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LRGC vs PY

AB US Large Cap Strategic Equities ETF vs Principal Value ETF

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

Key differences

Both LRGC and PY are equity ETFs. LRGC charges 0.39% a year and PY 0.15%. The main difference: PY costs 0.24% less per year.

  • PY costs 0.24% less per year.
  • LRGC 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

LRGCPY
Annual cost (TER)0.39%0.15%
Fund size (AUM)$1.3B$220M
Since20232016
Dividend yield0.54%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+21.7%+15.1%
CAGR 3YN/A+13.9%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.75
Volatility 1Y12.15%10.53%
Max drawdown-19.38%-45.44%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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