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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

IALT vs PVAL: how they differ

IALT and PVAL hold 0% of their weight in the same names.

iShares Systematic Alternatives Active ETF and Putnam Focused Large Cap Value ETF.

What they hold in common

By the books each fund has filed, IALT and PVAL hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IALTOnly in PVAL
Intercontinental Exchange, Inc. 17.26%CISCO SYSTEMS INC 6.06%
PRIME SECSRVC BRW/FINANC 1.29%CITIGROUP INC 4.68%
PHINIA INC 0.94%EXXON MOBIL CORP 3.66%
DISH DBS CORP 0.21%ALPHABET INC 3.33%
DISH DBS CORP 0.19%ADVANCED MICRO DEVICES INC 3.09%
DISH DBS CORP 0.10%SEAGATE TECHNOLOGY HOLDINGS PLC 3.08%
AMAZON.COM INC 2.96%
MICROSOFT CORP 2.96%

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 Apr 30, 2026 and May 29, 2026.

IALT and PVAL on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IALT
iShares Systematic Alternatives Active ETF
PVAL
Putnam Focused Large Cap Value ETF
Where it sitsCore index fundCore index fund
IssueriSharesPutnam
What it isSystematic Alternatives ActivePutnam Focused Large Cap Value
Total return, 1 year+17.4%+28.4%
S&P 500 over the same days+12.1%+17.5%
Gap to the S&P 500+5.4 pts+10.8 pts
Already in the S&P 50054.9%94.9%
Holdings845

IALT in plain words

IALT is an index equity fund tracking the Systematic Alternatives Active. By its holdings filed for Apr 30, 2026, 55% of the fund by weight is stocks the S&P 500 also holds, across 8 positions, with the top ten at 100.0%.

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

How much do IALT and PVAL overlap with the S&P 500?
By their latest filed holdings, 55% of IALT and 95% of PVAL by weight is stocks the S&P 500 already holds. Between the two funds, 0% 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.

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

A comparison is not a recommendation. Standards and sources