Screener
JGRW vs PY
Jensen Quality Growth ETF vs Principal Value ETF
Key differences
Both JGRW and PY are equity ETFs. JGRW charges 0.57% a year and PY 0.15%. The main difference: PY costs 0.42% less per year.
- PY costs 0.42% less per year.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JGRW | PY | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.15% |
| Fund size (AUM) | $96M | $220M |
| Since | 2024 | 2016 |
| Dividend yield | 0.45% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +1.9% | +14.9% |
| CAGR 3Y | N/A | +14.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | 11.85% | 10.54% |
| Max drawdown | -14.63% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.