Screener
FCUS vs PVAL
Pinnacle Focused Opportunities ETF vs Putnam Focused Large Cap Value ETF
Key differences
Both FCUS and PVAL are equity ETFs. FCUS charges 0.80% a year and PVAL 0.55%. The main difference: PVAL costs 0.25% less per year.
- PVAL costs 0.25% less per year.
- PVAL is much larger than FCUS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FCUS has delivered higher annualized returns.
Side-by-side comparison
| FCUS | PVAL | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.55% |
| Fund size (AUM) | $94M | $11.1B |
| Since | 2022 | 2021 |
| Dividend yield | 0.95% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +83.3% | +32.6% |
| CAGR 3Y | +35.5% | +24.4% |
| CAGR 5Y | N/A | +15.9% |
| Sharpe 3Y | 1.01 | 1.42 |
| Volatility 1Y | 34.79% | 10.95% |
| Max drawdown | -39.89% | -16.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.