Screener
PY vs VOTE
Principal Value ETF vs TCW Transform 500 ETF
Key differences
Both PY and VOTE are equity ETFs. PY charges 0.15% a year and VOTE 0.05%. The main difference: PY follows a active selection strategy; VOTE uses index tracking.
- PY follows a active selection strategy; VOTE uses index tracking.
- VOTE costs 0.10% less per year.
- VOTE is much larger than PY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOTE has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PY | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.05% |
| Fund size (AUM) | $220M | $1.1B |
| Since | 2016 | 2021 |
| Dividend yield | 2.11% | 0.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.1% | +26.1% |
| CAGR 3Y | +13.9% | +22.6% |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.75 | 1.19 |
| Volatility 1Y | 10.53% | 12.40% |
| Max drawdown | -45.44% | -25.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.