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SURE vs PSET

AdvisorShares Insider Advantage ETF vs Principal Quality ETF

SURE

AdvisorShares Insider Advantage ETF

AdvisorShares

Annual cost

0.90%

Fund size

$52M

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

Key differences

  • PSET costs 0.75% less per year.
  • SURE follows a active selection strategy; PSET uses index tracking.
  • Over the last 3 years, SURE has delivered higher annualized returns.
  • SURE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SUREPSET
Annual cost (TER)0.90%0.15%
Fund size (AUM)$52M$33M
Since20112016
Dividend yield0.94%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.6%+9.4%
CAGR 3Y+17.8%+13.4%
CAGR 5Y+9.3%+9.2%
Sharpe 3Y0.920.63
Volatility 1Y12.96%12.80%
Max drawdown-35.68%-34.74%

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

Similar to SURE and PSET