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PY vs IWX
Principal Value ETF vs iShares Russell Top 200 Value ETF
Key differences
- PY costs 0.05% less per year.
- IWX is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- PY follows a active selection strategy; IWX uses index tracking.
- Over the last 3 years, IWX has delivered higher annualized returns.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | IWX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $212M | $3.4B |
| Since | 2016 | 2009 |
| Dividend yield | 2.15% | 1.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +29.4% |
| CAGR 3Y | +13.8% | +18.9% |
| CAGR 5Y | +7.5% | +11.1% |
| Sharpe 3Y | 0.75 | 1.20 |
| Volatility 1Y | 10.74% | 10.11% |
| Max drawdown | -45.44% | -35.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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