PVAL vs DFAT

APVAL

BDFAT

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · DFAT $15,930

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common0.0%PVAL and DFAT

PVAL

DFAT

Putnam Focused Large Cap Value ETF · $15.5BDimensional - US Targeted Value ETF · $31.7B

+25.2%3 years · per year$19,612 · $16,444+18.0%

+16.2%5 years · per year$21,198 · $15,930+9.8%

0.56%Expense ratio$56 · $31 on $10k · lower wins0.31%

0.86%12-mo yield$86 · $132 on $10k1.32%

−7.2%Worst dropSmaller wins−9.6%

11.6%VolatilityLower wins14.8%

4–2PVAL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPVAL · DFAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	APVAL	Putnam Focused Large Cap Value ETFRead Desk	0.56%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$31.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	APVAL	Putnam Focused Large Cap Value ETFRead Desk	0.56%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$31.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PVAL vs DFAT

PVAL

Putnam Focused Large Cap Value

$21,198

DFAT

Dimensional - US Targeted Value

$15,930

MeasurePVALDFAT

Fee0.56%0.31%

Cost on $10k a year$56$31

Yield0.86%1.32%

5 years, per year+16.2%+9.8%

3 years, per year+25.2%+18.0%

Worst drop · 1Y−7.2%−9.6%

Volatility · 1Y11.6%14.8%

4–2measures won
PVAL first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PVAL, DFAT, IWF, VO

Today

17.3%most shared, PVAL and IWF

PVALDFATIWFVO

PVAL—0.0%17.3%6.2%

DFAT0.0%—0.0%0.0%

IWF17.3%0.0%—9.2%

VO6.2%0.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAT$132 − $31 = $101

PVAL$86 − $56 = $30

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee