Screener
ADPV vs PSC
Adaptiv Select ETF vs Principal U.S. Small-Cap ETF
Key differences
Both ADPV and PSC are equity ETFs. ADPV charges 1.00% a year and PSC 0.38%. The main difference: ADPV follows a active selection strategy; PSC uses index tracking.
- ADPV follows a active selection strategy; PSC uses index tracking.
- PSC costs 0.62% less per year.
- PSC is much larger than ADPV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ADPV has delivered higher annualized returns.
- PSC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ADPV | PSC | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.38% |
| Fund size (AUM) | $183M | $2.1B |
| Since | 2022 | 2016 |
| Dividend yield | 0.64% | 0.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +34.2% | +24.3% |
| CAGR 3Y | +26.1% | +18.5% |
| CAGR 5Y | N/A | +7.9% |
| Sharpe 3Y | 1.00 | 0.77 |
| Volatility 1Y | 24.53% | 18.85% |
| Max drawdown | -22.30% | -46.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.