PVAL vs VUG

APVAL

BVUG

Measures won5–1PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · IVV $17,545

Lowest cost0.03%VUG · $3 on $10k

Most income1.11%IVV · $111 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$19,612 · $18,569+22.9%

+16.2%5 years · per year$21,198 · $16,565+10.6%

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

0.86%12-mo yield$86 · $41 on $10k0.41%

−7.2%Worst dropSmaller wins−15.1%

11.6%VolatilityLower wins19.1%

5–1PVAL wins

$10,000 · 5 yearsAll four, 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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 VUG

PVAL

Putnam Focused Large Cap Value

$21,198

VUG

Vanguard Morningstar Growth

$16,565

MeasurePVALVUG

Fee0.56%0.03%

Cost on $10k a year$56$3

Yield0.86%0.41%

5 years, per year+16.2%+10.6%

3 years, per year+25.2%+22.9%

Worst drop · 1Y−7.2%−15.1%

Volatility · 1Y11.6%19.1%

5–1measures won
PVAL first

23.7%

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: PVAL, VUG, IVV, IWF

Today

78.1%most shared, VUG and IWF

PVALVUGIVVIWF

PVAL—23.7%28.5%17.3%

VUG23.7%—55.1%78.1%

IVV28.5%55.1%—56.0%

IWF17.3%78.1%56.0%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

IWF$38 − $18 = $20

KeptFee

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