Screener
PY vs AFSM
Principal Value ETF vs First Trust Active Factor Small Cap ETF
Key differences
Both PY and AFSM are equity ETFs. PY charges 0.15% a year and AFSM 0.75%. The main difference: PY costs 0.60% less per year.
- PY costs 0.60% less per year.
- Over the last three years, AFSM has delivered higher annualized returns.
Side-by-side comparison
| PY | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.75% |
| Fund size (AUM) | $220M | $98M |
| Since | 2016 | 2019 |
| Dividend yield | 2.11% | 0.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.1% | +28.1% |
| CAGR 3Y | +12.9% | +18.3% |
| CAGR 5Y | +7.1% | +8.5% |
| Sharpe 3Y | 0.69 | 0.77 |
| Volatility 1Y | 10.49% | 18.13% |
| Max drawdown | -45.44% | -43.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.