PVAL vs PKW

APVAL

BPKW

Measures won6–0PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · PKW $17,279

Lowest cost0.56%PVAL · $56 on $10k

Most income0.85%PVAL · $85 on $10k

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

Held in common14.1%PVAL and PKW

PVAL

PKW

Putnam Focused Large Cap Value ETF · $15.5BInvesco BuyBack Achievers ETF · $1.7B

+27.2%3 years · per year$20,585 · $18,467+22.7%

+16.8%5 years · per year$21,751 · $17,279+11.6%

0.56%Expense ratio$56 · $63 on $10k · lower wins0.63%

0.85%12-mo yield$85 · $63 on $10k0.63%

−7.2%Worst dropSmaller wins−7.9%

11.0%VolatilityLower wins13.0%

6–0PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · PKW

3.2%C4.5%

2.9%SCHW4.3%

2.8%VLO3.4%

2.4%BAC4.3%

Held in common14.1%

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	BPKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.63%	+1.8%	+14.5%	+19.1%	+22.7%	+11.6%	−7.9%	$1.7B

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	BPKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.63%	+1.8%	+14.5%	+19.1%	+22.7%	+11.6%	−7.9%	$1.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PVAL vs PKW

PVAL

Putnam Focused Large Cap Value

$21,751

PKW

Invesco BuyBack Achievers

$17,279

MeasurePVALPKW

Fee0.56%0.63%

Cost on $10k a year$56$63

Yield0.85%0.63%

5 years, per year+16.8%+11.6%

3 years, per year+27.2%+22.7%

Worst drop · 1Y−7.2%−7.9%

Volatility · 1Y11.0%13.0%

6–0measures won
PVAL first

14.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PVAL, PKW

Today

14.1%most shared, PVAL and PKW

PVALPKW

PVAL—14.1%

PKW14.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$29most kept, PVAL

PVAL$85 − $56 = $29

PKW$63 − $63 = $0

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee