Compare · 2 funds side by side · dividends reinvested

VO and PVAL

VOVanguard×PVALFranklin Templeton×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,832PVAL · best of the two

02 / 04

VO and PVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Putnam Focused Large Cap Value ETFUS Stock Styles · Value0.56%0.88%+19.0%+25.6%+25.2%+15.8%−7.2%11.4%$15.5B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VO 2004 · PVAL 2021

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

PVAL

Putnam Focused Large Cap Value ETF · $15.5B$20,832

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

VOMeasurePVAL

+10.6%Year to dateJan 1 → Nov 6+19.0%

+11.6%1 yearTotal return+25.6%

+18.6%3 years · per year$10,000 became $16,701 · $19,624+25.2%

+6.3%5 years · per year$10,000 became $13,590 · $20,832+15.8%

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

1.39%Trailing 12-mo yield$139 · $88 a year on $10k0.88%

−8.2%Worst dropSmaller is better−7.2%

12.9%VolatilityLower is calmer11.4%

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

2–6PVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs PVAL: Top 5 Holdings

Today

5.3%in top 5

PVAL

in top 528.4%

VOStockPVAL

not top 5MSFT9.5%

not top 5AAPL7.2%

not top 5AMZN4.6%

not top 5XOM3.9%

not top 5C3.2%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common6.2%

End-of-day Nov 6, 2026 · share of each fund

VO vs PVAL Returns, Every Period

VanguardVO

+6.3%

5 years, per year

PVALFranklin Templeton

+15.8%

5 years, per year

VOPVALFaded: behind in that period

0–4PVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VO vs PVAL

YTD

VanguardVO

+10.6%

PVALFranklin Templeton

+19.0%

+10.6%Year to date+19.0%

−8.2%Worst drop · 1Y−7.2%

12.9%Volatility · 1Y11.4%

1.4%Yield0.9%

$103BAssets$15.5B

3–1PVAL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, PVAL

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

PVAL0.56%$56

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VO, PVAL

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

PVAL0.88%$88

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VO, PVAL

Today

6.2%most shared, VO and PVAL

VOPVAL

VO—6.2%

PVAL6.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.6%PVAL, at 11.4% volatility

PVALWorst drop−7.2%11.4% vol

VOWorst drop−8.2%12.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOPVAL

+10.6%Year to date+19.0%

1.4%Yield0.9%

+11.6%Past year+25.6%

0.03%Fee0.56%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026