From Seekingalpha · The Sunday Investor · · 40s
PVAL ETF Outperforms Value Funds
Putnam's PVAL ETF leads value funds with strong returns and low overlap.
In brief
Putnam's PVAL ETF leads value funds with strong returns and low overlap. PVAL outperforms CGDV, AVLV, SEIV, VFLO, and IWD with consistent returns and low overlap. Originally reported by Seekingalpha.
PVAL's Performance
PVAL outperforms its benchmark in every calendar year since launch with 15.92x forward P/E and 10% next-year EPS growth.
Fundamentals Support Track Record
PVAL's strong sector balance and low- and high-p/e stock distribution ensure consistent returns through market cycles.
Low Overlap with Other Funds
PVAL shows low overlap with CGDV, AVLV, SEIV, and VFLO, maintaining a strong 'buy' rating.
The short version
PVAL outperforms CGDV, AVLV, SEIV, VFLO, and IWD with consistent returns and low overlap.
