PVAL vs VIG

APVAL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,918PVAL · VIG $16,331

Lowest cost0.03%VUG · $3 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.2%PVAL · 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

+25.7%3 years · per year$19,864 · $16,814+18.9%

+15.9%5 years · per year$20,918 · $16,331+10.3%

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

0.88%12-mo yield$88 · $149 on $10k1.49%

−7.2%Worst dropSmaller wins−7.9%

11.4%VolatilityLower wins10.8%

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 5, 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%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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

$20,918

VIG

Vanguard Dividend Appreciation

$16,331

MeasurePVALVIG

Fee0.56%0.04%

Cost on $10k a year$56$4

Yield0.88%1.49%

5 years, per year+15.9%+10.3%

3 years, per year+25.7%+18.9%

Worst drop · 1Y−7.2%−7.9%

Volatility · 1Y11.4%10.8%

3–3measures won
level

25.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: PVAL, VIG, VUG

Today

26.4%most shared, VIG and VUG

PVALVIGVUG

PVAL—25.7%23.7%

VIG25.7%—26.4%

VUG23.7%26.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

VUG$43 − $3 = $40

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee