PVAL vs SCHD

APVAL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income2.91%SCHD · $291 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 · $123B

+27.2%3 years · per year$20,585 · $17,908+21.4%

+16.8%5 years · per year$21,751 · $16,881+11.0%

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

0.85%12-mo yield$85 · $291 on $10k2.91%

−7.2%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · SCHD

2.9%KO4.2%

2.1%UNH4.0%

1.9%COP4.1%

Held in common7.0%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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 SCHD

PVAL

Putnam Focused Large Cap Value

$21,751

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePVALSCHD

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield0.85%2.91%

5 years, per year+16.8%+11.0%

3 years, per year+27.2%+21.4%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y11.0%11.5%

3–3measures won
level

7.0%

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

Overlap: PVAL, SCHD, VUG

Today

23.7%most shared, PVAL and VUG

PVALSCHDVUG

PVAL—7.0%23.7%

SCHD7.0%—0.8%

VUG23.7%0.8%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VUG$40 − $3 = $37

PVAL$85 − $56 = $29

KeptFee

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