PVAL vs VTI

APVAL

BVTI

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · IVV $17,177

Lowest cost0.03%VTI · $3 on $10k

Most income1.14%IVV · $114 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 yearsAll three, one 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

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%	$15.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	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

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%	$15.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: PVAL, VTI, IVV

Today

85.5%most shared, VTI and IVV

PVALVTIIVV

PVAL—24.9%28.6%

VTI24.9%—85.5%

IVV28.6%85.5%—

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

VTI$109 − $3 = $106

PVAL$88 − $56 = $32

KeptFee

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