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IWS vs PY
iShares Russell Mid-Cap Value ETF vs Principal Value ETF
Key differences
- PY costs 0.08% less per year.
- IWS is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- IWS follows a index tracking strategy; PY uses active selection.
- Over the last 3 years, IWS has delivered higher annualized returns.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWS | PY | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.15% |
| Fund size (AUM) | $14.9B | $212M |
| Since | 2001 | 2016 |
| Dividend yield | 1.38% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.0% | +17.5% |
| CAGR 3Y | +17.2% | +13.5% |
| CAGR 5Y | +8.8% | +7.8% |
| Sharpe 3Y | 0.88 | 0.73 |
| Volatility 1Y | 13.33% | 10.72% |
| Max drawdown | -43.83% | -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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