PEQSX vs. SCHD
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Schwab U.S. Dividend Equity ETF (SCHD).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
PEQSX vs. SCHD - Performance Comparison
Loading graphics...
PEQSX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 0.81% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than SCHD's 12.17% return. Over the past 10 years, PEQSX has outperformed SCHD with an annualized return of 13.46%, while SCHD has yielded a comparatively lower 12.25% annualized return.
PEQSX
- 1D
- 2.09%
- 1M
- -4.21%
- YTD
- 0.81%
- 6M
- 6.51%
- 1Y
- 18.74%
- 3Y*
- 18.04%
- 5Y*
- 13.05%
- 10Y*
- 13.46%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PEQSX vs. SCHD - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
PEQSX vs. SCHD — Risk / Return Rank
PEQSX
SCHD
PEQSX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Schwab U.S. Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PEQSX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.88 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.32 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.05 | +0.63 |
Martin ratioReturn relative to average drawdown | 7.48 | 3.55 | +3.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PEQSX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.88 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.58 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.84 | -0.02 |
Correlation
The correlation between PEQSX and SCHD is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PEQSX vs. SCHD - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 5.30% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
PEQSX vs. SCHD - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PEQSX and SCHD.
Loading graphics...
Drawdown Indicators
| PEQSX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -33.37% | -2.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -12.74% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -16.85% | +1.67% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -33.37% | -2.67% |
Current DrawdownCurrent decline from peak | -5.24% | -3.43% | -1.81% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -3.34% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 3.75% | -1.11% |
Volatility
PEQSX vs. SCHD - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 4.33% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PEQSX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 2.33% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 7.96% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 15.69% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 14.40% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 16.70% | +0.30% |