VIG vs PVAL

AVIG

BPVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common25.7%VIG and PVAL

VIG

PVAL

Vanguard Dividend Appreciation ETF · $109BPutnam Focused Large Cap Value ETF · $15.5B

+18.8%3 years · per year$16,775 · $19,612+25.2%

+10.7%5 years · per year$16,638 · $21,198+16.2%

0.04%Expense ratio$4 · $56 on $10k · lower wins0.56%

1.46%12-mo yield$146 · $86 on $10k0.86%

−7.9%Worst dropSmaller wins−7.2%

11.0%VolatilityLower wins11.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · PVAL

4.9%MSFT9.5%

4.9%AAPL7.2%

3.0%XOM3.9%

2.0%ABBV2.0%

Held in common25.7%

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 Three

5Y3 funds

#
1	BPVAL	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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

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

All Three

5Y3 funds

#
1	BPVAL	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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

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

VIG vs PVAL

VIG

Vanguard Dividend Appreciation

$16,638

PVAL

Putnam Focused Large Cap Value

$21,198

MeasureVIGPVAL

Fee0.04%0.56%

Cost on $10k a year$4$56

Yield1.46%0.86%

5 years, per year+10.7%+16.2%

3 years, per year+18.8%+25.2%

Worst drop · 1Y−7.9%−7.2%

Volatility · 1Y11.0%11.6%

3–3measures won
level

25.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: VIG, PVAL, SCHD

Today

25.7%most shared, VIG and PVAL

VIGPVALSCHD

VIG—25.7%14.5%

PVAL25.7%—7.0%

SCHD14.5%7.0%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

PVAL$86 − $56 = $30

KeptFee

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