PY vs VTV

APY

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VUG $16,902

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common33.6%PY and VTV

VTV

Principal Value ETF · $245MVanguard Morningstar Value ETF · $184B

+18.8%3 years · per year$16,763 · $18,466+22.7%

+8.6%5 years · per year$15,128 · $17,842+12.3%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.68%12-mo yield$168 · $183 on $10k1.83%

−6.2%Worst dropSmaller wins−6.4%

10.2%VolatilityLower wins10.1%

1–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPY · VTV

1.6%XOM2.6%

1.6%JNJ2.4%

1.7%BAC1.4%

1.7%MRK1.4%

Held in common33.6%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	APY	Principal Value ETFRead Desk	0.15%	1.68%	−0.7%	+12.7%	+14.7%	+18.8%	+8.6%	−6.2%	$245M

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	APY	Principal Value ETFRead Desk	0.15%	1.68%	−0.7%	+12.7%	+14.7%	+18.8%	+8.6%	−6.2%	$245M

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

PY vs VTV

Principal Value

$15,128

VTV

Vanguard Morningstar Value

$17,842

MeasurePYVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.68%1.83%

5 years, per year+8.6%+12.3%

3 years, per year+18.8%+22.7%

Worst drop · 1Y−6.2%−6.4%

Volatility · 1Y10.2%10.1%

5–1measures won
VTV first

33.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: PY, VTV, VUG

Today

33.6%most shared, PY and VTV

PYVTVVUG

PY—33.6%19.4%

VTV33.6%—1.9%

VUG19.4%1.9%—

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

PY$168 − $15 = $153

VUG$41 − $3 = $38

KeptFee

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