PGRO vs SPY

APGRO

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · PGRO $15,101

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common43.8%PGRO and SPY

PGRO

SPY

Putnam Focused Large Cap Growth ETF · $205MState Street SPDR S&P 500 ETF · $819B

+19.8%3 years · per year$17,195 · $18,039+21.7%

+8.6%5 years · per year$15,101 · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

0.02%12-mo yield$2 · $103 on $10k1.03%

−14.6%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPGRO · SPY

7.5%AAPL7.9%

12.7%NVDA6.9%

6.4%MSFT6.3%

3.0%AMZN4.0%

Held in common43.8%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APGRO	Putnam Focused Large Cap Growth ETFRead Desk		0.50%	0.02%	+1.3%	−2.5%	−4.3%	+19.8%	+8.6%	−14.6%	$205M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APGRO	Putnam Focused Large Cap Growth ETFRead Desk		0.50%	0.02%	+1.3%	−2.5%	−4.3%	+19.8%	+8.6%	−14.6%	$205M

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

PGRO vs SPY

PGRO

Putnam Focused Large Cap Growth

$15,101

SPY

SPDR S&P 500

$17,118

MeasurePGROSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield0.02%1.03%

5 years, per year+8.6%+11.3%

3 years, per year+19.8%+21.7%

Worst drop · 1Y−14.6%−8.9%

Volatility · 1Y19.5%13.6%

6–0measures won
SPY first

43.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PGRO, SPY

Today

43.8%most shared, PGRO and SPY

PGROSPY

PGRO—43.8%

SPY43.8%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PGRO$2 − $50 = −$48

KeptFee

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