PVAL vs VONV

APVAL

BVONV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · VONV $17,306

Lowest cost0.03%VUG · $3 on $10k

Most income1.54%VONV · $154 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

+25.2%3 years · per year$19,624 · $18,525+22.8%

+15.8%5 years · per year$20,832 · $17,306+11.6%

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

0.88%12-mo yield$88 · $154 on $10k1.54%

−7.2%Worst dropSmaller wins−6.8%

11.4%VolatilityLower wins11.6%

3–3Level

$10,000 · 5 yearsAll three, one 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 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	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VONV

PVAL

Putnam Focused Large Cap Value

$20,832

VONV

Vanguard Russell 1000 Value

$17,307

MeasurePVALVONV

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield0.88%1.54%

5 years, per year+15.8%+11.6%

3 years, per year+25.2%+22.8%

Worst drop · 1Y−7.2%−6.8%

Volatility · 1Y11.4%11.6%

3–3measures won
level

31.5%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PVAL, VONV, VUG

Today

31.5%most shared, PVAL and VONV

PVALVONVVUG

PVAL—31.5%23.7%

VONV31.5%—23.7%

VUG23.7%23.7%—

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

Income After Fees on $10,000

$148most kept, VONV

VONV$154 − $6 = $148

VUG$42 − $3 = $39

PVAL$88 − $56 = $32

KeptFee

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