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BENJ vs PY

Comparison between HORIZON LANDMARK ETF (BENJ, ETF) and PRINCIPAL VALUE ETF (PY, ETF).

BENJ vs PY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BENJ
$212M
Winner
PY
$212M
Expense Ratio
BENJ
0.40%
Winner
PY
0.15%
Max Drawdown
Winner
BENJ
0.39%
PY
45.51%
Sharpe Ratio
BENJ
0.18
Winner
PY
1.03
5Y Beta
Winner
BENJ
0.00
PY
0.77
P/E Ratio
BENJ
N/A
PY
20.28
Forward P/E
BENJ
N/A
PY
15.71
PEG Ratio
BENJ
N/A
PY
0.52
5Y Dividends CAGR
BENJ
N/A
PY
2.26%
5Y EPS CAGR
BENJ
N/A
PY
13.77%
Debt to Equity
BENJ
N/A
PY
55.69%
P/S Ratio
BENJ
N/A
PY
1.77
P/B Ratio
BENJ
N/A
PY
3.33

BENJ vs PY - Holdings Comparison

BENJ and PY have 0 common holdings. Overlap is 0.00%

BENJ's top 25 holdings weight is 0.34%. PY's top 25 holdings weight is 46.35%.

RankBENJPY
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.34%
APPLE INC (AAPL) - 8.60%
#2N/A
AMAZON.COM INC (AMZN) - 3.48%
#3N/A
WALMART INC (WMT) - 2.47%
#4N/A
BANK OF AMERICA CORP (BAC) - 1.98%
#5N/A
PROCTER & GAMBLE CO (PG) - 1.90%
#6N/A
UNITEDHEALTH GROUP INC (UNH) - 1.89%
#7N/A
MERCK & CO INC (MRK) - 1.83%
#8N/A
INTEL CORP (INTC) - 1.68%
#9N/A
THE HOME DEPOT INC (HD) - 1.61%
#10N/A
JOHNSON & JOHNSON (JNJ) - 1.54%
#11N/A
CISCO SYSTEMS INC (CSCO) - 1.50%
#12N/A
VERIZON COMMUNICATIONS INC (VZ) - 1.48%
#13N/A
EXXON MOBIL CORP (XOM) - 1.47%
#14N/A
PEPSICO INC (PEP) - 1.42%
#15N/A
COCA-COLA CO (KO) - 1.37%
#16N/A
SALESFORCE INC (CRM) - 1.35%
#17N/A
QUALCOMM INC (QCOM) - 1.29%
#18N/A
CHARLES SCHWAB CORP (SCHW) - 1.25%
#19N/A
n/a (DELL) - 1.25%
#20N/A
MASTERCARD INC CLASS A (MA) - 1.20%
#21N/A
BRISTOL-MYERS SQUIBB CO (BMY) - 1.17%
#22N/A
CHUBB LTD (CB) - 1.16%
#23N/A
ALTRIA GROUP INC (MO) - 1.16%
#24N/A
ACCENTURE PLC CLASS A (ACN) - 1.16%
#25N/A
CAPITAL ONE FINANCIAL CORP (COF) - 1.14%
Total Holdings199

BENJ vs PY - Historical Returns

Returns include dividend reinvestment.

1M
BENJ
+0.32%
Winner
PY
+1.15%
3M
BENJ
+0.92%
Winner
PY
+2.72%
6M
BENJ
+1.82%
Winner
PY
+4.52%
1Y
BENJ
+3.81%
Winner
PY
+15.44%
5Y(CAGR)
BENJ
N/A
PY
+7.35%
10Y(CAGR)
BENJ
N/A
PY
+10.66%
Max(CAGR)
BENJ
+3.87%
Winner
PY
+10.65%

BENJ vs PY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearBENJPY
2026+1.46%+4.13%
2025+3.75%+8.05%
2024N/A+16.72%
2023N/A+9.40%
2022N/A-5.17%
2021N/A+34.81%
2020N/A+2.72%
2019N/A+25.50%
2018N/A-12.94%
2017N/A+19.10%
2016N/A+14.28%

BENJ vs PY Drawdown Comparison

The maximum drawdown for BENJ was -0.39%, occurring on Aug 1, 2025. Recovery took 28 trading sessions.

The maximum drawdown for PY was -45.44%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The current PY drawdown is -0.84%.

RankBENJPY
#1-0.39%
Jul 31, 2025 - Sep 10, 2025		-45.44%
Jan 17, 2020 - Dec 4, 2020
#2-0.06%
Mar 31, 2026 - Apr 8, 2026		-20.71%
Jan 26, 2018 - Nov 5, 2019
#3-0.05%
Feb 11, 2025 - Feb 14, 2025		-17.83%
Nov 29, 2024 - Aug 22, 2025
#4-0.05%
Jan 14, 2026 - Jan 22, 2026		-17.72%
Jan 14, 2022 - Dec 14, 2023
#5-0.04%
May 1, 2026 - May 8, 2026		-6.92%
May 10, 2021 - Aug 27, 2021
#6-0.04%
Apr 7, 2025 - Apr 9, 2025		-6.46%
Nov 12, 2021 - Dec 27, 2021
#7-0.03%
Mar 14, 2025 - Mar 18, 2025		-6.20%
Feb 6, 2026 - Apr 30, 2026
#8-0.03%
Feb 5, 2025 - Feb 7, 2025		-6.10%
Jul 16, 2024 - Aug 23, 2024
#9-0.03%
Feb 28, 2025 - Mar 5, 2025		-5.67%
Mar 28, 2024 - Jul 11, 2024
#10-0.03%
Apr 1, 2025 - Apr 7, 2025		-5.34%
Sep 2, 2021 - Oct 15, 2021
#11-0.03%
Jul 21, 2025 - Jul 25, 2025		-4.61%
Mar 1, 2017 - Jul 3, 2017
#12-0.03%
Feb 10, 2026 - Feb 12, 2026		-4.47%
Oct 27, 2025 - Dec 10, 2025
#13-0.03%
Mar 20, 2026 - Mar 27, 2026		-4.46%
Feb 24, 2021 - Mar 8, 2021
#14-0.02%
Apr 29, 2026 - May 1, 2026		-4.32%
Aug 23, 2016 - Nov 10, 2016
#15-0.02%
Mar 21, 2025 - Mar 26, 2025		-4.26%
Apr 19, 2016 - Jun 6, 2016

Correlation

Correlation between BENJ and PY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

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