OAKM vs IYF

AOAKM

BIYF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$21,003PVAL · IYF $15,929

Lowest cost0.37%IYF · $37 on $10k

Most income1.47%IYF · $147 on $10k

Smallest drop−7.2%PVAL · worst fall in 1Y

Held in common13.4%OAKM and IYF

OAKM

IYF

Oakmark U.S. Large Cap ETF · $1.2BiShares U.S. Financials ETF · $3.8B

[…]3 years · per year[…] · $19,552+25.0%

[…]5 years · per year[…] · $15,929+9.8%

0.64%Expense ratio$64 · $37 on $10k · lower wins0.37%

0.61%12-mo yield$61 · $147 on $10k1.47%

−8.6%Worst dropSmaller wins−13.9%

13.3%VolatilityLower wins14.5%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOAKM · IYF

3.2%C3.2%

2.6%BAC3.7%

2.5%SCHW2.3%

2.0%WFC3.7%

Held in common13.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	PVAL	Putnam Focused Large Cap Value ETFRead Desk	0.56%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	BIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
3	AOAKM	Oakmark U.S. Large Cap ETFRead Desk	0.64%	0.61%	−0.5%	+10.3%	+18.2%	new	new	−8.6%	$1.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	PVAL	Putnam Focused Large Cap Value ETFRead Desk	0.56%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	BIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
3	AOAKM	Oakmark U.S. Large Cap ETFRead Desk	0.64%	0.61%	−0.5%	+10.3%	+18.2%	new	new	−8.6%	$1.2B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OAKM vs IYF

OAKM

Oakmark U.S. Large Cap

[…]

IYF

iShares U.S. Financials

$15,929

MeasureOAKMIYF

Fee0.64%0.37%

Cost on $10k a year$64$37

Yield0.61%1.47%

5 years, per year[…]+9.8%

3 years, per year[…]+25.0%

Worst drop · 1Y−8.6%−13.9%

Volatility · 1Y13.3%14.5%

2–2measures won
level

13.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: OAKM, IYF, PVAL

Today

15.6%most shared, OAKM and PVAL

OAKMIYFPVAL

OAKM—13.4%15.6%

IYF13.4%—11.4%

PVAL15.6%11.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

PVAL$87 − $56 = $31

OAKM$61 − $64 = −$3

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee