Screener
GPT vs PY
Intelligent Alpha Atlas ETF vs Principal Value ETF
Key differences
Both GPT and PY are equity ETFs. GPT charges 0.69% a year and PY 0.15%. The main difference: GPT covers global markets; PY covers North America.
- GPT covers global markets; PY covers North America.
- PY costs 0.54% less per year.
- PY is much larger than GPT. Larger funds are usually more liquid and less likely to close.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GPT | PY | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.15% |
| Fund size (AUM) | $23M | $220M |
| Since | 2024 | 2016 |
| Dividend yield | 0.67% | 2.11% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.6% | +13.1% |
| CAGR 3Y | N/A | +12.9% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | N/A | 0.69 |
| Volatility 1Y | 17.97% | 10.49% |
| Max drawdown | -25.59% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.