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PY vs NUMV
Principal Value ETF vs Nuveen ESG Mid-Cap Value ETF
Key differences
- PY costs 0.16% less per year.
- PY follows a active selection strategy; NUMV uses index tracking.
- Over the last 3 years, NUMV has delivered higher annualized returns.
Side-by-side comparison
| PY | NUMV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.31% |
| Fund size (AUM) | $212M | $431M |
| Since | 2016 | 2016 |
| Dividend yield | 2.15% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +23.4% |
| CAGR 3Y | +13.8% | +16.6% |
| CAGR 5Y | +7.5% | +6.2% |
| Sharpe 3Y | 0.75 | 0.87 |
| Volatility 1Y | 10.74% | 12.62% |
| Max drawdown | -45.44% | -43.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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