Screener
BAMV vs PY
Brookstone Value Stock ETF vs Principal Value ETF
Key differences
Both BAMV and PY are equity ETFs. BAMV charges 0.91% a year and PY 0.15%. The main difference: PY costs 0.76% less per year.
- PY costs 0.76% less per year.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMV | PY | |
|---|---|---|
| Annual cost (TER) | 0.91% | 0.15% |
| Fund size (AUM) | $102M | $220M |
| Since | 2023 | 2016 |
| Dividend yield | 1.27% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.1% | +14.9% |
| CAGR 3Y | N/A | +14.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | 11.87% | 10.54% |
| Max drawdown | -14.56% | -45.44% |
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