Compare · 3 funds side by side · dividends reinvested

PVAL, SCHD and IJH

PVALFranklin Templeton×SCHDSchwab×IJHiShares×

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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 incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

PVAL, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+22.0%+27.2%+25.1%+16.1%−7.2%11.5%$15.9B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B2.6

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 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PVAL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

PVAL

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PVAL vs SCHD: Top 5 Holdings

Today

PVAL

28.4%in top 5

SCHD

in top 521.7%

PVALStockSCHD

9.5%MSFTnot top 5

7.2%AAPLnot top 5

4.6%AMZNnot top 5

not top 5TXN4.6%

not top 5PG4.4%

Cost, Income and Risk

Fees: PVAL, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

PVAL0.56%$56

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

Yields: PVAL, SCHD, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+22.0%Year to dateJan 1 → Nov 11+34.6%

+27.2%1 yearTotal return+39.3%

+25.1%3 years · per year$10,000 became $19,592 · $17,234+19.9%

+16.1%5 years · per year$10,000 became $21,129 · $16,418+10.4%

0.56%Expense ratio$56 · $6 a year on $10k · lower is better0.06%

0.86%Trailing 12-mo yield$86 · $293 a year on $10k2.93%

−7.2%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.9%XOMnot top 5

3.2%Cnot top 5

Held in common7.0%

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

PVAL vs SCHD Returns, Every Period

5Y

Franklin TempletonPVAL

+16.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PVALSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: PVAL vs SCHD

YTD

Franklin TempletonPVAL

+22.0%

SCHDSchwab

+34.6%

+22.0%Year to date+34.6%

−7.2%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.8%

0.9%Yield2.9%

$15.9BAssets$123B

3–1SCHD wins

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

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IJH1.21%$121

PVAL0.86%$86

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IJH$121 − $5 = $116

PVAL$86 − $56 = $30

KeptFee

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

Overlap: PVAL, SCHD, IJH

Today

7.0%most shared, PVAL and SCHD

PVALSCHDIJH

PVAL—7.0%0.4%

SCHD7.0%—3.5%

IJH0.4%3.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

PVALWorst drop−7.2%11.5% vol

SCHDWorst drop−6.9%11.8% vol

IJHWorst drop−8.8%15.7% vol

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

Paid More vs Made More

YTD

SCHDPVAL

+34.6%Year to date+22.0%

2.9%Yield0.9%

+39.3%Past year+27.2%

0.06%Fee0.56%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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PVAL, SCHD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three