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PY vs FICS

Principal Value ETF vs First Trust International Developed Cap Strength ETF

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

FICS

First Trust International Developed Cap Strength ETF

Annual cost

0.70%

Fund size

$214M

Key differences

Both PY and FICS are equity ETFs. PY charges 0.15% a year and FICS 0.70%. The main difference: PY follows a active selection strategy; FICS uses index tracking.

  • PY follows a active selection strategy; FICS uses index tracking.
  • PY covers North America; FICS covers global markets excluding the US.
  • PY costs 0.55% less per year.
  • Over the last three years, PY has delivered higher annualized returns.

Side-by-side comparison

PYFICS
Annual cost (TER)0.15%0.70%
Fund size (AUM)$220M$214M
Since20162020
Dividend yield2.11%1.91%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+13.1%+3.7%
CAGR 3Y+12.9%+10.1%
CAGR 5Y+7.1%+5.2%
Sharpe 3Y0.690.52
Volatility 1Y10.49%13.29%
Max drawdown-45.44%-29.16%

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

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