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DFSV vs PSC
Dimensional US Small Cap Value ETF vs Principal U.S. Small-Cap ETF
Key differences
- DFSV costs 0.08% less per year.
- DFSV is significantly larger than PSC — larger funds tend to be more liquid and less likely to close.
- DFSV follows a active selection strategy; PSC uses index tracking.
- PSC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFSV | PSC | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.38% |
| Fund size (AUM) | $7.5B | $2.0B |
| Since | 2022 | 2016 |
| Dividend yield | 1.43% | 0.61% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +35.8% | +28.6% |
| CAGR 3Y | +17.8% | +18.7% |
| CAGR 5Y | N/A | +8.1% |
| Sharpe 3Y | 0.71 | 0.78 |
| Volatility 1Y | 17.83% | 18.83% |
| Max drawdown | -28.02% | -46.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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