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FMCX vs PY
FM Focus Equity ETF vs Principal Value ETF
Key differences
- PY costs 0.56% less per year.
- Over the last 3 years, FMCX has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCX | PY | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.15% |
| Fund size (AUM) | $115M | $212M |
| Since | 2022 | 2016 |
| Dividend yield | 0.34% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.7% | +17.0% |
| CAGR 3Y | +17.2% | +13.8% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | 0.95 | 0.75 |
| Volatility 1Y | 12.96% | 10.74% |
| Max drawdown | -17.70% | -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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