Screener
PY vs LRGC
Principal Value ETF vs AB US Large Cap Strategic Equities ETF
Key differences
Both PY and LRGC are equity ETFs. PY charges 0.15% a year and LRGC 0.39%. The main difference: PY costs 0.24% less per year.
- PY costs 0.24% less per year.
- LRGC 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 | LRGC | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.39% |
| Fund size (AUM) | $220M | $1.3B |
| Since | 2016 | 2023 |
| Dividend yield | 2.11% | 0.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.1% | +21.7% |
| CAGR 3Y | +13.9% | N/A |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.75 | N/A |
| Volatility 1Y | 10.53% | 12.15% |
| Max drawdown | -45.44% | -19.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.