VIG vs PVAL

AVIG

BPVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,198PVAL · VIG $16,638

Lowest cost0.03%VUG · $3 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−7.2%PVAL · 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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$61.4B

1–1level

End-of-day Nov 9, 2026

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

Overlap: VIG, PVAL, VUG

Today

26.4%most shared, VIG and VUG

VIGPVALVUG

VIG—25.7%26.4%

PVAL25.7%—23.7%

VUG26.4%23.7%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VUG$41 − $3 = $38

PVAL$86 − $56 = $30

KeptFee

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