Screener
PSET vs DIVY
Principal Quality ETF vs Sound Equity Income ETF
Key differences
Both PSET and DIVY are equity ETFs. PSET charges 0.15% a year and DIVY 0.45%. The main difference: PSET costs 0.30% less per year.
- PSET costs 0.30% less per year.
- Over the last three years, PSET has delivered higher annualized returns.
Side-by-side comparison
| PSET | DIVY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.45% |
| Fund size (AUM) | $29M | $28M |
| Since | 2016 | 2020 |
| Dividend yield | 0.62% | 3.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +18.5% |
| CAGR 3Y | +12.2% | +9.7% |
| CAGR 5Y | +8.5% | +6.1% |
| Sharpe 3Y | 0.56 | 0.46 |
| Volatility 1Y | 12.90% | 13.03% |
| Max drawdown | -34.74% | -18.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.