Screener
BFOR vs PY
Barron's 400 ETF vs Principal Value ETF
Key differences
- PY costs 0.50% less per year.
- BFOR follows a index tracking strategy; PY uses active selection.
- Over the last 3 years, BFOR has delivered higher annualized returns.
Side-by-side comparison
| BFOR | PY | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $211M | $212M |
| Since | 2013 | 2016 |
| Dividend yield | 0.55% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.3% | +17.0% |
| CAGR 3Y | +20.1% | +13.8% |
| CAGR 5Y | +10.0% | +7.5% |
| Sharpe 3Y | 0.94 | 0.75 |
| Volatility 1Y | 14.92% | 10.74% |
| Max drawdown | -41.27% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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