PVAL vs IUSV · Compare Desk

APVAL

BVUG

Measures won5–1PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%PVAL · $88 on $10k

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

Held in common23.7%PVAL and VUG

PVAL vs VUG

PVAL

VUG

Putnam Focused Large Cap Value ETF · $15.5BVanguard Morningstar Growth ETF · $233B

+25.2%3 years · per year$19,624 · $18,415+22.6%

+15.8%5 years · per year$20,832 · $16,124+10.0%

0.56%Expense ratio$56 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $42 on $10k0.42%

−7.2%Worst dropSmaller wins−15.1%

11.4%VolatilityLower wins19.0%

5–1PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · VUG

9.5%MSFT9.7%

7.2%AAPL12.5%

4.6%AMZN4.3%

1.7%AMD2.7%

Held in common23.7%

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	APVAL	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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	APVAL	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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

PVAL vs VUG

PVAL

Putnam Focused Large Cap Value

$20,832

VUG

Vanguard Morningstar Growth

$16,124

MeasurePVALVUG

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.88%0.42%

5 years, per year+15.8%+10.0%

3 years, per year+25.2%+22.6%

Worst drop · 1Y−7.2%−15.1%

Volatility · 1Y11.4%19.0%

5–1measures won
PVAL first

23.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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: PVAL, VUG

Today

23.7%most shared, PVAL and VUG

PVALVUG

PVAL—23.7%

VUG23.7%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

PVAL$88 − $56 = $32

KeptFee

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