Screener
PY vs JIVE
Principal Value ETF vs Jpmorgan International Value ETF
Key differences
Both PY and JIVE are equity ETFs. PY charges 0.15% a year and JIVE 0.55%. The main difference: PY covers North America; JIVE covers global markets excluding the US.
- PY covers North America; JIVE covers global markets excluding the US.
- PY costs 0.40% less per year.
- JIVE is much larger than PY. Larger funds are usually more liquid and less likely to close.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | JIVE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.55% |
| Fund size (AUM) | $220M | $2.8B |
| Since | 2016 | 2023 |
| Dividend yield | 2.11% | 1.97% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.1% | +38.9% |
| CAGR 3Y | +13.9% | N/A |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.75 | N/A |
| Volatility 1Y | 10.53% | 14.78% |
| Max drawdown | -45.44% | -13.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.