PVAL vs VTV

APVAL

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$21,003PVAL · VTV $17,842

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common21.1%PVAL and VTV

PVAL

VTV

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

+26.8%3 years · per year$20,390 · $18,466+22.7%

+16.0%5 years · per year$21,003 · $17,842+12.3%

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

0.87%12-mo yield$87 · $183 on $10k1.83%

−7.2%Worst dropSmaller wins−6.4%

10.8%VolatilityLower wins10.1%

2–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPVAL · VTV

3.9%XOM2.6%

2.0%ABBV1.8%

2.9%CSCO1.4%

2.4%BAC1.4%

Held in common21.1%

End-of-day Nov 3, 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%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

End-of-day Nov 3, 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%	0.87%	−0.3%	+20.3%	+27.4%	+26.8%	+16.0%	−7.2%	$15.5B
2	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

End-of-day Nov 3, 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

$21,003

VTV

Vanguard Morningstar Value

$17,842

MeasurePVALVTV

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.87%1.83%

5 years, per year+16.0%+12.3%

3 years, per year+26.8%+22.7%

Worst drop · 1Y−7.2%−6.4%

Volatility · 1Y10.8%10.1%

4–2measures won
VTV first

21.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: PVAL, VTV, VOO

Today

41.1%most shared, VTV and VOO

PVALVTVVOO

PVAL—21.1%27.5%

VTV21.1%—41.1%

VOO27.5%41.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VOO$107 − $3 = $104

PVAL$87 − $56 = $31

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee