Compare · 3 funds side by side · dividends reinvested

PVAL, JEPQ and VUG

PVALFranklin Templeton×JEPQJ.P. Morgan×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,129PVAL · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

PVAL, JEPQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+22.0%+27.2%+25.1%+16.1%−7.2%11.5%$15.9B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: PVAL 2021 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Putnam Focused Large Cap Value ETF · $15.9B$21,129

PVAL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested · they hold 25.9% in common

PVAL

More Ways to See the Pairs

PVAL vs JEPQ: Top 5 Holdings

Today

PVAL

28.4%in top 5

JEPQ

in top 527.6%

PVALStockJEPQ

9.5%MSFT5.9%

7.2%AAPL7.2%

not top 5NVDA5.9%

4.6%AMZN4.4%

not top 5GOOG

Cost, Income and Risk

Fees: PVAL, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPQ0.35%$35

PVAL0.56%$56

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PVAL, JEPQ, VUG

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

JEPQ

+22.0%Year to dateJan 1 → Nov 11+8.1%

+27.2%1 yearTotal return+9.0%

+25.1%3 years · per year$10,000 became $19,592 · $16,525+18.2%

+16.1%5 years · per year$10,000 became $21,129 · […][…]

0.56%Expense ratio$56 · $35 a year on $10k · lower is better0.35%

0.86%Trailing 12-mo yield$86 · $1,220 a year on $10k12.20%

−7.2%Worst dropSmaller is better−11.5%

11.5%VolatilityLower is calmer16.9%

PVALJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2PVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.9%XOMnot top 5

3.2%Cnot top 5

Held in common25.9%

End-of-day Nov 11, 2026 · share of each fund

PVAL vs JEPQ Returns, Every Period

1Y

Franklin TempletonPVAL

+27.2%

past year

JEPQJ.P. Morgan

+9.0%

past year

PVALJEPQFaded: behind in that period

3–0PVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PVAL vs JEPQ

YTD

Franklin TempletonPVAL

+22.0%

JEPQJ.P. Morgan

+8.1%

+22.0%Year to date+8.1%

−7.2%Worst drop · 1Y−11.5%

11.5%Volatility · 1Y16.9%

0.9%Yield12.2%

$15.9BAssets$42.0B

3–1PVAL wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

PVAL0.86%$86

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PVAL, JEPQ, VUG

Today

51.2%most shared, JEPQ and VUG

PVALJEPQVUG

PVAL—25.9%23.7%

JEPQ25.9%—51.2%

VUG23.7%51.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.2%PVAL, at 11.5% volatility

PVALWorst drop−7.2%11.5% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPVAL

+8.1%Year to date+22.0%

12.2%Yield0.9%

+9.0%Past year+27.2%

0.35%Fee0.56%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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PVAL, JEPQ and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three