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PY vs ECML

Principal Value ETF vs Euclidean Fundamental Value ETF

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

ECML

Euclidean Fundamental Value ETF

Annual cost

0.95%

Fund size

$131M

Key differences

Both PY and ECML are equity ETFs. PY charges 0.15% a year and ECML 0.95%. The main difference: PY costs 0.80% less per year.

  • PY costs 0.80% less per year.
  • Over the last three years, ECML has delivered higher annualized returns.
  • PY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PYECML
Annual cost (TER)0.15%0.95%
Fund size (AUM)$220M$131M
Since20162023
Dividend yield2.11%1.22%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+13.1%+29.0%
CAGR 3Y+12.9%+16.1%
CAGR 5Y+7.1%N/A
Sharpe 3Y0.690.71
Volatility 1Y10.49%14.64%
Max drawdown-45.44%-24.66%

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

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