Screener
PY vs AAVM
Principal Value ETF vs Alpha Architect Global Factor Equity ETF
Key differences
Both PY and AAVM are equity ETFs. PY charges 0.15% a year and AAVM 0.38%. The main difference: PY covers North America; AAVM covers global markets.
- PY covers North America; AAVM covers global markets.
- PY costs 0.23% less per year.
- PY is much larger than AAVM. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AAVM has delivered higher annualized returns.
Side-by-side comparison
| PY | AAVM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.38% |
| Fund size (AUM) | $220M | $26M |
| Since | 2016 | 2017 |
| Dividend yield | 2.11% | 1.74% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.5% | +32.9% |
| CAGR 3Y | +12.9% | +19.0% |
| CAGR 5Y | +7.4% | +6.7% |
| Sharpe 3Y | 0.69 | 0.85 |
| Volatility 1Y | 10.51% | 15.96% |
| Max drawdown | -45.44% | -34.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.