PVAL vs VONV

APVAL

BVONV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · VONV $17,976

Lowest cost0.06%VONV · $6 on $10k

Most income1.49%VONV · $149 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common31.5%PVAL and VONV

PVAL

VONV

Putnam Focused Large Cap Value ETF · $15.5BVanguard Russell 1000 Value ETF · $21.7B

+27.2%3 years · per year$20,585 · $19,351+24.6%

+16.8%5 years · per year$21,751 · $17,976+12.4%

0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%

0.85%12-mo yield$85 · $149 on $10k1.49%

−7.2%Worst dropSmaller wins−6.8%

11.0%VolatilityLower wins11.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · VONV

7.2%AAPL6.1%

9.5%MSFT5.2%

4.6%AMZN6.1%

3.9%XOM1.8%

Held in common31.5%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.49%	+2.6%	+27.6%	+32.2%	+24.6%	+12.4%	−6.8%	$21.7B

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.49%	+2.6%	+27.6%	+32.2%	+24.6%	+12.4%	−6.8%	$21.7B

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 VONV

PVAL

Putnam Focused Large Cap Value

$21,751

VONV

Vanguard Russell 1000 Value

$17,976

MeasurePVALVONV

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield0.85%1.49%

5 years, per year+16.8%+12.4%

3 years, per year+27.2%+24.6%

Worst drop · 1Y−7.2%−6.8%

Volatility · 1Y11.0%11.3%

3–3measures won
level

31.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$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, VONV

Today

31.5%most shared, PVAL and VONV

PVALVONV

PVAL—31.5%

VONV31.5%—

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

Income After Fees on $10,000

$143most kept, VONV

VONV$149 − $6 = $143

PVAL$85 − $56 = $29

KeptFee

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