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REVS vs PY

Columbia Research Enhanced Value ETF vs Principal Value ETF

REVS

Columbia Research Enhanced Value ETF

Columbia Threadneedle

Annual cost

0.19%

Fund size

$284M

PY

Principal Value ETF

Principal Funds

Annual cost

0.15%

Fund size

$212M

Key differences

  • REVS follows a index tracking strategy; PY uses active selection.
  • Over the last 3 years, REVS has delivered higher annualized returns.

Side-by-side comparison

REVSPY
Annual cost (TER)0.19%0.15%
Fund size (AUM)$284M$212M
Since20192016
Dividend yield0.97%2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.3%+17.0%
CAGR 3Y+19.0%+13.8%
CAGR 5Y+11.2%+7.5%
Sharpe 3Y1.110.75
Volatility 1Y11.63%10.74%
Max drawdown-37.85%-45.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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