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TMAT vs PY

Main Thematic Innovation ETF vs Principal Value ETF

TMAT

Main Thematic Innovation ETF

Main Management ETFs

Annual cost

0.82%

Fund size

$211M

PY

Principal Value ETF

Principal Funds

Annual cost

0.15%

Fund size

$212M

Key differences

  • PY costs 0.67% less per year.
  • TMAT is classified as alternative, while PY is equity — different risk/return profiles.
  • TMAT follows a option income strategy; PY uses active selection.
  • Over the last 3 years, TMAT has delivered higher annualized returns.
  • PY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMATPY
Annual cost (TER)0.82%0.15%
Fund size (AUM)$211M$212M
Since20212016
Dividend yield0.02%2.15%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+41.0%+17.0%
CAGR 3Y+27.6%+13.8%
CAGR 5Y+5.6%+7.5%
Sharpe 3Y0.890.75
Volatility 1Y23.91%10.74%
Max drawdown-58.55%-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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