PVAL vs VUG

APVAL

BVUG

Measures won5–1PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · IVV $17,177

Lowest cost0.03%VUG · $3 on $10k

Most income1.14%IVV · $114 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

+25.2%3 years · per year$19,624 · $18,415+22.6%

+15.8%5 years · per year$20,832 · $16,124+10.0%

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

0.88%12-mo yield$88 · $42 on $10k0.42%

−7.2%Worst dropSmaller wins−15.1%

11.4%VolatilityLower wins19.0%

5–1PVAL wins

$10,000 · 5 yearsAll three, one 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 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%	$15.5B
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%	$852.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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%	$15.5B
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%	$852.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 VUG

PVAL

Putnam Focused Large Cap Value

$20,832

VUG

Vanguard Morningstar Growth

$16,124

MeasurePVALVUG

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.88%0.42%

5 years, per year+15.8%+10.0%

3 years, per year+25.2%+22.6%

Worst drop · 1Y−7.2%−15.1%

Volatility · 1Y11.4%19.0%

5–1measures won
PVAL first

23.7%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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$853B

0–0level

End-of-day Nov 6, 2026

Overlap: PVAL, VUG, IVV

Today

54.8%most shared, VUG and IVV

PVALVUGIVV

PVAL—23.7%28.6%

VUG23.7%—54.8%

IVV28.6%54.8%—

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

VUG$42 − $3 = $39

PVAL$88 − $56 = $32

KeptFee

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