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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

PVAL vs XLK: how they differ

PVAL and XLK hold 10% of their weight in the same names, and XLK returned more over the year.

Putnam Focused Large Cap Value ETF and State Street(R) Technology Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, PVAL and XLK hold 10% of their money in the same securities at the same weight.

Positions PVAL and XLK both hold, largest shared weight first
HoldingPVALXLK
ADVANCED MICRO DEVICES INC3.09%5.28%
MICROSOFT CORP2.96%8.38%
CISCO SYSTEMS INC6.06%2.59%
QUALCOMM INC2.15%1.09%
Largest positions each one holds and the other does not
Only in PVALOnly in XLK
CITIGROUP INC 4.68%NVIDIA Corp 14.66%
EXXON MOBIL CORP 3.66%Apple Inc 12.86%
ALPHABET INC 3.33%Micron Technology Inc 5.42%
SEAGATE TECHNOLOGY HOLDINGS PLC 3.08%Broadcom Inc 5.41%
AMAZON.COM INC 2.96%Intel Corp 3.68%
FREEPORT-MCMORAN INC 2.95%Applied Materials Inc 3.20%
HILTON WORLDWIDE HOLDINGS INC 2.87%Lam Research Corp 3.02%
COCA-COLA COMPANY (THE) 2.85%KLA Corp 2.20%

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.

PVAL and XLK on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
PVAL
Putnam Focused Large Cap Value ETF
XLK
State Street(R) Technology Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerPutnamState Street
What it isPutnam Focused Large Cap ValueTechnology
Total return, 1 year+28.4%+39.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+10.8 pts+21.7 pts
Expense rationot published0.08%
Already in the S&P 50094.9%100.0%
Holdings4574

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%.

XLK in plain words

XLK is an index equity fund tracking the Technology. Over the year to Sep 11, 2026 it returned +39.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 74 positions, with the top ten at 64.5%. It sat 5.2% below its high of Jun 2, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, PVAL or XLK?
In the year to Sep 12, 2026, with distributions reinvested, PVAL returned +28.4% and XLK returned +39.2%, so XLK returned more. One year is one year; the longer windows are in the table.
How much do PVAL and XLK overlap with the S&P 500?
By their latest filed holdings, 95% of PVAL and 100% of XLK by weight is stocks the S&P 500 already holds. Between the two funds, 10% 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.

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

A comparison is not a recommendation. Standards and sources