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PY vs INEQ
Principal Value ETF vs Columbia International Equity Income ETF
Key differences
- PY costs 0.30% less per year.
- PY covers north america markets; INEQ covers global.
- PY follows a active selection strategy; INEQ uses index tracking.
- Over the last 3 years, INEQ has delivered higher annualized returns.
Side-by-side comparison
| PY | INEQ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.45% |
| Fund size (AUM) | $212M | $80M |
| Since | 2016 | 2016 |
| Dividend yield | 2.15% | 2.40% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.5% | +29.8% |
| CAGR 3Y | +13.5% | +20.1% |
| CAGR 5Y | +7.8% | +12.5% |
| Sharpe 3Y | 0.73 | 1.08 |
| Volatility 1Y | 10.72% | 13.63% |
| Max drawdown | -45.44% | -40.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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