PEQSX vs. VIHAX
Compare and contrast key facts about Putnam Large Cap Value Fund Class R6 (PEQSX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX).
PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012. VIHAX is managed by Vanguard. It was launched on Mar 2, 2016.
Performance
PEQSX vs. VIHAX - Performance Comparison
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PEQSX vs. VIHAX - 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% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 5.44% | 38.01% | 6.96% | 16.81% | -6.88% | 15.01% | -0.73% | 20.03% | -12.38% | 22.40% |
Returns By Period
In the year-to-date period, PEQSX achieves a 0.81% return, which is significantly lower than VIHAX's 5.44% return. Over the past 10 years, PEQSX has outperformed VIHAX with an annualized return of 13.46%, while VIHAX has yielded a comparatively lower 10.41% 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%
VIHAX
- 1D
- 2.29%
- 1M
- -4.98%
- YTD
- 5.44%
- 6M
- 12.61%
- 1Y
- 32.56%
- 3Y*
- 20.30%
- 5Y*
- 12.43%
- 10Y*
- 10.41%
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PEQSX vs. VIHAX - Expense Ratio Comparison
PEQSX has a 0.54% expense ratio, which is higher than VIHAX's 0.22% expense ratio.
Return for Risk
PEQSX vs. VIHAX — Risk / Return Rank
PEQSX
VIHAX
PEQSX vs. VIHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Large Cap Value Fund Class R6 (PEQSX) and Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX). 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 | VIHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 2.32 | -1.11 |
Sortino ratioReturn per unit of downside risk | 1.71 | 2.96 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.47 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 3.01 | -1.34 |
Martin ratioReturn relative to average drawdown | 7.48 | 12.38 | -4.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEQSX | VIHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 2.32 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.91 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.66 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.66 | +0.16 |
Correlation
The correlation between PEQSX and VIHAX is 0.78, 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. VIHAX - Dividend Comparison
PEQSX's dividend yield for the trailing twelve months is around 5.30%, more than VIHAX's 3.62% 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% |
VIHAX Vanguard International High Dividend Yield Index Fund Admiral Shares | 3.62% | 3.69% | 4.85% | 4.58% | 4.70% | 4.30% | 3.22% | 5.63% | 4.28% | 3.16% | 2.37% | 0.00% |
Drawdowns
PEQSX vs. VIHAX - Drawdown Comparison
The maximum PEQSX drawdown since its inception was -36.04%, smaller than the maximum VIHAX drawdown of -38.80%. Use the drawdown chart below to compare losses from any high point for PEQSX and VIHAX.
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Drawdown Indicators
| PEQSX | VIHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.04% | -38.80% | +2.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -10.66% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -23.92% | +8.74% |
Max Drawdown (10Y)Largest decline over 10 years | -36.04% | -38.80% | +2.76% |
Current DrawdownCurrent decline from peak | -5.24% | -6.64% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -6.09% | +2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.59% | +0.05% |
Volatility
PEQSX vs. VIHAX - Volatility Comparison
The current volatility for Putnam Large Cap Value Fund Class R6 (PEQSX) is 4.33%, while Vanguard International High Dividend Yield Index Fund Admiral Shares (VIHAX) has a volatility of 6.16%. This indicates that PEQSX experiences smaller price fluctuations and is considered to be less risky than VIHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQSX | VIHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 6.16% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 9.08% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 14.29% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 13.69% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.00% | 15.92% | +1.08% |