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MIGO vs PY

Mig Core Etf vs Principal Value ETF

MIGO

MIG Core ETF

Annual cost

0.45%

Fund size

$758M

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

Key differences

Both MIGO and PY are equity ETFs. MIGO charges 0.45% a year and PY 0.15%. The main difference: PY costs 0.30% less per year.

  • PY costs 0.30% less per year.
  • MIGO 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

MIGOPY
Annual cost (TER)0.45%0.15%
Fund size (AUM)$758M$220M
Since20262016
Dividend yield2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+13.1%
CAGR 3YN/A+12.9%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.69
Volatility 1Y10.49%
Max drawdown-13.38%-45.44%

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

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