PVAL vs VOO

APVAL

BVOO

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,003PVAL · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common27.5%PVAL and VOO

PVAL

VOO

Putnam Focused Large Cap Value ETF · $15.5BVanguard S&P 500 ETF · $1.00T

+26.8%3 years · per year$20,390 · $19,094+24.1%

+16.0%5 years · per year$21,003 · $17,749+12.2%

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

0.87%12-mo yield$87 · $107 on $10k1.07%

−7.2%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins12.7%

4–2PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · VOO

7.2%AAPL7.4%

9.5%MSFT5.8%

4.6%AMZN3.7%

1.7%AMD1.5%

Held in common27.5%

End-of-day Nov 3, 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%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

End-of-day Nov 3, 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%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PVAL vs VOO

PVAL

Putnam Focused Large Cap Value

$21,003

VOO

Vanguard S&P 500

$17,749

MeasurePVALVOO

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.87%1.07%

5 years, per year+16.0%+12.2%

3 years, per year+26.8%+24.1%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y10.8%12.7%

4–2measures won
PVAL first

27.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: PVAL, VOO

Today

27.5%most shared, PVAL and VOO

PVALVOO

PVAL—27.5%

VOO27.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

PVAL$87 − $56 = $31

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee