OAKM vs PVAL

AOAKM

BPVAL

Measures won0–4PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL

Lowest cost0.56%PVAL · $56 on $10k

Most income0.88%PVAL · $88 on $10k

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

Held in common15.7%OAKM and PVAL

OAKM

PVAL

Oakmark U.S. Large Cap ETF · $1.2BPutnam Focused Large Cap Value ETF · $15.5B

[…]3 years · per year[…] · $19,624+25.2%

[…]5 years · per year[…] · $20,832+15.8%

0.64%Expense ratio$64 · $56 on $10k · lower wins0.56%

0.60%12-mo yield$60 · $88 on $10k0.88%

−8.6%Worst dropSmaller wins−7.2%

13.7%VolatilityLower wins11.4%

0–4PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsOAKM · PVAL

3.1%C3.2%

2.6%SCHW2.9%

2.6%BAC2.4%

2.3%GM2.1%

Held in common15.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	AOAKM	Oakmark U.S. Large Cap ETFRead Desk		0.64%	0.60%	−0.4%	+10.9%	+19.6%	new	new	−8.6%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	AOAKM	Oakmark U.S. Large Cap ETFRead Desk		0.64%	0.60%	−0.4%	+10.9%	+19.6%	new	new	−8.6%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OAKM vs PVAL

OAKM

Oakmark U.S. Large Cap

[…]

PVAL

Putnam Focused Large Cap Value

$20,832

MeasureOAKMPVAL

Fee0.64%0.56%

Cost on $10k a year$64$56

Yield0.60%0.88%

5 years, per year[…]+15.8%

3 years, per year[…]+25.2%

Worst drop · 1Y−8.6%−7.2%

Volatility · 1Y13.7%11.4%

4–0measures won
PVAL first

15.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: OAKM, PVAL

Today

15.7%most shared, OAKM and PVAL

OAKMPVAL

OAKM—15.7%

PVAL15.7%—

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

Income After Fees on $10,000

$32most kept, PVAL

PVAL$88 − $56 = $32

OAKM$60 − $64 = −$4

KeptFee

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