PVAL vs VOO

APVAL

BVOO

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,918PVAL · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 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

+25.7%3 years · per year$19,864 · $18,224+22.1%

+15.9%5 years · per year$20,918 · $17,156+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 three, 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 5, 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%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.5B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 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%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.5B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 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

$20,918

VOO

Vanguard S&P 500

$17,156

MeasurePVALVOO

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.88%1.10%

5 years, per year+15.9%+11.4%

3 years, per year+25.7%+22.1%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.4%13.5%

4–2measures won
PVAL first

27.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: PVAL, VOO, SPY

Today

93.5%most shared, VOO and SPY

PVALVOOSPY

PVAL—27.6%28.5%

VOO27.6%—93.5%

SPY28.5%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee