Screener
VFVA vs PY
Vanguard U.S. Value Factor ETF Shares vs Principal Value ETF
Key differences
Both VFVA and PY are equity ETFs. VFVA charges 0.13% a year and PY 0.15%. The main difference: VFVA is much larger than PY. Larger funds are usually more liquid and less likely to close.
- VFVA is much larger than PY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VFVA has delivered higher annualized returns.
Side-by-side comparison
| VFVA | PY | |
|---|---|---|
| Annual cost (TER) | 0.13% | 0.15% |
| Fund size (AUM) | $826M | $220M |
| Since | 2018 | 2016 |
| Dividend yield | 1.93% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.5% | +13.1% |
| CAGR 3Y | +18.0% | +12.9% |
| CAGR 5Y | +9.9% | +7.1% |
| Sharpe 3Y | 0.80 | 0.69 |
| Volatility 1Y | 15.27% | 10.49% |
| Max drawdown | -48.57% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.