SCHD vs PVAL

ASCHD

BPVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,124PVAL · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

Most income2.94%SCHD · $294 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.0%SCHD and PVAL

Schwab U.S. Dividend Equity ETF · $122BPutnam Focused Large Cap Value ETF · $15.5B

+19.5%3 years · per year$17,062 · $19,399+24.7%

+10.4%5 years · per year$16,428 · $21,124+16.1%

0.06%Expense ratio$6 · $56 on $10k · lower wins0.56%

2.94%12-mo yield$294 · $87 on $10k0.87%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.87%	−0.3%	+21.3%	+27.4%	+24.7%	+16.1%	−7.2%	$15.5B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.87%	−0.3%	+21.3%	+27.4%	+24.7%	+16.1%	−7.2%	$15.5B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,428

PVAL

Putnam Focused Large Cap Value

$21,124

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