PVAL vs. VFFVX
Compare and contrast key facts about Putnam Focused Large Cap Value ETF (PVAL) and Vanguard Target Retirement 2055 Fund (VFFVX).
PVAL is a passively managed fund by Power Corporation of Canada that tracks the performance of the Russell 1000 Value. It was launched on May 25, 2021. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PVAL or VFFVX.
Key characteristics
| PVAL | VFFVX | |
|---|---|---|
| YTD Return | 11.88% | 4.01% |
| 1Y Return | 29.64% | 16.66% |
| Sharpe Ratio | 2.61 | 1.69 |
| Daily Std Dev | 12.00% | 10.81% |
| Max Drawdown | -16.64% | -31.40% |
| Current Drawdown | -1.57% | -2.51% |
Correlation
The correlation between PVAL and VFFVX is 0.87, 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.
Performance
PVAL vs. VFFVX - Performance Comparison
In the year-to-date period, PVAL achieves a 11.88% return, which is significantly higher than VFFVX's 4.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PVAL vs. VFFVX - Expense Ratio Comparison
PVAL has a 0.55% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
PVAL vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Focused Large Cap Value ETF (PVAL) and Vanguard Target Retirement 2055 Fund (VFFVX). 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
PVAL vs. VFFVX - Dividend Comparison
PVAL's dividend yield for the trailing twelve months is around 1.51%, less than VFFVX's 2.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVAL Putnam Focused Large Cap Value ETF | 1.51% | 1.33% | 0.59% | 0.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFFVX Vanguard Target Retirement 2055 Fund | 2.10% | 2.18% | 2.19% | 10.03% | 1.82% | 2.15% | 2.35% | 1.83% | 1.99% | 1.98% | 1.75% | 1.58% |
Drawdowns
PVAL vs. VFFVX - Drawdown Comparison
The maximum PVAL drawdown since its inception was -16.64%, smaller than the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for PVAL and VFFVX. For additional features, visit the drawdowns tool.
Volatility
PVAL vs. VFFVX - Volatility Comparison
Putnam Focused Large Cap Value ETF (PVAL) and Vanguard Target Retirement 2055 Fund (VFFVX) have volatilities of 3.01% and 3.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.