VO vs PVAL5YVOVOAvsBPVALPVALVanguard Morningstar Mid-Cap ETF · $107BPutnam Focused Large Cap Value ETF · $16.0BReturns · dividends in+18.5%3 years · per year$16,641 · $19,717+25.4%+6.6%5 years · per year$13,748 · $21,059+16.1%Cost and income0.03%Expense ratio$3 · $56 on $10k · lower wins0.56%1.35%
Overlap: VO, PVAL, IJHToday6.2%most shared, VO and PVALVOPVALIJHVO—6.2%0.2%PVAL6.2%—0.4%IJH0.2%0.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VO vs PVAL5YAVOVanguard Morningstar Mid-Cap$13,748vsPVALBPutnam Focused Large Cap Value$21,059$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%0.86%0.0%+21.7%+25.5%+25.4%+16.1%−7.2%$16.0B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$107.4B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7BEnd-of-day Nov 13, 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%0.86%0.0%+21.7%+25.5%+25.4%+16.1%−7.2%$16.0B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$107.4B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: VO, PVAL, IJHToday6.2%most shared, VO and PVALVOPVALIJHVO—6.2%0.2%PVAL6.2%—0.4%IJH0.2%0.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132IJH$122 − $5 = $117PVAL$86 − $56 = $30KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee