PVAL vs VIG

APVAL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common25.7%PVAL and VIG

PVAL

VIG

Putnam Focused Large Cap Value ETF · $15.5BVanguard Dividend Appreciation ETF · $109B

+27.2%3 years · per year$20,585 · $17,533+20.6%

+16.8%5 years · per year$21,751 · $17,005+11.2%

0.56%Expense ratio$56 · $4 on $10k · lower wins0.04%

0.85%12-mo yield$85 · $144 on $10k1.44%

−7.2%Worst dropSmaller wins−7.9%

11.0%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · VIG

9.5%MSFT4.9%

7.2%AAPL4.9%

3.9%XOM3.0%

2.0%ABBV2.0%

Held in common25.7%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	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 VIG

PVAL

Putnam Focused Large Cap Value

$21,751

VIG

Vanguard Dividend Appreciation

$17,005

MeasurePVALVIG

Fee0.56%0.04%

Cost on $10k a year$56$4

Yield0.85%1.44%

5 years, per year+16.8%+11.2%

3 years, per year+27.2%+20.6%

Worst drop · 1Y−7.2%−7.9%

Volatility · 1Y11.0%10.2%

3–3measures won
level

25.7%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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, VIG, SCHD

Today

25.7%most shared, PVAL and VIG

PVALVIGSCHD

PVAL—25.7%7.0%

VIG25.7%—14.5%

SCHD7.0%14.5%—

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

VIG$144 − $4 = $140

PVAL$85 − $56 = $29

KeptFee

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