Screener
PY vs TMFE
Principal Value ETF vs Motley Fool Capital Efficiency 100 Index ETF
Key differences
- PY costs 0.35% less per year.
- PY follows a active selection strategy; TMFE uses index tracking.
- Over the last 3 years, TMFE has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | TMFE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.50% |
| Fund size (AUM) | $212M | $84M |
| Since | 2016 | 2021 |
| Dividend yield | 2.15% | 0.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +10.2% |
| CAGR 3Y | +13.8% | +21.1% |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.75 | 1.07 |
| Volatility 1Y | 10.74% | 12.24% |
| Max drawdown | -45.44% | -31.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PY and TMFE
Explore further