Screener
VOTE vs PY
TCW Transform 500 ETF vs Principal Value ETF
Key differences
Both VOTE and PY are equity ETFs. VOTE charges 0.05% a year and PY 0.15%. The main difference: VOTE follows a index tracking strategy; PY uses active selection.
- VOTE follows a index tracking strategy; PY uses active selection.
- VOTE costs 0.10% less per year.
- VOTE is much larger than PY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOTE has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VOTE | PY | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.15% |
| Fund size (AUM) | $1.1B | $220M |
| Since | 2021 | 2016 |
| Dividend yield | 0.89% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.1% | +15.1% |
| CAGR 3Y | +22.6% | +13.9% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 1.19 | 0.75 |
| Volatility 1Y | 12.40% | 10.53% |
| Max drawdown | -25.70% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.