StockComparison Logo
vs

PMO vs EVUS

Comparison between Putnam Municipal Opportunities Trust (PMO, ETF) and ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF).

PMO vs EVUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PMO
$310M
EVUS
$309M
Expense Ratio
PMO
N/A
EVUS
0.18%
Max Drawdown
PMO
44.44%
Winner
EVUS
16.43%
Sharpe Ratio
PMO
0.90
Winner
EVUS
1.57
5Y Beta
Winner
PMO
0.19
EVUS
0.70
P/E Ratio
PMO
N/A
EVUS
22.81
Forward P/E
PMO
N/A
EVUS
17.40
PEG Ratio
PMO
N/A
EVUS
0.41
5Y Dividends CAGR
PMO
-7.33%
EVUS
N/A
5Y EPS CAGR
PMO
N/A
EVUS
14.64%
Debt to Equity
PMO
N/A
EVUS
34.30%
P/S Ratio
PMO
N/A
EVUS
2.29
P/B Ratio
PMO
N/A
EVUS
3.69

PMO vs EVUS - Historical Returns

Returns include dividend reinvestment.

1M
PMO
+1.26%
Winner
EVUS
+1.60%
3M
PMO
-1.13%
Winner
EVUS
+5.68%
6M
PMO
+0.93%
Winner
EVUS
+9.55%
1Y
PMO
+11.67%
Winner
EVUS
+22.04%
5Y(CAGR)
PMO
-1.40%
EVUS
N/A
10Y(CAGR)
PMO
+2.50%
EVUS
N/A
Max(CAGR)
PMO
+5.13%
Winner
EVUS
+12.13%

PMO vs EVUS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPMOEVUS
2026-0.39%+8.73%
2025+9.91%+13.46%
2024+2.45%+13.75%
2023-3.28%+3.47%
2022-19.78%N/A
2021+9.37%N/A
2020+9.03%N/A
2019+21.21%N/A
2018-4.43%N/A
2017+8.53%N/A
2016+2.30%N/A
2015+8.40%N/A
2014+18.82%N/A
2013-14.31%N/A
2012+12.61%N/A
2011+22.64%N/A
2010+4.65%N/A
2009+34.84%N/A
2008-17.87%N/A
2007-1.05%N/A
2006+10.34%N/A
2005-0.56%N/A
2004+0.91%N/A
2003+15.65%N/A
2002+1.00%N/A
2001+3.07%N/A
2000+18.39%N/A
1999-11.15%N/A

PMO vs EVUS Drawdown Comparison

The maximum drawdown for PMO was -36.47%, occurring on Oct 23, 2023. This drawdown has not yet recovered.

The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.

The current PMO drawdown is -13.98%. The current EVUS drawdown is -1.52%.

RankPMOEVUS
#1-36.47%
Dec 23, 2021 - Oct 23, 2023		-15.65%
Nov 29, 2024 - Aug 13, 2025
#2-30.16%
Apr 3, 2007 - Sep 3, 2009		-11.17%
Jul 31, 2023 - Dec 13, 2023
#3-26.06%
Feb 25, 2020 - Jul 17, 2020		-9.40%
Feb 2, 2023 - Jul 21, 2023
#4-22.27%
Nov 30, 2012 - Jan 15, 2015		-7.72%
Feb 9, 2026 - Apr 17, 2026
#5-15.92%
Oct 18, 2010 - Aug 17, 2011		-5.44%
Mar 28, 2024 - Jul 11, 2024
#6-14.04%
Aug 22, 2016 - Feb 14, 2019		-4.89%
Jul 31, 2024 - Aug 19, 2024
#7-13.12%
Apr 1, 2004 - Oct 27, 2006		-4.41%
Oct 27, 2025 - Dec 4, 2025
#8-12.90%
Nov 5, 1999 - Jul 11, 2000		-3.51%
Oct 16, 2024 - Nov 6, 2024
#9-10.47%
Oct 7, 2002 - May 6, 2003		-3.11%
Aug 30, 2024 - Sep 16, 2024
#10-10.09%
Sep 18, 2001 - Sep 4, 2002		-2.56%
Oct 3, 2025 - Oct 20, 2025
#11-8.71%
Aug 18, 2021 - Dec 20, 2021		-2.05%
Jul 17, 2024 - Jul 30, 2024
#12-7.75%
Jul 7, 2003 - Dec 18, 2003		-1.96%
Jan 8, 2024 - Jan 25, 2024
#13-7.05%
Aug 5, 2020 - Dec 15, 2020		-1.75%
Jan 15, 2026 - Jan 22, 2026
#14-6.52%
Feb 2, 2015 - Oct 21, 2015		-1.72%
Nov 11, 2024 - Nov 22, 2024
#15-5.79%
Jul 8, 2016 - Aug 17, 2016		-1.52%
Jun 4, 2026 - Jun 5, 2026

Correlation

Correlation between PMO and EVUS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2000 - 2026)

PMO vs EVUS dividend yield comparison.

YearPMOEVUS
20261.89%0.39%
20254.25%1.62%
20244.15%1.99%
20234.64%2.31%
20225.87%0.00%
20214.42%0.00%
20204.65%0.00%
20194.85%0.00%
20185.55%0.00%
20175.26%0.00%
20165.89%0.00%
20155.81%0.00%
20145.95%0.00%
20136.35%0.00%
20125.82%0.00%
20116.48%0.00%
20107.32%0.00%
20096.70%0.00%
20087.36%0.00%
20075.10%0.00%
20065.04%0.00%
20056.25%0.00%
20047.59%0.00%
20037.25%0.00%
20027.47%0.00%
20017.09%0.00%
20002.91%0.00%

Select Stocks to Compare

Popular: PMO vs SPYEVUS vs SPY