Screener
PY vs FMCX
Principal Value ETF vs FM Focus Equity ETF
Key differences
Both PY and FMCX are equity ETFs. PY charges 0.15% a year and FMCX 0.71%. The main difference: PY costs 0.56% less per year.
- PY costs 0.56% less per year.
- Over the last three years, FMCX has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.71% |
| Fund size (AUM) | $220M | $118M |
| Since | 2016 | 2022 |
| Dividend yield | 2.11% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.5% | +14.1% |
| CAGR 3Y | +12.9% | +15.8% |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 0.69 | 0.86 |
| Volatility 1Y | 10.51% | 13.13% |
| Max drawdown | -45.44% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.