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TALV vs PY

Transamerica Large Value Active ETF vs Principal Value ETF

TALV

Transamerica Large Value Active ETF

Annual cost

Fund size

PY

Principal Value ETF

Principal Funds

Annual cost

0.15%

Fund size

$212M

Side-by-side comparison

TALVPY
Annual cost (TER)0.15%
Fund size (AUM)$212M
Since2016
Dividend yield2.15%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+17.0%
CAGR 3YN/A+13.8%
CAGR 5YN/A+7.5%
Sharpe 3YN/A0.75
Volatility 1Y10.74%
Max drawdown-7.23%-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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