PVAL vs SCHR
Comparison between Putnam Focused Large Cap Value ETF (PVAL, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).
5-Year PerformancePVAL has outperformed SCHR, delivering a return of +17.3% compared to -0.1%
PVAL vs SCHR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PVAL vs SCHR - Historical Returns
Returns include dividend reinvestment.
PVAL vs SCHR - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PVAL | SCHR |
|---|---|---|
| 2026 | +18.65% | -0.48% |
| 2025 | +24.59% | +7.37% |
| 2024 | +18.93% | +1.68% |
| 2023 | +18.99% | +3.85% |
| 2022 | -2.65% | -10.09% |
| 2021 | +11.43% | -2.67% |
| 2020 | N/A | +7.50% |
| 2019 | N/A | +6.13% |
| 2018 | N/A | +1.46% |
| 2017 | N/A | +1.52% |
| 2016 | N/A | +0.84% |
| 2015 | N/A | +1.40% |
| 2014 | N/A | +4.28% |
| 2013 | N/A | -2.60% |
| 2012 | N/A | +2.67% |
| 2011 | N/A | +10.32% |
| 2010 | N/A | -0.88% |
PVAL vs SCHR Drawdown Comparison
The maximum drawdown for PVAL was -16.64%, occurring on Sep 30, 2022. Recovery took 211 trading sessions.
The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current PVAL drawdown is -0.57%. The current SCHR drawdown is -2.46%.
| Rank | PVAL | SCHR |
|---|---|---|
| #1 | -16.64% Mar 30, 2022 - Feb 1, 2023 | -16.11% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -15.40% Nov 29, 2024 - Jun 24, 2025 | -5.79% Nov 4, 2010 - Jun 24, 2011 |
| #3 | -8.75% Feb 14, 2023 - Jun 15, 2023 | -5.38% Jul 5, 2016 - Mar 22, 2019 |
| #4 | -8.67% Jul 31, 2023 - Dec 1, 2023 | -5.23% May 1, 2013 - Oct 13, 2014 |
| #5 | -7.63% Jan 4, 2022 - Mar 29, 2022 | -2.68% Feb 2, 2015 - Aug 24, 2015 |
| #6 | -7.22% Feb 9, 2026 - Apr 17, 2026 | -2.56% Jan 31, 2012 - May 4, 2012 |
| #7 | -6.98% Jul 16, 2024 - Aug 30, 2024 | -2.48% Sep 22, 2011 - Dec 16, 2011 |
| #8 | -5.37% Nov 24, 2021 - Dec 29, 2021 | -2.26% Sep 4, 2019 - Jan 27, 2020 |
| #9 | -4.28% Mar 28, 2024 - May 9, 2024 | -2.21% Mar 9, 2020 - Mar 23, 2020 |
| #10 | -4.27% Jun 8, 2021 - Jul 2, 2021 | -2.14% Oct 14, 2015 - Jan 20, 2016 |
| #11 | -4.18% Jul 2, 2021 - Aug 3, 2021 | -1.89% Jun 24, 2011 - Jul 13, 2011 |
| #12 | -3.86% Aug 30, 2024 - Sep 19, 2024 | -1.73% Feb 11, 2016 - Apr 7, 2016 |
| #13 | -3.83% Aug 27, 2021 - Oct 14, 2021 | -1.56% Jul 24, 2012 - Dec 5, 2012 |
| #14 | -3.46% Jul 23, 2025 - Aug 20, 2025 | -1.44% Dec 6, 2012 - Apr 4, 2013 |
| #15 | -3.36% Nov 12, 2025 - Nov 26, 2025 | -1.43% Aug 31, 2010 - Sep 22, 2010 |
Correlation
Correlation between PVAL and SCHR is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2010 - 2026)
PVAL vs SCHR dividend yield comparison.
| Year | PVAL | SCHR |
|---|---|---|
| 2026 | 0.49% | 2.35% |
| 2025 | 1.00% | 3.85% |
| 2024 | 1.34% | 3.77% |
| 2023 | 1.33% | 3.16% |
| 2022 | 0.59% | 2.02% |
| 2021 | 0.47% | 1.00% |
| 2020 | 0.00% | 1.62% |
| 2019 | 0.00% | 2.31% |
| 2018 | 0.00% | 2.11% |
| 2017 | 0.00% | 1.65% |
| 2016 | 0.00% | 1.46% |
| 2015 | 0.00% | 1.56% |
| 2014 | 0.00% | 1.44% |
| 2013 | 0.00% | 1.07% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 1.53% |
| 2010 | 0.00% | 0.57% |
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