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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 XLP: how they differ

PVAL and XLP hold 7% of their weight in the same names, and PVAL returned more over the year.

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

What they hold in common

By the books each fund has filed, PVAL and XLP hold 7% of their money in the same securities at the same weight.

Positions PVAL and XLP both hold, largest shared weight first
HoldingPVALXLP
COCA-COLA COMPANY (THE)2.85%6.87%
PHILIP MORRIS INTERNATIONAL INC2.72%6.16%
WALMART INC1.39%10.84%
Largest positions each one holds and the other does not
Only in PVALOnly in XLP
CISCO SYSTEMS INC 6.06%Costco Wholesale Corp 9.06%
CITIGROUP INC 4.68%Procter & Gamble Co/The 7.46%
EXXON MOBIL CORP 3.66%Colgate-Palmolive Co 4.71%
ALPHABET INC 3.33%Altria Group Inc 4.55%
ADVANCED MICRO DEVICES INC 3.09%Monster Beverage Corp 4.47%
SEAGATE TECHNOLOGY HOLDINGS PLC 3.08%PepsiCo Inc 4.34%
AMAZON.COM INC 2.96%Mondelez International Inc 4.17%
MICROSOFT CORP 2.96%Target Corp 3.87%

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 XLP on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
PVAL
Putnam Focused Large Cap Value ETF
XLP
State Street(R) Consumer Staples Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerPutnamState Street
What it isPutnam Focused Large Cap ValueConsumer staples
Total return, 1 year+28.4%+6.3%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+10.8 pts−11.2 pts
Expense rationot published0.08%
Already in the S&P 50094.9%100.0%
Holdings4534

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%.

XLP in plain words

XLP is an index equity fund tracking the Consumer staples. Over the year to Sep 11, 2026 it returned +6.3% 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 34 positions, with the top ten at 62.6%. It sat 6.2% below its high of Feb 27, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, PVAL or XLP?
In the year to Sep 12, 2026, with distributions reinvested, PVAL returned +28.4% and XLP returned +6.3%, so PVAL returned more. One year is one year; the longer windows are in the table.
How much do PVAL and XLP overlap with the S&P 500?
By their latest filed holdings, 95% of PVAL and 100% of XLP by weight is stocks the S&P 500 already holds. Between the two funds, 7% 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 XLP, 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 XLP, data as of Sep 12, 2026. https://etfiq.com/compare/any/PVAL-XLP Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources