Screener
PY vs BSMC
Principal Value ETF vs Brandes U.S. Small-Mid Cap Value ETF
Key differences
- PY costs 0.56% less per year.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | BSMC | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.71% |
| Fund size (AUM) | $212M | $164M |
| Since | 2016 | 2023 |
| Dividend yield | 2.15% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.0% | +26.1% |
| CAGR 3Y | +13.8% | N/A |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.75 | N/A |
| Volatility 1Y | 10.74% | 14.75% |
| Max drawdown | -45.44% | -19.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PY and BSMC
Explore further