PVAL vs SPYM

APVAL

BSPYM

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common28.6%PVAL and SPYM

PVAL

SPYM

Putnam Focused Large Cap Value ETF · $15.5BState Street SPDR Portfolio S&P 500 ETF · $178B

+25.2%3 years · per year$19,624 · $18,082+21.8%

+15.8%5 years · per year$20,832 · $17,192+11.4%

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

0.88%12-mo yield$88 · $105 on $10k1.05%

−7.2%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.6%

4–2PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · SPYM

7.2%AAPL7.9%

9.5%MSFT6.3%

4.6%AMZN4.0%

3.9%XOM1.1%

Held in common28.6%

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

All Three

5Y3 funds

#
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

End-of-day Nov 6, 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%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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 SPYM

PVAL

Putnam Focused Large Cap Value

$20,832

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePVALSPYM

Fee0.56%0.02%

Cost on $10k a year$56$2

Yield0.88%1.05%

5 years, per year+15.8%+11.4%

3 years, per year+25.2%+21.8%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.4%13.6%

4–2measures won
PVAL first

28.6%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PVAL, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PVALSPYMSPY

PVAL—28.6%28.6%

SPYM28.6%—99.9%

SPY28.6%99.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

PVAL$88 − $56 = $32

KeptFee

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