Screener
PY vs EQIN
Principal Value ETF vs Columbia U.S. Equity Income ETF
Key differences
- PY costs 0.20% less per year.
- PY follows a active selection strategy; EQIN uses index tracking.
Side-by-side comparison
| PY | EQIN | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $212M | $276M |
| Since | 2016 | 2016 |
| Dividend yield | 2.15% | 1.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.5% | +17.7% |
| CAGR 3Y | +13.5% | +14.3% |
| CAGR 5Y | +7.8% | +9.5% |
| Sharpe 3Y | 0.73 | 0.87 |
| Volatility 1Y | 10.72% | 10.39% |
| Max drawdown | -45.44% | -42.16% |
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