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PY vs EPMV
Principal Value ETF vs Harbor Mid Cap Value ETF
Key differences
- PY costs 0.73% less per year.
- PY is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
- PY follows a active selection strategy; EPMV uses index tracking.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | EPMV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.88% |
| Fund size (AUM) | $212M | $4M |
| Since | 2016 | 2025 |
| Dividend yield | 2.15% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +27.8% |
| CAGR 3Y | +13.8% | N/A |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.75 | N/A |
| Volatility 1Y | 10.74% | 15.28% |
| Max drawdown | -45.44% | -8.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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