Screener
MAVF vs PSET
Matrix Advisors Value ETF vs Principal Quality ETF
Key differences
Both MAVF and PSET are equity ETFs. MAVF charges 0.75% a year and PSET 0.15%. The main difference: PSET costs 0.60% less per year.
- PSET costs 0.60% less per year.
- MAVF is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- MAVF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MAVF | PSET | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.15% |
| Fund size (AUM) | $96M | $29M |
| Since | 1996 | 2016 |
| Dividend yield | 0.23% | 0.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.7% | +6.3% |
| CAGR 3Y | N/A | +13.4% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | N/A | 0.63 |
| Volatility 1Y | 14.19% | 12.79% |
| Max drawdown | -14.87% | -34.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.