PVAL vs VTV

APVAL

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · VTV $18,352

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common21.3%PVAL and VTV

PVAL

VTV

Putnam Focused Large Cap Value ETF · $15.5BVanguard Morningstar Value ETF · $184B

+27.2%3 years · per year$20,585 · $18,551+22.9%

+16.8%5 years · per year$21,751 · $18,352+12.9%

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

0.85%12-mo yield$85 · $180 on $10k1.80%

−7.2%Worst dropSmaller wins−6.4%

11.0%VolatilityLower wins10.2%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · VTV

3.9%XOM2.6%

2.0%ABBV1.8%

2.9%CSCO1.4%

2.4%BAC1.4%

Held in common21.3%

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PVAL vs VTV

PVAL

Putnam Focused Large Cap Value

$21,751

VTV

Vanguard Morningstar Value

$18,352

MeasurePVALVTV

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.85%1.80%

5 years, per year+16.8%+12.9%

3 years, per year+27.2%+22.9%

Worst drop · 1Y−7.2%−6.4%

Volatility · 1Y11.0%10.2%

4–2measures won
VTV first

21.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PVAL, VTV

Today

21.3%most shared, PVAL and VTV

PVALVTV

PVAL—21.3%

VTV21.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

PVAL$85 − $56 = $29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee