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JIVE vs PY
Jpmorgan International Value ETF vs Principal Value ETF
Key differences
Both JIVE and PY are equity ETFs. JIVE charges 0.55% a year and PY 0.15%. The main difference: JIVE covers global markets; PY covers North America.
- JIVE covers global markets; PY covers North America.
- PY costs 0.40% less per year.
- JIVE is much larger than PY. 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
| JIVE | PY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.15% |
| Fund size (AUM) | $2.8B | $220M |
| Since | 2023 | 2016 |
| Dividend yield | 1.97% | 2.11% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +38.6% | +14.9% |
| CAGR 3Y | N/A | +14.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | 14.78% | 10.54% |
| Max drawdown | -13.79% | -45.44% |
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