Screener
SSPY vs PY
Stratified LargeCap Index ETF vs Principal Value ETF
Key differences
- PY costs 0.30% less per year.
- SSPY follows a index tracking strategy; PY uses active selection.
- Over the last 3 years, SSPY has delivered higher annualized returns.
Side-by-side comparison
| SSPY | PY | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.15% |
| Fund size (AUM) | $122M | $212M |
| Since | 2019 | 2016 |
| Dividend yield | 1.29% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.2% | +17.0% |
| CAGR 3Y | +15.1% | +13.8% |
| CAGR 5Y | +9.1% | +7.5% |
| Sharpe 3Y | 0.85 | 0.75 |
| Volatility 1Y | 10.79% | 10.74% |
| Max drawdown | -36.67% | -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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