Screener
IVAL vs PY
Alpha Architect International Quantitative Value ETF vs Principal Value ETF
Key differences
Both IVAL and PY are equity ETFs. IVAL charges 0.38% a year and PY 0.15%. The main difference: IVAL follows a systematic alpha strategy; PY uses active selection.
- IVAL follows a systematic alpha strategy; PY uses active selection.
- IVAL covers global markets excluding the US; PY covers North America.
- PY costs 0.23% less per year.
- Over the last three years, IVAL has delivered higher annualized returns.
Side-by-side comparison
| IVAL | PY | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.15% |
| Fund size (AUM) | $217M | $220M |
| Since | 2014 | 2016 |
| Dividend yield | 2.63% | 2.11% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | systematic alpha | active selection |
| CAGR 1Y | +31.7% | +14.5% |
| CAGR 3Y | +19.6% | +12.9% |
| CAGR 5Y | +8.3% | +7.4% |
| Sharpe 3Y | 0.98 | 0.69 |
| Volatility 1Y | 15.56% | 10.51% |
| Max drawdown | -46.09% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.