PVAL vs SCHD

APVAL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.0%PVAL and SCHD

PVAL

SCHD

Putnam Focused Large Cap Value ETF · $15.5BSchwab U.S. Dividend Equity ETF · $120B

+25.2%3 years · per year$19,612 · $17,123+19.6%

+16.2%5 years · per year$21,198 · $16,459+10.5%

0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%

0.86%12-mo yield$86 · $296 on $10k2.96%

−7.2%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPVAL · SCHD

2.9%KO4.3%

2.1%UNH3.9%

1.9%COP3.9%

Held in common7.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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 SCHD

PVAL

Putnam Focused Large Cap Value

$21,198

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasurePVALSCHD

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield0.86%2.96%

5 years, per year+16.2%+10.5%

3 years, per year+25.2%+19.6%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y11.6%11.8%

3–3measures won
level

7.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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$59.7B

1–1level

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, SCHD, IWF, VUG

Today

78.1%most shared, IWF and VUG

PVALSCHDIWFVUG

PVAL—7.0%17.3%23.7%

SCHD7.0%—3.6%0.8%

IWF17.3%3.6%—78.1%

VUG23.7%0.8%78.1%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

IWF$38 − $18 = $20

KeptFee

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