Screener
AAVM vs PY
Alpha Architect Global Factor Equity ETF vs Principal Value ETF
Key differences
Both AAVM and PY are equity ETFs. AAVM charges 0.38% a year and PY 0.15%. The main difference: AAVM covers global markets; PY covers North America.
- AAVM covers global markets; PY covers North America.
- PY costs 0.23% less per year.
- PY is much larger than AAVM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AAVM has delivered higher annualized returns.
Side-by-side comparison
| AAVM | PY | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.15% |
| Fund size (AUM) | $26M | $220M |
| Since | 2017 | 2016 |
| Dividend yield | 1.74% | 2.11% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.9% | +14.5% |
| CAGR 3Y | +19.0% | +12.9% |
| CAGR 5Y | +6.7% | +7.4% |
| Sharpe 3Y | 0.85 | 0.69 |
| Volatility 1Y | 15.96% | 10.51% |
| Max drawdown | -34.71% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.