PVAL vs VOO

APVAL

BVOO

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common27.6%PVAL and VOO

PVAL

VOO

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

+25.2%3 years · per year$19,624 · $18,079+21.8%

+15.8%5 years · per year$20,832 · $17,177+11.4%

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

0.88%12-mo yield$88 · $110 on $10k1.10%

−7.2%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.5%

4–2PVAL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPVAL · VOO

7.2%AAPL7.4%

9.5%MSFT5.8%

4.6%AMZN3.7%

1.7%AMD1.5%

Held in common27.6%

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 Four

5Y4 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	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 Four

5Y4 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	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 VOO

PVAL

Putnam Focused Large Cap Value

$20,832

VOO

Vanguard S&P 500

$17,177

MeasurePVALVOO

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.88%1.10%

5 years, per year+15.8%+11.4%

3 years, per year+25.2%+21.8%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.4%13.5%

4–2measures won
PVAL first

27.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

Overlap: PVAL, VOO, IVV, VUG

Today

92.2%most shared, VOO and IVV

PVALVOOIVVVUG

PVAL—27.6%28.6%23.7%

VOO27.6%—92.2%58.2%

IVV28.6%92.2%—54.8%

VUG23.7%58.2%54.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VUG$42 − $3 = $39

PVAL$88 − $56 = $32

KeptFee

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