PVAL vs VO

APVAL

BVO

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · IWF $15,441

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common6.2%PVAL and VO

PVAL

Putnam Focused Large Cap Value ETF · $15.5BVanguard Morningstar Mid-Cap ETF · $103B

+25.2%3 years · per year$19,624 · $16,701+18.6%

+15.8%5 years · per year$20,832 · $13,590+6.3%

0.56%Expense ratio$56 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $139 on $10k1.39%

−7.2%Worst dropSmaller wins−8.2%

11.4%VolatilityLower wins12.9%

4–2PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · VO

2.8%VLO1.1%

2.1%GM0.7%

1.3%AEP0.6%

1.0%URI0.6%

Held in common6.2%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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 VO

PVAL

Putnam Focused Large Cap Value

$20,832

Vanguard Morningstar Mid-Cap

$13,590

MeasurePVALVO

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.88%1.39%

5 years, per year+15.8%+6.3%

3 years, per year+25.2%+18.6%

Worst drop · 1Y−7.2%−8.2%

Volatility · 1Y11.4%12.9%

4–2measures won
PVAL first

6.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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, VO, IWF

Today

17.5%most shared, PVAL and IWF

PVALVOIWF

PVAL—6.2%17.5%

VO6.2%—9.2%

IWF17.5%9.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

PVAL$88 − $56 = $32

IWF$39 − $18 = $21

KeptFee

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