PKW vs PVAL

APKW

BPVAL

Measures won0–6PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,003PVAL · PKW $16,656

Lowest cost0.56%PVAL · $56 on $10k

Most income0.87%PVAL · $87 on $10k

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

Held in common14.1%PKW and PVAL

PKW

PVAL

Invesco BuyBack Achievers ETF · $1.7BPutnam Focused Large Cap Value ETF · $15.5B

+22.3%3 years · per year$18,315 · $20,390+26.8%

+10.7%5 years · per year$16,656 · $21,003+16.0%

0.63%Expense ratio$63 · $56 on $10k · lower wins0.56%

0.64%12-mo yield$64 · $87 on $10k0.87%

−7.9%Worst dropSmaller wins−7.2%

12.8%VolatilityLower wins10.8%

0–6PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPKW · PVAL

4.5%C3.2%

4.3%SCHW2.9%

3.3%VLO2.8%

4.3%BAC2.4%

Held in common14.1%

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

Both

5Y2 funds

#			Trend
1	BPVAL	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	APKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.64%	−0.7%	+12.5%	+16.7%	+22.3%	+10.7%	−7.9%	$1.7B

End-of-day Nov 3, 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%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	APKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.64%	−0.7%	+12.5%	+16.7%	+22.3%	+10.7%	−7.9%	$1.7B

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

PKW vs PVAL

PKW

Invesco BuyBack Achievers

$16,656

PVAL

Putnam Focused Large Cap Value

$21,003

MeasurePKWPVAL

Fee0.63%0.56%

Cost on $10k a year$63$56

Yield0.64%0.87%

5 years, per year+10.7%+16.0%

3 years, per year+22.3%+26.8%

Worst drop · 1Y−7.9%−7.2%

Volatility · 1Y12.8%10.8%

6–0measures won
PVAL first

14.1%

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: PKW, PVAL

Today

14.1%most shared, PKW and PVAL

PKWPVAL

PKW—14.1%

PVAL14.1%—

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

Income After Fees on $10,000

$31most kept, PVAL

PVAL$87 − $56 = $31

PKW$64 − $63 = $1

KeptFee

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