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Screener

ADPV vs PSET

Adaptiv Select ETF vs Principal Quality ETF

ADPV

Adaptiv Select ETF

Annual cost

1.00%

Fund size

$183M

PSET

Principal Quality ETF

Annual cost

0.15%

Fund size

$29M

Key differences

Both ADPV and PSET are equity ETFs. ADPV charges 1.00% a year and PSET 0.15%. The main difference: PSET costs 0.85% less per year.

  • PSET costs 0.85% less per year.
  • ADPV is much larger than PSET. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ADPV has delivered higher annualized returns.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ADPVPSET
Annual cost (TER)1.00%0.15%
Fund size (AUM)$183M$29M
Since20222016
Dividend yield0.64%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+34.2%+4.1%
CAGR 3Y+26.1%+12.2%
CAGR 5YN/A+8.5%
Sharpe 3Y1.000.56
Volatility 1Y24.53%12.90%
Max drawdown-22.30%-34.74%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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