Screener
PY vs IVE
Principal Value ETF vs iShares S&P 500 Value ETF
Key differences
Both PY and IVE are equity ETFs. PY charges 0.15% a year and IVE 0.18%. The main difference: PY follows a active selection strategy; IVE uses index tracking.
- PY follows a active selection strategy; IVE uses index tracking.
- IVE is much larger than PY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVE has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | IVE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.18% |
| Fund size (AUM) | $220M | $48.3B |
| Since | 2016 | 2000 |
| Dividend yield | 2.11% | 1.52% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.5% | +21.0% |
| CAGR 3Y | +12.9% | +15.7% |
| CAGR 5Y | +7.4% | +10.8% |
| Sharpe 3Y | 0.69 | 0.94 |
| Volatility 1Y | 10.51% | 9.95% |
| Max drawdown | -45.44% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.