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ROE vs PSET
Astoria US Equal Weight Quality Kings ETF vs Principal Quality ETF
Key differences
- PSET costs 0.34% less per year.
- ROE is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
- ROE follows a active selection strategy; PSET uses index tracking.
- PSET has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ROE | PSET | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.15% |
| Fund size (AUM) | $239M | $33M |
| Since | 2023 | 2016 |
| Dividend yield | 1.01% | 0.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +37.5% | +9.4% |
| CAGR 3Y | N/A | +13.4% |
| CAGR 5Y | N/A | +9.2% |
| Sharpe 3Y | N/A | 0.63 |
| Volatility 1Y | 14.02% | 12.80% |
| Max drawdown | -19.10% | -34.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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