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FSCS vs PSET

First Trust SMID Capital Strength ETF vs Principal Quality ETF

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

PSET

Principal Quality ETF

Annual cost

0.15%

Fund size

$29M

Key differences

Both FSCS and PSET are equity ETFs. FSCS charges 0.60% a year and PSET 0.15%. The main difference: FSCS follows a index tracking strategy; PSET uses active selection.

  • FSCS follows a index tracking strategy; PSET uses active selection.
  • PSET costs 0.45% less per year.
  • Over the last three years, PSET has delivered higher annualized returns.

Side-by-side comparison

FSCSPSET
Annual cost (TER)0.60%0.15%
Fund size (AUM)$56M$29M
Since20172016
Dividend yield0.91%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+0.7%+4.1%
CAGR 3Y+10.7%+12.2%
CAGR 5Y+5.3%+8.5%
Sharpe 3Y0.500.56
Volatility 1Y12.79%12.90%
Max drawdown-43.57%-34.74%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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