Screener
BSMC vs PY
Brandes U.S. Small-Mid Cap Value ETF vs Principal Value ETF
Key differences
Both BSMC and PY are equity ETFs. BSMC charges 0.71% a year and PY 0.15%. The main difference: PY costs 0.56% less per year.
- PY costs 0.56% less per year.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSMC | PY | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.15% |
| Fund size (AUM) | $159M | $220M |
| Since | 2023 | 2016 |
| Dividend yield | 0.95% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.6% | +14.9% |
| CAGR 3Y | N/A | +14.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | 14.53% | 10.54% |
| Max drawdown | -19.14% | -45.44% |
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