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GFGF vs PSET

Guru Favorite Stocks ETF vs Principal Quality ETF

GFGF

Guru Favorite Stocks ETF

GuruFocusETF

Annual cost

0.66%

Fund size

$36M

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

Key differences

  • PSET costs 0.51% less per year.
  • GFGF follows a active selection strategy; PSET uses index tracking.
  • Over the last 3 years, GFGF has delivered higher annualized returns.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GFGFPSET
Annual cost (TER)0.66%0.15%
Fund size (AUM)$36M$33M
Since20212016
Dividend yield0.22%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+13.5%+9.4%
CAGR 3Y+18.4%+13.4%
CAGR 5YN/A+9.2%
Sharpe 3Y0.930.63
Volatility 1Y12.50%12.80%
Max drawdown-27.99%-34.74%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to GFGF and PSET