Compare · 2 funds side by side · dividends reinvested

PY and IUSV

PYPrincipal×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

PY and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.3

Principal Value ETFUS Stock Styles · Value0.15%1.64%+15.3%+18.0%+19.2%+9.5%−6.2%10.4%$245M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PY 2016 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $245M$15,712

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 44.9% in common

PYMeasureIUSV

+15.3%Year to dateJan 1 → Nov 4+16.1%

+18.0%1 yearTotal return+18.7%

+19.2%3 years · per year$10,000 became $16,934 · $17,194+19.8%

+9.5%5 years · per year$10,000 became $15,712 · $17,624+12.0%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

1.64%Trailing 12-mo yield$164 · $160 a year on $10k1.60%

−6.2%Worst dropSmaller is better−6.4%

10.4%VolatilityLower is calmer9.8%

PYIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PY vs IUSV: Top 5 Holdings

Today

18.0%in top 5

IUSV

in top 516.6%

PYStockIUSV

8.8%AAPL7.5%

3.2%AMZN3.6%

not top 5XOM2.3%

2.1%PGnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

not top 5WMT1.7%

not top 5COST1.4%

Held in common44.9%

End-of-day Nov 4, 2026 · share of each fund

PY vs IUSV Returns, Every Period

PrincipalPY

+9.5%

5 years, per year

IUSViShares

+12.0%

5 years, per year

PYIUSVFaded: behind in that period

0–4IUSV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PY vs IUSV

YTD

PrincipalPY

+15.3%

IUSViShares

+16.1%

+15.3%Year to date+16.1%

−6.2%Worst drop · 1Y−6.4%

10.4%Volatility · 1Y9.8%

1.6%Yield1.6%

$245MAssets$28.4B

2–1IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PY, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

PY0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PY, IUSV

1.64%highest, PY

FundTrailing yieldYield$10k

PY1.64%$164

IUSV1.60%$160

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

PY$164 − $15 = $149

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PY, IUSV

Today

44.9%most shared, PY and IUSV

PYIUSV

PY—44.9%

IUSV44.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% vol

PYWorst drop−6.2%10.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PYIUSV

+15.3%Year to date+16.1%

1.6%Yield1.6%

+18.0%Past year+18.7%

0.15%Fee0.04%

3–0IUSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026