Correlation
The correlation between PEQSX and SCHD is 0.84, 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.
PEQSX vs. SCHD
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Schwab US 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQSX or SCHD.
Performance
PEQSX vs. SCHD - Performance Comparison
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Key characteristics
PEQSX:
0.61
SCHD:
0.35
PEQSX:
0.89
SCHD:
0.56
PEQSX:
1.13
SCHD:
1.07
PEQSX:
0.60
SCHD:
0.33
PEQSX:
2.24
SCHD:
0.99
PEQSX:
4.02%
SCHD:
5.36%
PEQSX:
15.96%
SCHD:
16.40%
PEQSX:
-36.04%
SCHD:
-33.37%
PEQSX:
-3.30%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, PEQSX achieves a 3.36% return, which is significantly higher than SCHD's -3.35% return. Over the past 10 years, PEQSX has outperformed SCHD with an annualized return of 11.19%, while SCHD has yielded a comparatively lower 10.58% annualized return.
PEQSX
3.36%
3.98%
-3.30%
8.25%
12.22%
16.41%
11.19%
SCHD
-3.35%
1.79%
-9.75%
3.76%
3.71%
12.22%
10.58%
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PEQSX vs. SCHD - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PEQSX vs. SCHD — Risk-Adjusted Performance Rank
PEQSX
SCHD
PEQSX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Schwab US 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.
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Dividends
PEQSX vs. SCHD - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 6.99%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 6.99% | 7.14% | 5.53% | 7.40% | 7.40% | 6.30% | 4.12% | 6.60% | 3.56% | 2.66% | 6.31% | 9.87% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
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.
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Volatility
PEQSX vs. SCHD - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 4.58%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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