Screener
OWN vs PY
Inside Ownership 100 ETF vs Principal Value ETF
Key differences
Both OWN and PY are equity ETFs. The main difference: OWN follows a index tracking strategy; PY uses active selection.
- OWN follows a index tracking strategy; PY uses active selection.
Side-by-side comparison
| OWN | PY | |
|---|---|---|
| Annual cost (TER) | — | 0.15% |
| Fund size (AUM) | — | $220M |
| Since | — | 2016 |
| Dividend yield | — | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +14.9% |
| CAGR 3Y | N/A | +14.2% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.77 |
| Volatility 1Y | — | 10.54% |
| Max drawdown | — | -45.44% |
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