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PFDE vs PSC

Pathfinder Disciplined US Equity ETF vs Principal U.S. Small-Cap ETF

PFDE

Pathfinder Disciplined US Equity ETF

Annual cost

0.59%

Fund size

$117M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • PSC costs 0.21% less per year.
  • PSC is significantly larger than PFDE — larger funds tend to be more liquid and less likely to close.
  • PFDE 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

PFDEPSC
Annual cost (TER)0.59%0.38%
Fund size (AUM)$117M$2.0B
Since20252016
Dividend yield0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.6%
CAGR 3YN/A+19.5%
CAGR 5YN/A+8.9%
Sharpe 3YN/A0.81
Volatility 1Y18.93%
Max drawdown-10.37%-46.75%

Similar to PFDE and PSC