Get the weekly note

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

ETFIQetfiq.com · independent ETF data

PVAL vs VOX: how they differ

PVAL and VOX hold 4% of their weight in the same names, and PVAL returned more over the year.

Putnam Focused Large Cap Value ETF and Vanguard Communication Services Index Fund.

What they hold in common

By the books each fund has filed, PVAL and VOX hold 4% of their money in the same securities at the same weight.

Positions PVAL and VOX both hold, largest shared weight first
HoldingPVALVOX
ALPHABET INC3.33%16.14%
T-MOBILE US INC1.03%2.50%
Largest positions each one holds and the other does not
Only in PVALOnly in VOX
CISCO SYSTEMS INC 6.06%Meta Platforms Inc 21.12%
CITIGROUP INC 4.68%Alphabet Inc 10.61%
EXXON MOBIL CORP 3.66%Netflix Inc 4.77%
ADVANCED MICRO DEVICES INC 3.09%Verizon Communications Inc 4.17%
SEAGATE TECHNOLOGY HOLDINGS PLC 3.08%Walt Disney Co/The 3.96%
AMAZON.COM INC 2.96%AT&T Inc 3.69%
MICROSOFT CORP 2.96%Warner Bros Discovery Inc 2.74%
FREEPORT-MCMORAN INC 2.95%Comcast Corp 2.36%

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 May 29, 2026 and May 31, 2026.

PVAL and VOX on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
PVAL
Putnam Focused Large Cap Value ETF
VOX
Vanguard Communication Services Index Fund
Where it sitsCore index fundCore index fund
IssuerPutnamVanguard
What it isPutnam Focused Large Cap ValueCommunication Services
Total return, 1 year+28.4%+2.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+10.8 pts−14.6 pts
Expense rationot published0.09%
Already in the S&P 50094.9%84.5%
Holdings45114

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%.

VOX in plain words

VOX is an index equity fund tracking the Communication Services. Over the year to Sep 11, 2026 it returned +2.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 114 positions, with the top ten at 72.1%. It sat 4.3% below its high of Jan 29, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, PVAL or VOX?
In the year to Sep 12, 2026, with distributions reinvested, PVAL returned +28.4% and VOX returned +2.9%, so PVAL returned more. One year is one year; the longer windows are in the table.
How much do PVAL and VOX overlap with the S&P 500?
By their latest filed holdings, 95% of PVAL and 84% of VOX by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

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

A comparison is not a recommendation. Standards and sources