PVAL vs VUG

APVAL

BVUG

Measures won5–1PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income0.85%PVAL · $85 on $10k

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

Held in common23.7%PVAL and VUG

PVAL

VUG

Putnam Focused Large Cap Value ETF · $15.5BVanguard Morningstar Growth ETF · $233B

+27.2%3 years · per year$20,585 · $19,712+25.4%

+16.8%5 years · per year$21,751 · $17,153+11.4%

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

0.85%12-mo yield$85 · $40 on $10k0.40%

−7.2%Worst dropSmaller wins−16.1%

11.0%VolatilityLower wins18.2%

5–1PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsPVAL · VUG

9.5%MSFT9.7%

7.2%AAPL12.5%

4.6%AMZN4.3%

1.7%AMD2.7%

Held in common23.7%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

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 VUG

PVAL

Putnam Focused Large Cap Value

$21,751

VUG

Vanguard Morningstar Growth

$17,153

MeasurePVALVUG

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.85%0.40%

5 years, per year+16.8%+11.4%

3 years, per year+27.2%+25.4%

Worst drop · 1Y−7.2%−16.1%

Volatility · 1Y11.0%18.2%

5–1measures won
PVAL first

23.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

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, VUG

Today

23.7%most shared, PVAL and VUG

PVALVUG

PVAL—23.7%

VUG23.7%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

PVAL$85 − $56 = $29

KeptFee

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