PY vs. AVUS
Compare and contrast key facts about Principal Value ETF (PY) and Avantis U.S. Equity ETF (AVUS).
PY and AVUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PY is an actively managed fund by Principal. It was launched on Mar 21, 2016. AVUS is an actively managed fund by American Century. It was launched on Sep 24, 2019.
Performance
PY vs. AVUS - Performance Comparison
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PY vs. AVUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PY Principal Value ETF | -1.34% | 7.74% | 16.79% | 9.11% | -5.10% | 34.83% | 2.71% | 7.67% |
AVUS Avantis U.S. Equity ETF | -0.32% | 16.68% | 20.43% | 21.77% | -13.82% | 28.73% | 17.58% | 8.87% |
Returns By Period
In the year-to-date period, PY achieves a -1.34% return, which is significantly lower than AVUS's -0.32% return.
PY
- 1D
- 1.59%
- 1M
- -4.13%
- YTD
- -1.34%
- 6M
- -0.79%
- 1Y
- 7.25%
- 3Y*
- 11.03%
- 5Y*
- 7.67%
- 10Y*
- 10.38%
AVUS
- 1D
- 2.83%
- 1M
- -4.35%
- YTD
- -0.32%
- 6M
- 2.80%
- 1Y
- 21.65%
- 3Y*
- 17.69%
- 5Y*
- 11.12%
- 10Y*
- —
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PY vs. AVUS - Expense Ratio Comparison
Both PY and AVUS have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
PY vs. AVUS — Risk / Return Rank
PY
AVUS
PY vs. AVUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Value ETF (PY) and Avantis U.S. Equity ETF (AVUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PY | AVUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.16 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.72 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.26 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.72 | -1.07 |
Martin ratioReturn relative to average drawdown | 2.77 | 8.50 | -5.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PY | AVUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.16 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.65 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.69 | -0.18 |
Correlation
The correlation between PY and AVUS is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PY vs. AVUS - Dividend Comparison
PY's dividend yield for the trailing twelve months is around 2.17%, more than AVUS's 1.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PY Principal Value ETF | 2.17% | 2.14% | 2.22% | 2.68% | 3.02% | 2.83% | 2.95% | 2.25% | 2.34% | 1.68% | 1.85% |
AVUS Avantis U.S. Equity ETF | 1.04% | 1.08% | 1.27% | 1.41% | 1.59% | 1.08% | 1.19% | 0.35% | 0.00% | 0.00% | 0.00% |
Drawdowns
PY vs. AVUS - Drawdown Comparison
The maximum PY drawdown since its inception was -45.44%, which is greater than AVUS's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for PY and AVUS.
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Drawdown Indicators
| PY | AVUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.44% | -37.04% | -8.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.27% | -13.01% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -17.84% | -22.19% | +4.35% |
Max Drawdown (10Y)Largest decline over 10 years | -45.44% | — | — |
Current DrawdownCurrent decline from peak | -4.54% | -5.24% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -5.21% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.63% | +0.45% |
Volatility
PY vs. AVUS - Volatility Comparison
The current volatility for Principal Value ETF (PY) is 3.54%, while Avantis U.S. Equity ETF (AVUS) has a volatility of 5.36%. This indicates that PY experiences smaller price fluctuations and is considered to be less risky than AVUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PY | AVUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 5.36% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 7.99% | 9.72% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.19% | 18.80% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 17.33% | -1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 21.04% | -0.94% |