Compare · 3 funds side by side · dividends reinvested

PVAL, SCHD and VUG

PVALFranklin Templeton×SCHDSchwab×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,148PVAL · 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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.8%+26.0%+25.3%+16.2%−7.2%11.5%$15.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: PVAL 2021 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,326

VUG

PVAL

Putnam Focused Large Cap Value ETF · $15.9B$21,148

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

VUG

More Ways to See the Pairs

VUG vs PVAL: Top 5 Holdings

Today

VUG

45.2%in top 5

PVAL

in top 528.4%

VUGStockPVAL

13.5%NVDAnot top 5

12.5%AAPL7.2%

9.7%MSFT9.5%

5.2%GOOGLnot top 5

not top 5AMZN

Cost, Income and Risk

Fees: PVAL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

PVAL0.56%$56

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: PVAL, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

PVAL

+4.9%Year to dateJan 1 → Nov 12+21.8%

+3.5%1 yearTotal return+26.0%

+22.1%3 years · per year$10,000 became $18,215 · $19,682+25.3%

+10.3%5 years · per year$10,000 became $16,326 · $21,148+16.2%

0.03%Expense ratio$3 · $56 a year on $10k · lower is better0.56%

0.41%Trailing 12-mo yield$41 · $86 a year on $10k0.86%

−15.1%Worst dropSmaller is better−7.2%

19.1%VolatilityLower is calmer11.5%

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

1–7PVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

4.3%AVGOnot top 5

not top 5XOM3.9%

not top 5C3.2%

Held in common23.7%

End-of-day Nov 12, 2026 · share of each fund

VUG vs PVAL Returns, Every Period

5Y

VanguardVUG

+10.3%

5 years, per year

PVALFranklin Templeton

+16.2%

5 years, per year

VUGPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs SCHD

YTD

VanguardVUG

+4.9%

SCHDSchwab

+34.2%

+4.9%Year to date+34.2%

−15.1%Worst drop · 1Y−6.9%

19.1%Volatility · 1Y11.7%

0.4%Yield2.9%

$233BAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

PVAL0.86%$86

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PVAL, SCHD, VUG

Today

23.7%most shared, PVAL and VUG

PVALSCHDVUG

PVAL—7.0%23.7%

SCHD7.0%—0.8%

VUG23.7%0.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

PVALWorst drop−7.2%11.5% vol

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPVAL

+34.2%Year to date+21.8%

2.9%Yield0.9%

+36.8%Past year+26.0%

0.06%Fee0.56%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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PVAL, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three