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PY vs ABEQ

Principal Value ETF vs Absolute Select Value ETF

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

ABEQ

Absolute Select Value ETF

Annual cost

0.85%

Fund size

$140M

Key differences

Both PY and ABEQ are equity ETFs. PY charges 0.15% a year and ABEQ 0.85%. The main difference: PY costs 0.70% less per year.

  • PY costs 0.70% less per year.
  • Over the last three years, PY has delivered higher annualized returns.

Side-by-side comparison

PYABEQ
Annual cost (TER)0.15%0.85%
Fund size (AUM)$220M$140M
Since20162020
Dividend yield2.11%1.21%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+13.1%+9.2%
CAGR 3Y+12.9%+11.5%
CAGR 5Y+7.1%+7.1%
Sharpe 3Y0.690.80
Volatility 1Y10.49%8.93%
Max drawdown-45.44%-27.82%

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

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