Screener
PY vs VIOV
Principal Value ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
Key differences
- VIOV is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- PY follows a active selection strategy; VIOV uses index tracking.
- Over the last 3 years, VIOV has delivered higher annualized returns.
- VIOV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | VIOV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.10% |
| Fund size (AUM) | $212M | $1.8B |
| Since | 2016 | 2010 |
| Dividend yield | 2.15% | 1.61% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +38.7% |
| CAGR 3Y | +13.8% | +15.0% |
| CAGR 5Y | +7.5% | +5.9% |
| Sharpe 3Y | 0.75 | 0.60 |
| Volatility 1Y | 10.74% | 18.61% |
| Max drawdown | -45.44% | -47.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PY and VIOV
Explore further