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PY vs REVS

Principal Value ETF vs Columbia Research Enhanced Value ETF

PY

Principal Value ETF

Principal Funds

Annual cost

0.15%

Fund size

$212M

REVS

Columbia Research Enhanced Value ETF

Columbia Threadneedle

Annual cost

0.19%

Fund size

$284M

Key differences

  • PY follows a active selection strategy; REVS uses index tracking.
  • Over the last 3 years, REVS has delivered higher annualized returns.

Side-by-side comparison

PYREVS
Annual cost (TER)0.15%0.19%
Fund size (AUM)$212M$284M
Since20162019
Dividend yield2.15%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.5%+28.9%
CAGR 3Y+13.5%+19.1%
CAGR 5Y+7.8%+11.7%
Sharpe 3Y0.731.11
Volatility 1Y10.72%11.62%
Max drawdown-45.44%-37.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PY and REVS