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TMFC vs PY
Motley Fool 100 Index ETF vs Principal Value ETF
Key differences
Both TMFC and PY are equity ETFs. TMFC charges 0.50% a year and PY 0.15%. The main difference: TMFC follows a index tracking strategy; PY uses active selection.
- TMFC follows a index tracking strategy; PY uses active selection.
- PY costs 0.35% less per year.
- TMFC is much larger than PY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TMFC has delivered higher annualized returns.
Side-by-side comparison
| TMFC | PY | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.15% |
| Fund size (AUM) | $2.1B | $220M |
| Since | 2018 | 2016 |
| Dividend yield | 0.13% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.0% | +14.9% |
| CAGR 3Y | +25.9% | +14.2% |
| CAGR 5Y | +15.3% | +7.4% |
| Sharpe 3Y | 1.20 | 0.77 |
| Volatility 1Y | 13.85% | 10.54% |
| Max drawdown | -33.06% | -45.44% |
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