Screener
PY vs FIVA
Principal Value ETF vs Fidelity International Value Factor ETF
Key differences
- PY covers north america markets; FIVA covers global.
- PY follows a active selection strategy; FIVA uses index tracking.
- Over the last 3 years, FIVA has delivered higher annualized returns.
Side-by-side comparison
| PY | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $212M | $533M |
| Since | 2016 | 2018 |
| Dividend yield | 2.15% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +35.7% |
| CAGR 3Y | +13.8% | +21.9% |
| CAGR 5Y | +7.5% | +12.5% |
| Sharpe 3Y | 0.75 | 1.16 |
| Volatility 1Y | 10.74% | 15.23% |
| Max drawdown | -45.44% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PY and FIVA
Explore further