VUG vs PVAL5YVUGVUGAvsBPVALPVALVanguard Morningstar Growth ETF · $233BPutnam Focused Large Cap Value ETF · $16.0BReturns · dividends in+21.6%3 years · per year$17,979 · $19,717+25.4%+10.1%5 years · per year$16,151 · $21,059+16.1%Cost and income0.03%Expense ratio$3 · $56 on $10k · lower wins0.56%0.41%12-mo yield$41 · $86 on $10k
Overlap: VUG, PVAL, IJRToday23.7%most shared, VUG and PVALVUGPVALIJRVUG—23.7%0.0%PVAL23.7%—0.0%IJR0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VUG vs PVAL5YAVUGVanguard Morningstar Growth$16,151vsPVALBPutnam 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%$16.0B2AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8BEnd-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%$16.0B2AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%0.0%+18.0%+19.2%+17.1%+4.8%−9.7%$105.8BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
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$109B2–0SCHD 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%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: VUG, PVAL, IJRToday23.7%most shared, VUG and PVALVUGPVALIJRVUG—23.7%0.0%PVAL23.7%—0.0%IJR0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$115most kept, IJRIJR$121 − $6 = $115VUG$41 − $3 = $38PVAL$86 − $56 = $30KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee