 29, 2026.

GARP and PVAL on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
GARP
iShares MSCI USA Quality GARP ETF
PVAL
Putnam Focused Large Cap Value ETF
Where it sitsCore index fundCore index fund
IssueriSharesPutnam
What it isMSCI USA Quality GARPPutnam Focused Large Cap Value
Total return, 1 year+29.5%+28.4%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+12.0 pts+10.8 pts
Expense ratio0.15%not published
Already in the S&P 50094.4%94.9%
Holdings13145

GARP in plain words

GARP is an index equity fund tracking the MSCI USA Quality GARP. Over the year to Sep 11, 2026 it returned +29.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Jun 30, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 131 positions, with the top ten at 43.8%.

PVAL in plain words

PVAL is an index equity fund tracking the Putnam Focused Large Cap Value. Over the year to Sep 11, 2026 it returned +28.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for May 29, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 45 positions, with the top ten at 35.6%.

Questions people ask

Which returned more over the last year, GARP or PVAL?
In the year to Sep 12, 2026, with distributions reinvested, GARP returned +29.5% and PVAL returned +28.4%, so GARP returned more. One year is one year; the longer windows are in the table.
How much do GARP and PVAL overlap with the S&P 500?
By their latest filed holdings, 94% of GARP and 95% of PVAL by weight is stocks the S&P 500 already holds. Between the two funds, 12% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

GARP against PVAL, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, GARP against PVAL, data as of Sep 12, 2026. https://etfiq.com/compare/any/GARP-PVAL Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources