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PY vs DFIV
Principal Value ETF vs Dimensional International Value ETF
Key differences
- PY costs 0.12% less per year.
- DFIV is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- PY covers north america markets; DFIV covers global ex us.
- Over the last 3 years, DFIV has delivered higher annualized returns.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.27% |
| Fund size (AUM) | $212M | $19.3B |
| Since | 2016 | 1999 |
| Dividend yield | 2.15% | 2.58% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.0% | +36.9% |
| CAGR 3Y | +13.8% | +23.5% |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.75 | 1.27 |
| Volatility 1Y | 10.74% | 13.72% |
| Max drawdown | -45.44% | -25.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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