VOO vs PVAL

AVOO

BPVAL

Measures won2–4PVAL wins · of 6 · 5Y

$10,000 · 5Y$20,918PVAL · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common27.6%VOO and PVAL

VOO

PVAL

Vanguard S&P 500 ETF · $1.00TPutnam Focused Large Cap Value ETF · $15.9B

+22.1%3 years · per year$18,224 · $19,864+25.7%

+11.4%5 years · per year$17,156 · $20,918+15.9%

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

1.10%12-mo yield$110 · $88 on $10k0.88%

−8.9%Worst dropSmaller wins−7.2%

13.5%VolatilityLower wins11.4%

2–4PVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · PVAL

7.4%AAPL7.2%

5.8%MSFT9.5%

3.7%AMZN4.6%

1.5%AMD1.7%

Held in common27.6%

End-of-day Nov 5, 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%	0.88%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.9B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

End-of-day Nov 5, 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%	0.88%	−2.9%	+19.4%	+27.0%	+25.7%	+15.9%	−7.2%	$15.9B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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

Cards for this view

VOO vs PVAL

VOO

Vanguard S&P 500

$17,156

PVAL

Putnam Focused Large Cap Value

$20,918

MeasureVOOPVAL

Fee0.03%0.56%

Cost on $10k a year$3$56

Yield1.10%0.88%

5 years, per year+11.4%+15.9%

3 years, per year+22.1%+25.7%

Worst drop · 1Y−8.9%−7.2%

Volatility · 1Y13.5%11.4%

4–2measures won
PVAL first

27.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VOO, PVAL, IVV

Today

93.5%most shared, VOO and IVV

VOOPVALIVV

VOO—27.6%93.5%

PVAL27.6%—28.4%

IVV93.5%28.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PVAL$88 − $56 = $32

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee