PY Fund Comparisons

PY is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VLU, ILCV, FNDX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
PY
Name
Principal Value ETF
Type
1940 Act ETF
Originator
Principal
Asset class
equity
Net expense ratio
0.15%
AUM
$220.4M

Comparable Funds

FundQuant reviewed 1,057 active searchable funds, 334 ETFs, 720 mutual funds and returned 3 comparable funds for PY.

  1. VLU - SPDR S&P 1500 Value Tilt ETF (1940 Act ETF; SPDR / State Street; equity; Strong Fit; fit score 83)
  2. ILCV - iShares Morningstar Value ETF (1940 Act ETF; BlackRock / iShares; equity; Strong Fit; fit score 80)
  3. FNDX - Schwab Fundamental U.S. Large Company ETF (1940 Act ETF; Schwab; equity; Strong Fit; fit score 82)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/PY/comps