Compare · 3 funds side by side · dividends reinvested

PVAL, VUG and VIG

PVALFranklin Templeton×VUGVanguard×VIGVanguard×

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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 incomeVIG · 1.45% · $145 a year on $10k

Story of the three · RiskSmallest drop

PVAL, VUG and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.86%+21.8%+26.0%+25.3%+16.2%−7.2%11.5%$16.0B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.9

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 · VUG 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Putnam Focused Large Cap Value ETF · $16.0B$21,148

PVAL

VUG

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

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

PVALMeasure

More Ways to See the Pairs

PVAL vs VUG: Top 5 Holdings

Today

PVAL

28.4%in top 5

VUG

in top 545.2%

PVALStockVUG

not top 5NVDA13.5%

7.2%AAPL12.5%

9.5%MSFT9.7%

not top 5GOOGL5.2%

4.6%AMZN

Cost, Income and Risk

Fees: PVAL, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

PVAL0.56%$56

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

Yields: PVAL, VUG, VIG

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%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

VUG

+21.8%Year to dateJan 1 → Nov 12+4.9%

+26.0%1 yearTotal return+3.5%

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

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

0.56%Expense ratio$56 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $41 a year on $10k0.41%

−7.2%Worst dropSmaller is better−15.1%

11.5%VolatilityLower is calmer19.1%

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

7–1PVAL wins

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

not top 5

not top 5AVGO4.3%

3.9%XOMnot top 5

3.2%Cnot top 5

Held in common23.7%

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

PVAL vs VUG Returns, Every Period

5Y

Franklin TempletonPVAL

+16.2%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

PVALVUGFaded: behind in that period

4–0PVAL wins

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

Stocks vs Income: PVAL vs VIG

YTD

Franklin TempletonPVAL

+21.8%

VIGVanguard

+16.0%

+21.8%Year to date+16.0%

−7.2%Worst drop · 1Y−7.9%

11.5%Volatility · 1Y11.0%

0.9%Yield1.4%

$16.0BAssets$109B

2–2level

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

1Y

1.45%highest, VIG

FundTrailing yieldYield$10k

VIG1.45%$145

PVAL0.86%$86

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$141most kept, VIG

VIG$145 − $4 = $141

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

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

Overlap: PVAL, VUG, VIG

Today

26.4%most shared, VUG and VIG

PVALVUGVIG

PVAL—23.7%25.7%

VUG23.7%—26.4%

VIG25.7%26.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+26.0%PVAL, at 11.5% volatility

VIGWorst drop−7.9%11.0% vol

PVALWorst drop−7.2%11.5% 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

VIGPVAL

+16.0%Year to date+21.8%

1.4%Yield0.9%

+16.9%Past year+26.0%

0.04%Fee0.56%

2–2level

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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PVAL, VUG and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three