Screener
SVAL vs PY
iShares US Small Cap Value Factor ETF vs Principal Value ETF
Key differences
Both SVAL and PY are equity ETFs. SVAL charges 0.20% a year and PY 0.15%. The main difference: SVAL follows a index tracking strategy; PY uses active selection.
- SVAL follows a index tracking strategy; PY uses active selection.
- PY costs 0.05% less per year.
- Over the last three years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| SVAL | PY | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $187M | $220M |
| Since | 2020 | 2016 |
| Dividend yield | 2.26% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +36.6% | +14.9% |
| CAGR 3Y | +20.0% | +14.2% |
| CAGR 5Y | +6.7% | +7.4% |
| Sharpe 3Y | 0.78 | 0.77 |
| Volatility 1Y | 17.89% | 10.54% |
| Max drawdown | -27.44% | -45.44% |
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