Screener
DIVY vs PSC
Sound Equity Income ETF vs Principal U.S. Small-Cap ETF
Key differences
Both DIVY and PSC are equity ETFs. DIVY charges 0.45% a year and PSC 0.38%. The main difference: DIVY follows a active selection strategy; PSC uses index tracking.
- DIVY follows a active selection strategy; PSC uses index tracking.
- PSC costs 0.07% less per year.
- PSC is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PSC has delivered higher annualized returns.
Side-by-side comparison
| DIVY | PSC | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.38% |
| Fund size (AUM) | $28M | $2.1B |
| Since | 2020 | 2016 |
| Dividend yield | 3.10% | 0.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.5% | +24.3% |
| CAGR 3Y | +9.7% | +18.5% |
| CAGR 5Y | +6.1% | +7.9% |
| Sharpe 3Y | 0.46 | 0.77 |
| Volatility 1Y | 13.03% | 18.85% |
| Max drawdown | -18.23% | -46.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.