PVAL vs VTI

APVAL

BVTI

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.09%VTI · $109 on $10k

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

Held in common24.9%PVAL and VTI

PVAL

VTI

Putnam Focused Large Cap Value ETF · $15.9BVanguard Morningstar Total Stock Market ETF · $689B

+25.2%3 years · per year$19,624 · $18,004+21.7%

+15.8%5 years · per year$20,832 · $16,375+10.4%

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

0.88%12-mo yield$88 · $109 on $10k1.09%

−7.2%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.7%

4–2PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · VTI

7.2%AAPL6.6%

9.5%MSFT5.2%

4.6%AMZN3.3%

1.7%AMD1.4%

Held in common24.9%

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

Both

5Y2 funds

#			Trend
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%	$15.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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 VTI

PVAL

Putnam Focused Large Cap Value

$20,832

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasurePVALVTI

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.88%1.09%

5 years, per year+15.8%+10.4%

3 years, per year+25.2%+21.7%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.4%13.7%

4–2measures won
PVAL first

24.9%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

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, VTI

Today

24.9%most shared, PVAL and VTI

PVALVTI

PVAL—24.9%

VTI24.9%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

PVAL$88 − $56 = $32

KeptFee

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