Screener
PY vs JPSV
Principal Value ETF vs Jpmorgan Active Small Cap Value ETF
Key differences
Both PY and JPSV are equity ETFs. PY charges 0.15% a year and JPSV 0.74%. The main difference: PY costs 0.59% less per year.
- PY costs 0.59% less per year.
- PY is much larger than JPSV. 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 | JPSV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.74% |
| Fund size (AUM) | $220M | $25M |
| Since | 2016 | 2023 |
| Dividend yield | 2.11% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.1% | +18.9% |
| CAGR 3Y | +13.9% | +13.3% |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.75 | 0.59 |
| Volatility 1Y | 10.53% | 15.59% |
| Max drawdown | -45.44% | -22.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.