Screener
FSCS vs PY
First Trust SMID Capital Strength ETF vs Principal Value ETF
Key differences
Both FSCS and PY are equity ETFs. FSCS charges 0.60% a year and PY 0.15%. The main difference: FSCS follows a index tracking strategy; PY uses active selection.
- FSCS follows a index tracking strategy; PY uses active selection.
- PY costs 0.45% less per year.
- PY is much larger than FSCS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PY has delivered higher annualized returns.
Side-by-side comparison
| FSCS | PY | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.15% |
| Fund size (AUM) | $56M | $220M |
| Since | 2017 | 2016 |
| Dividend yield | 0.91% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +0.7% | +13.1% |
| CAGR 3Y | +10.7% | +12.9% |
| CAGR 5Y | +5.3% | +7.1% |
| Sharpe 3Y | 0.50 | 0.69 |
| Volatility 1Y | 12.79% | 10.49% |
| Max drawdown | -43.57% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.