Compare · 2 funds side by side · dividends reinvested

PY and VONV

PYPrincipal×VONVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,976VONV · best of the two

02 / 04

PY and VONV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.49%+27.6%+32.2%+24.6%+12.4%−6.8%11.3%$21.7B1.4

Principal Value ETFUS Stock Styles · Value0.15%1.64%+15.3%+18.0%+19.2%+9.5%−6.2%10.4%$245M1.6

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 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $245M$15,712

VONV

Vanguard Russell 1000 Value ETF · $21.7B$17,976

$10,000 five years ago, dividends reinvested · they hold 35.2% in common

PYMeasureVONV

+15.3%Year to dateJan 1 → Nov 4+27.6%

+18.0%1 yearTotal return+32.2%

+19.2%3 years · per year$10,000 became $16,934 · $19,351+24.6%

+9.5%5 years · per year$10,000 became $15,712 · $17,976+12.4%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.64%Trailing 12-mo yield$164 · $149 a year on $10k1.49%

−6.2%Worst dropSmaller is better−6.8%

10.4%VolatilityLower is calmer11.3%

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

3–5VONV 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 VONV: Top 5 Holdings

Today

18.0%in top 5

VONV

in top 522.3%

PYStockVONV

8.8%AAPL6.1%

3.2%AMZN6.1%

not top 5MSFT5.2%

not top 5BRK-B2.5%

not top 5JPM2.4%

2.1%PGnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

Held in common35.2%

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

PY vs VONV Returns, Every Period

PrincipalPY

+9.5%

5 years, per year

VONVVanguard

+12.4%

5 years, per year

PYVONVFaded: behind in that period

0–4VONV wins

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

PY vs VONV

YTD

PrincipalPY

+15.3%

VONVVanguard

+27.6%

+15.3%Year to date+27.6%

−6.2%Worst drop · 1Y−6.8%

10.4%Volatility · 1Y11.3%

1.6%Yield1.5%

$245MAssets$21.7B

3–1PY wins

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

Cost, Income and Risk

Fees: PY, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

PY0.15%$15

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

Yields: PY, VONV

1.64%highest, PY

FundTrailing yieldYield$10k

PY1.64%$164

VONV1.49%$149

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

Income After Fees on $10,000

$149most kept, PY

PY$164 − $15 = $149

VONV$149 − $6 = $143

KeptFee

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

Overlap: PY, VONV

Today

35.2%most shared, PY and VONV

PYVONV

PY—35.2%

VONV35.2%—

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

Return vs Bumpiness: 2 ETFs

+32.2%VONV, at 11.3% volatility

PYWorst drop−6.2%10.4% vol

VONVWorst drop−6.8%11.3% vol

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

Paid More vs Made More

YTD

PYVONV

+15.3%Year to date+27.6%

1.6%Yield1.5%

+18.0%Past year+32.2%

0.15%Fee0.06%

3–1VONV 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