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DFAS vs PSC

Dimensional U.S. Small Cap ETF vs Principal U.S. Small-Cap ETF

DFAS

Dimensional U.S. Small Cap ETF

Dimensional Fund Advisors

Annual cost

0.26%

Fund size

$14.0B

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • DFAS costs 0.12% less per year.
  • DFAS is significantly larger than PSC — larger funds tend to be more liquid and less likely to close.
  • DFAS follows a active selection strategy; PSC uses index tracking.
  • Over the last 3 years, PSC has delivered higher annualized returns.
  • DFAS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFASPSC
Annual cost (TER)0.26%0.38%
Fund size (AUM)$14.0B$2.0B
Since19982016
Dividend yield0.94%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.6%+28.6%
CAGR 3Y+15.9%+18.7%
CAGR 5YN/A+8.1%
Sharpe 3Y0.670.78
Volatility 1Y16.89%18.83%
Max drawdown-26.13%-46.75%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DFAS and PSC