Compare · 4 funds side by side · dividends reinvested

PVAL, VIG, SCHD and VUG

PVALFranklin Templeton×VIGVanguard×SCHDSchwab×VUGVanguard×

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

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

PVAL, VIG, SCHD 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%$15.9B2.1

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.3

Rank among the four1st → 4thFee, 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 · VIG 2006 · SCHD 2011 · 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

More Ways to See the Pairs

PVAL vs VIG: Top 5 Holdings

Today

PVAL

28.4%in top 5

VIG

in top 522.1%

PVALStockVIG

9.5%MSFT4.9%

7.2%AAPL4.9%

4.6%AMZNnot top 5

not top 5AVGO4.3%

not top 5LLY

Cost, Income and Risk

Fees: PVAL, VIG, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

PVAL0.56%$56

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+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

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested · they hold 25.7% in common

PVALMeasureVIG

+22.0%Year to dateJan 1 → Nov 11+16.0%

+27.2%1 yearTotal return+17.8%

+25.1%3 years · per year$10,000 became $19,592 · $16,811+18.9%

+16.1%5 years · per year$10,000 became $21,129 · $16,653+10.7%

0.56%Expense ratio$56 · $4 a year on $10k · lower is better0.04%

0.86%Trailing 12-mo yield$86 · $145 a year on $10k1.45%

−7.2%Worst dropSmaller is better−7.9%

11.5%VolatilityLower is calmer11.0%

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

5–3PVAL wins

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

4.1%

not top 5JPM3.9%

3.9%XOMnot top 5

3.2%Cnot top 5

Held in common25.7%

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

PVAL vs VIG Returns, Every Period

5Y

Franklin TempletonPVAL

+16.1%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

PVALVIGFaded: behind in that period

4–0PVAL wins

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

Yields: PVAL, VIG, SCHD, VUG

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

PVAL0.86%$86

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

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

Overlap: PVAL, VIG, SCHD, VUG

Today

26.4%most shared, VIG and VUG

PVALVIGSCHDVUG

PVAL—25.7%7.0%23.7%

VIG25.7%—14.5%26.4%

SCHD7.0%14.5%—0.8%

VUG23.7%26.4%0.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

PVALWorst drop−7.2%11.5% vol

SCHDWorst drop−6.9%11.8% 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

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

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO 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

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PVAL, VIG, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four