Screener
SCHV vs PY
Schwab U.S. Large-Cap Value ETF vs Principal Value ETF
Key differences
- SCHV costs 0.11% less per year.
- SCHV is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- SCHV follows a index tracking strategy; PY uses active selection.
- Over the last 3 years, SCHV has delivered higher annualized returns.
- SCHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHV | PY | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.15% |
| Fund size (AUM) | $15.2B | $212M |
| Since | 2009 | 2016 |
| Dividend yield | 1.85% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.0% | +17.0% |
| CAGR 3Y | +18.2% | +13.8% |
| CAGR 5Y | +10.2% | +7.5% |
| Sharpe 3Y | 1.10 | 0.75 |
| Volatility 1Y | 10.69% | 10.74% |
| Max drawdown | -37.08% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SCHV and PY
Explore further