PVAL vs VTI

APVAL

BVTI

Measures won4–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · SPY $17,493

Lowest cost0.03%VTI · $3 on $10k

Most income1.06%VTI · $106 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 · $15.5BVanguard Morningstar Total Stock Market ETF · $689B

+25.2%3 years · per year$19,612 · $18,090+21.8%

+16.2%5 years · per year$21,198 · $16,697+10.8%

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

0.86%12-mo yield$86 · $106 on $10k1.06%

−7.2%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.9%

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 9, 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%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 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%	0.86%	+2.2%	+21.6%	+28.8%	+25.2%	+16.2%	−7.2%	$15.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B

End-of-day Nov 9, 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

$21,198

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasurePVALVTI

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.86%1.06%

5 years, per year+16.2%+10.8%

3 years, per year+25.2%+21.8%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.6%13.9%

4–2measures won
PVAL first

24.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PVAL, VTI, SPY

Today

86.0%most shared, VTI and SPY

PVALVTISPY

PVAL—24.9%28.5%

VTI24.9%—86.0%

SPY28.5%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPY$101 − $9 = $92

PVAL$86 − $56 = $30

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee