SCHD vs PVAL5YSCHDSCHDAvsBPVALPVALSchwab U.S. Dividend Equity ETF · $122BPutnam Focused Large Cap Value ETF · $15.5BReturns · dividends in+19.5%3 years · per year$17,062 · $19,399+24.7%+10.4%5 years · per year$16,428 · $21,124+16.1%Cost and income0.06%Expense ratio$6 · $56 on $10k · lower wins0.56%2.94%
Overlap: SCHD, PVAL, VUGToday23.7%most shared, PVAL and VUGSCHDPVALVUGSCHD—7.0%0.8%PVAL7.0%—23.7%VUG0.8%23.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SCHD vs PVAL5YASCHDSchwab U.S. Dividend Equity$16,428vsPVALBPutnam Focused Large Cap Value$21,124$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BPVALPutnam Focused Large Cap Value ETFReadDesk0.56%0.87%−0.3%+21.3%+27.4%+24.7%+16.1%−7.2%$15.5B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BPVALPutnam Focused Large Cap Value ETFReadDesk0.56%0.87%−0.3%+21.3%+27.4%+24.7%+16.1%−7.2%$15.5B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: SCHD, PVAL, VUGToday23.7%most shared, PVAL and VUGSCHDPVALVUGSCHD—7.0%0.8%PVAL7.0%—23.7%VUG0.8%23.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288VUG$41 − $3 = $38PVAL$87 − $56 = $31KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee