Screener
PY vs VALQ
Principal Value ETF vs American Century U.S. Quality Value ETF
Key differences
- PY costs 0.14% less per year.
- PY follows a active selection strategy; VALQ uses index tracking.
- Over the last 3 years, VALQ has delivered higher annualized returns.
Side-by-side comparison
| PY | VALQ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.29% |
| Fund size (AUM) | $212M | $306M |
| Since | 2016 | 2018 |
| Dividend yield | 2.15% | 1.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +16.3% |
| CAGR 3Y | +13.8% | +15.4% |
| CAGR 5Y | +7.5% | +8.7% |
| Sharpe 3Y | 0.75 | 0.92 |
| Volatility 1Y | 10.74% | 11.27% |
| Max drawdown | -45.44% | -38.19% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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