Screener
PY vs QVAL
Principal Value ETF vs Alpha Architect U.S. Quantitative Value ETF
Key differences
Both PY and QVAL are equity ETFs. PY charges 0.15% a year and QVAL 0.28%. The main difference: PY follows a active selection strategy; QVAL uses systematic alpha.
- PY follows a active selection strategy; QVAL uses systematic alpha.
- PY costs 0.13% less per year.
- Over the last three years, QVAL has delivered higher annualized returns.
Side-by-side comparison
| PY | QVAL | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.28% |
| Fund size (AUM) | $220M | $530M |
| Since | 2016 | 2014 |
| Dividend yield | 2.11% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | systematic alpha |
| CAGR 1Y | +14.5% | +31.5% |
| CAGR 3Y | +12.9% | +20.7% |
| CAGR 5Y | +7.4% | +12.6% |
| Sharpe 3Y | 0.69 | 0.97 |
| Volatility 1Y | 10.51% | 14.57% |
| Max drawdown | -45.44% | -51.49% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.