PVAL vs SPYM

APVAL

BSPYM

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common28.1%PVAL and SPYM

PVAL

SPYM

Putnam Focused Large Cap Value ETF · $15.5BState Street SPDR Portfolio S&P 500 ETF · $185B

+27.2%3 years · per year$20,585 · $19,186+24.3%

+16.8%5 years · per year$21,751 · $18,126+12.6%

0.56%Expense ratio$56 · $2 on $10k · lower wins0.02%

0.85%12-mo yield$85 · $101 on $10k1.01%

−7.2%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins12.8%

4–2PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · SPYM

7.2%AAPL7.4%

9.5%MSFT5.9%

4.6%AMZN3.8%

1.7%AMD1.2%

Held in common28.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B

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 SPYM

PVAL

Putnam Focused Large Cap Value

$21,751

SPYM

SPDR Portfolio S&P 500

$18,126

MeasurePVALSPYM

Fee0.56%0.02%

Cost on $10k a year$56$2

Yield0.85%1.01%

5 years, per year+16.8%+12.6%

3 years, per year+27.2%+24.3%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.0%12.8%

4–2measures won
PVAL first

28.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PVAL, SPYM

Today

28.1%most shared, PVAL and SPYM

PVALSPYM

PVAL—28.1%

SPYM28.1%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

PVAL$85 − $56 = $29

KeptFee

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