VO vs PVAL

AVO

BPVAL

Measures won2–4PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,832PVAL · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−7.2%PVAL · worst fall in 1Y

Held in common6.2%VO and PVAL

PVAL

Vanguard Morningstar Mid-Cap ETF · $103BPutnam Focused Large Cap Value ETF · $15.5B

+18.6%3 years · per year$16,701 · $19,624+25.2%

+6.3%5 years · per year$13,590 · $20,832+15.8%

0.03%Expense ratio$3 · $56 on $10k · lower wins0.56%

1.39%12-mo yield$139 · $88 on $10k0.88%

−8.2%Worst dropSmaller wins−7.2%

12.9%VolatilityLower wins11.4%

2–4PVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · PVAL

1.1%VLO2.8%

0.7%GM2.1%

0.6%AEP1.3%

0.6%URI1.0%

Held in common6.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BPVAL	Putnam Focused Large Cap Value ETFRead Desk		0.56%	0.88%	−0.3%	+19.0%	+25.6%	+25.2%	+15.8%	−7.2%	$15.5B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VO vs PVAL

Vanguard Morningstar Mid-Cap

$13,590

PVAL

Putnam Focused Large Cap Value

$20,832

MeasureVOPVAL

Fee0.03%0.56%

Cost on $10k a year$3$56

Yield1.39%0.88%

5 years, per year+6.3%+15.8%

3 years, per year+18.6%+25.2%

Worst drop · 1Y−8.2%−7.2%

Volatility · 1Y12.9%11.4%

4–2measures won
PVAL first

6.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VO, PVAL

Today

6.2%most shared, VO and PVAL

VOPVAL

VO—6.2%

PVAL6.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee