Screener
ISCV vs PSC
iShares Morningstar Small-Cap Value ETF vs Principal U.S. Small-Cap ETF
Key differences
Both ISCV and PSC are equity ETFs. ISCV charges 0.06% a year and PSC 0.38%. The main difference: ISCV costs 0.32% less per year.
- ISCV costs 0.32% less per year.
- PSC is much larger than ISCV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PSC has delivered higher annualized returns.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISCV | PSC | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.38% |
| Fund size (AUM) | $659M | $2.1B |
| Since | 2004 | 2016 |
| Dividend yield | 1.88% | 0.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.2% | +26.2% |
| CAGR 3Y | +17.3% | +19.4% |
| CAGR 5Y | +6.7% | +7.9% |
| Sharpe 3Y | 0.73 | 0.80 |
| Volatility 1Y | 16.30% | 18.88% |
| Max drawdown | -51.56% | -46.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.