Screener
PY vs IJJ
Principal Value ETF vs iShares S&P Mid-Cap 400 Value ETF
Key differences
Both PY and IJJ are equity ETFs. PY charges 0.15% a year and IJJ 0.18%. The main difference: PY follows a active selection strategy; IJJ uses index tracking.
- PY follows a active selection strategy; IJJ uses index tracking.
- IJJ is much larger than PY. Larger funds are usually more liquid and less likely to close.
- IJJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | IJJ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $220M | $8.5B |
| Since | 2016 | 2000 |
| Dividend yield | 2.11% | 1.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.5% | +22.2% |
| CAGR 3Y | +12.9% | +13.7% |
| CAGR 5Y | +7.4% | +8.1% |
| Sharpe 3Y | 0.69 | 0.61 |
| Volatility 1Y | 10.51% | 15.46% |
| Max drawdown | -45.44% | -46.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.