Screener
ADPV vs PY
Adaptiv Select ETF vs Principal Value ETF
Key differences
Both ADPV and PY are equity ETFs. ADPV charges 1.00% a year and PY 0.15%. The main difference: PY costs 0.85% less per year.
- PY costs 0.85% less per year.
- Over the last three years, ADPV has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ADPV | PY | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.15% |
| Fund size (AUM) | $183M | $220M |
| Since | 2022 | 2016 |
| Dividend yield | 0.64% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +34.2% | +13.1% |
| CAGR 3Y | +26.1% | +12.9% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | 1.00 | 0.69 |
| Volatility 1Y | 24.53% | 10.49% |
| Max drawdown | -22.30% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.