PVAL vs IJH

APVAL

BIJH

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,918PVAL · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

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

Held in common0.4%PVAL and IJH

PVAL

IJH

Putnam Focused Large Cap Value ETF · $15.9BiShares Core S&P Mid-Cap ETF · $121B

+25.7%3 years · per year$19,864 · $15,806+16.5%

+15.9%5 years · per year$20,918 · $13,830+6.7%

0.56%Expense ratio$56 · $5 on $10k · lower wins0.05%

0.88%12-mo yield$88 · $126 on $10k1.26%

−7.2%Worst dropSmaller wins−8.8%

11.4%VolatilityLower wins15.5%

4–2PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · IJH

1.0%BJ0.4%

Held in common0.4%

End-of-day Nov 5, 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	APVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.9B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

Both

5Y2 funds

#			Trend
1	APVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.9B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

Cards for this view

PVAL vs IJH

PVAL

Putnam Focused Large Cap Value

$20,918

IJH

iShares Core S&P Mid-Cap

$13,830

MeasurePVALIJH

Fee0.56%0.05%

Cost on $10k a year$56$5

Yield0.88%1.26%

5 years, per year+15.9%+6.7%

3 years, per year+25.7%+16.5%

Worst drop · 1Y−7.2%−8.8%

Volatility · 1Y11.4%15.5%

4–2measures won
PVAL first

0.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PVAL, IJH

Today

0.4%most shared, PVAL and IJH

PVALIJH

PVAL—0.4%

IJH0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee