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PY vs BENJ

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

PY vs BENJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PY vs BENJ - Holdings Comparison

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

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

RankPYBENJ
#1
APPLE INC (AAPL) - 8.60%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.34%
#2
AMAZON.COM INC (AMZN) - 3.48%
N/A
#3
WALMART INC (WMT) - 2.47%
N/A
#4
BANK OF AMERICA CORP (BAC) - 1.98%
N/A
#5
PROCTER & GAMBLE CO (PG) - 1.90%
N/A
#6
UNITEDHEALTH GROUP INC (UNH) - 1.89%
N/A
#7
MERCK & CO INC (MRK) - 1.83%
N/A
#8
INTEL CORP (INTC) - 1.68%
N/A
#9
THE HOME DEPOT INC (HD) - 1.61%
N/A
#10
JOHNSON & JOHNSON (JNJ) - 1.54%
N/A
#11
CISCO SYSTEMS INC (CSCO) - 1.50%
N/A
#12
VERIZON COMMUNICATIONS INC (VZ) - 1.48%
N/A
#13
EXXON MOBIL CORP (XOM) - 1.47%
N/A
#14
PEPSICO INC (PEP) - 1.42%
N/A
#15
COCA-COLA CO (KO) - 1.37%
N/A
#16
SALESFORCE INC (CRM) - 1.35%
N/A
#17
QUALCOMM INC (QCOM) - 1.29%
N/A
#18
CHARLES SCHWAB CORP (SCHW) - 1.25%
N/A
#19
n/a (DELL) - 1.25%
N/A
#20
MASTERCARD INC CLASS A (MA) - 1.20%
N/A
#21
BRISTOL-MYERS SQUIBB CO (BMY) - 1.17%
N/A
#22
CHUBB LTD (CB) - 1.16%
N/A
#23
ALTRIA GROUP INC (MO) - 1.16%
N/A
#24
ACCENTURE PLC CLASS A (ACN) - 1.16%
N/A
#25
CAPITAL ONE FINANCIAL CORP (COF) - 1.14%
N/A
Total Holdings991

PY vs BENJ - Historical Returns

Returns include dividend reinvestment.

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

PY vs BENJ - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

PY vs BENJ Drawdown Comparison

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

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

The current PY drawdown is -0.84%.

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

Correlation

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

0.85
-101

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