Screener
PY vs DIVY
Principal Value ETF vs Sound Equity Income ETF
Key differences
Both PY and DIVY are equity ETFs. PY charges 0.15% a year and DIVY 0.45%. The main difference: PY costs 0.30% less per year.
- PY costs 0.30% less per year.
- PY is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PY has delivered higher annualized returns.
Side-by-side comparison
| PY | DIVY | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.45% |
| Fund size (AUM) | $220M | $28M |
| Since | 2016 | 2020 |
| Dividend yield | 2.11% | 3.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.5% | +19.4% |
| CAGR 3Y | +12.9% | +9.4% |
| CAGR 5Y | +7.4% | +6.5% |
| Sharpe 3Y | 0.69 | 0.44 |
| Volatility 1Y | 10.51% | 13.06% |
| Max drawdown | -45.44% | -18.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.