VTV vs PVAL

AVTV

BPVAL

Measures won4–2VTV wins · of 6 · 5Y

$10,000 · 5Y$21,751PVAL · VTV $18,352

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common21.3%VTV and PVAL

VTV

PVAL

Vanguard Morningstar Value ETF · $184BPutnam Focused Large Cap Value ETF · $15.5B

+22.9%3 years · per year$18,551 · $20,585+27.2%

+12.9%5 years · per year$18,352 · $21,751+16.8%

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

1.80%12-mo yield$180 · $85 on $10k0.85%

−6.4%Worst dropSmaller wins−7.2%

10.2%VolatilityLower wins11.0%

4–2VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · PVAL

2.6%XOM3.9%

1.8%ABBV2.0%

1.4%CSCO2.9%

1.4%BAC2.4%

Held in common21.3%

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

End-of-day Nov 4, 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%	0.85%	+2.2%	+23.0%	+30.2%	+27.2%	+16.8%	−7.2%	$15.5B
2	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTV vs PVAL

VTV

Vanguard Morningstar Value

$18,352

PVAL

Putnam Focused Large Cap Value

$21,751

MeasureVTVPVAL

Fee0.03%0.56%

Cost on $10k a year$3$56

Yield1.80%0.85%

5 years, per year+12.9%+16.8%

3 years, per year+22.9%+27.2%

Worst drop · 1Y−6.4%−7.2%

Volatility · 1Y10.2%11.0%

4–2measures won
VTV first

21.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VTV, PVAL

Today

21.3%most shared, VTV and PVAL

VTVPVAL

VTV—21.3%

PVAL21.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

PVAL$85 − $56 = $29

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee