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SCHI vs PVAL

Comparison between SCHWAB 5-10 YEAR CORPORATE BOND ETF (SCHI, ETF) and Putnam Focused Large Cap Value ETF (PVAL, ETF).

5-Year PerformancePVAL has outperformed SCHI, delivering a return of +16.9% compared to +0.8%

SCHI vs PVAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCHI
$12B
Winner
PVAL
$12B
Expense Ratio
Winner
SCHI
0.03%
PVAL
0.55%
Max Drawdown
SCHI
23.65%
Winner
PVAL
16.64%
Sharpe Ratio
SCHI
0.05
Winner
PVAL
2.05
5Y Beta
Winner
SCHI
0.09
PVAL
0.75
P/E Ratio
SCHI
N/A
PVAL
23.00
Forward P/E
SCHI
N/A
PVAL
17.16
PEG Ratio
SCHI
N/A
PVAL
0.43
5Y Dividends CAGR
SCHI
15.47%
PVAL
N/A
5Y EPS CAGR
SCHI
N/A
PVAL
11.39%
Debt to Equity
SCHI
N/A
PVAL
42.48%
P/S Ratio
SCHI
N/A
PVAL
1.80
P/B Ratio
SCHI
N/A
PVAL
3.28

SCHI vs PVAL - Historical Returns

Returns include dividend reinvestment.

1M
SCHI
-0.52%
Winner
PVAL
+1.57%
3M
SCHI
-0.79%
Winner
PVAL
+7.05%
6M
SCHI
-0.32%
Winner
PVAL
+12.38%
1Y
SCHI
+3.71%
Winner
PVAL
+29.47%
5Y(CAGR)
SCHI
+0.83%
Winner
PVAL
+16.95%
Max(CAGR)
SCHI
+2.07%
Winner
PVAL
+16.47%

SCHI vs PVAL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearSCHIPVAL
2026-0.23%+14.19%
2025+9.42%+24.59%
2024+3.71%+18.93%
2023+8.39%+18.99%
2022-13.56%-2.65%
2021-1.70%+11.43%
2020+9.65%N/A
2019+1.00%N/A

SCHI vs PVAL Drawdown Comparison

The maximum drawdown for SCHI was -20.67%, occurring on Oct 20, 2022. Recovery took 995 trading sessions.

The maximum drawdown for PVAL was -16.64%, occurring on Sep 30, 2022. Recovery took 211 trading sessions.

The current SCHI drawdown is -1.83%.

RankSCHIPVAL
#1-20.67%
Aug 3, 2021 - Jul 22, 2025
-16.64%
Mar 30, 2022 - Feb 1, 2023
#2-16.83%
Mar 4, 2020 - Jun 8, 2020
-15.40%
Nov 29, 2024 - Jun 24, 2025
#3-4.36%
Dec 31, 2020 - Aug 2, 2021
-8.75%
Feb 14, 2023 - Jun 15, 2023
#4-3.01%
Feb 27, 2026 - Mar 27, 2026
-8.67%
Jul 31, 2023 - Dec 1, 2023
#5-1.44%
Aug 6, 2020 - Nov 19, 2020
-7.63%
Jan 4, 2022 - Mar 29, 2022
#6-1.20%
Oct 27, 2025 - Nov 26, 2025
-7.22%
Feb 9, 2026 - Apr 17, 2026
#7-1.12%
Nov 1, 2019 - Nov 26, 2019
-6.98%
Jul 16, 2024 - Aug 30, 2024
#8-0.97%
Jun 10, 2020 - Jun 15, 2020
-5.37%
Nov 24, 2021 - Dec 29, 2021
#9-0.82%
Sep 15, 2025 - Oct 13, 2025
-4.28%
Mar 28, 2024 - May 9, 2024
#10-0.78%
Jan 14, 2026 - Feb 5, 2026
-4.27%
Jun 8, 2021 - Jul 2, 2021
#11-0.65%
Nov 26, 2025 - Dec 26, 2025
-4.18%
Jul 2, 2021 - Aug 3, 2021
#12-0.64%
Jun 16, 2020 - Jul 1, 2020
-3.86%
Aug 30, 2024 - Sep 19, 2024
#13-0.56%
Nov 30, 2020 - Dec 15, 2020
-3.83%
Aug 27, 2021 - Oct 14, 2021
#14-0.52%
Aug 13, 2025 - Aug 22, 2025
-3.46%
Jul 23, 2025 - Aug 20, 2025
#15-0.49%
Dec 3, 2019 - Dec 13, 2019
-3.36%
Nov 12, 2025 - Nov 26, 2025

Correlation

Correlation between SCHI and PVAL is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2019 - 2026)

SCHI vs PVAL dividend yield comparison.

YearSCHIPVAL
20262.55%0.51%
20254.99%1.00%
20245.12%1.34%
20234.28%1.33%
20223.10%0.59%
20211.93%0.47%
20202.31%0.00%
20190.53%0.00%

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