PEQSX vs. SCHY
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Schwab International Dividend Equity ETF (SCHY).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. SCHY is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones International Dividend 100 Index. It was launched on Apr 29, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQSX or SCHY.
Correlation
The correlation between PEQSX and SCHY is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PEQSX vs. SCHY - Performance Comparison
Key characteristics
PEQSX:
0.12
SCHY:
0.99
PEQSX:
0.29
SCHY:
1.44
PEQSX:
1.04
SCHY:
1.20
PEQSX:
0.11
SCHY:
1.12
PEQSX:
0.33
SCHY:
2.48
PEQSX:
6.70%
SCHY:
5.49%
PEQSX:
16.50%
SCHY:
13.67%
PEQSX:
-36.22%
SCHY:
-24.03%
PEQSX:
-10.47%
SCHY:
-1.61%
Returns By Period
In the year-to-date period, PEQSX achieves a 0.82% return, which is significantly lower than SCHY's 14.21% return.
PEQSX
0.82%
10.99%
-8.83%
1.97%
11.40%
6.85%
SCHY
14.21%
13.48%
7.55%
13.51%
N/A
N/A
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PEQSX vs. SCHY - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than SCHY's 0.14% expense ratio.
Risk-Adjusted Performance
PEQSX vs. SCHY — Risk-Adjusted Performance Rank
PEQSX
SCHY
PEQSX vs. SCHY - 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 International Dividend Equity ETF (SCHY). 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.
Dividends
PEQSX vs. SCHY - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 1.53%, less than SCHY's 4.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQSX Putnam Large Cap Value Fund Class R6 | 1.53% | 1.48% | 1.76% | 2.24% | 1.48% | 1.83% | 1.68% | 2.27% | 1.87% | 1.81% | 1.92% | 10.36% |
SCHY Schwab International Dividend Equity ETF | 4.01% | 4.64% | 3.97% | 3.68% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PEQSX vs. SCHY - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.22%, which is greater than SCHY's maximum drawdown of -24.03%. Use the drawdown chart below to compare losses from any high point for PEQSX and SCHY. For additional features, visit the drawdowns tool.
Volatility
PEQSX vs. SCHY - Volatility Comparison
Putnam Large Cap Value Fund Class R6 (PEQSX) has a higher volatility of 8.26% compared to Schwab International Dividend Equity ETF (SCHY) at 5.74%. This indicates that PEQSX's price experiences larger fluctuations and is considered to be riskier than SCHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.