Screener
OSCV vs PSC
Opus Small Cap Value Plus ETF vs Principal U.S. Small-Cap ETF
Key differences
- PSC costs 0.41% less per year.
- OSCV follows a active selection strategy; PSC uses index tracking.
- Over the last 3 years, PSC has delivered higher annualized returns.
Side-by-side comparison
| OSCV | PSC | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.38% |
| Fund size (AUM) | $682M | $2.0B |
| Since | 2018 | 2016 |
| Dividend yield | 1.08% | 0.61% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.9% | +31.6% |
| CAGR 3Y | +11.7% | +19.5% |
| CAGR 5Y | +6.0% | +8.9% |
| Sharpe 3Y | 0.55 | 0.81 |
| Volatility 1Y | 13.49% | 18.93% |
| Max drawdown | -42.40% | -46.75% |
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