Screener
QVAL vs PSET
Alpha Architect U.S. Quantitative Value ETF vs Principal Quality ETF
Key differences
Both QVAL and PSET are equity ETFs. QVAL charges 0.28% a year and PSET 0.15%. The main difference: QVAL follows a systematic alpha strategy; PSET uses active selection.
- QVAL follows a systematic alpha strategy; PSET uses active selection.
- PSET costs 0.13% less per year.
- QVAL is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- Over the last three years, QVAL has delivered higher annualized returns.
Side-by-side comparison
| QVAL | PSET | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.15% |
| Fund size (AUM) | $530M | $29M |
| Since | 2014 | 2016 |
| Dividend yield | 1.46% | 0.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | systematic alpha | active selection |
| CAGR 1Y | +31.5% | +5.8% |
| CAGR 3Y | +20.7% | +12.8% |
| CAGR 5Y | +12.6% | +8.7% |
| Sharpe 3Y | 0.97 | 0.60 |
| Volatility 1Y | 14.57% | 12.96% |
| Max drawdown | -51.49% | -34.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.