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PGRO vs PSC

Putnam Focused Large Cap Growth ETF vs Principal U.S. Small-Cap ETF

PGRO

Putnam Focused Large Cap Growth ETF

Annual cost

0.49%

Fund size

$117M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

Key differences

Both PGRO and PSC are equity ETFs. PGRO charges 0.49% a year and PSC 0.38%. The main difference: PGRO follows a active selection strategy; PSC uses index tracking.

  • PGRO follows a active selection strategy; PSC uses index tracking.
  • PSC costs 0.11% less per year.
  • PSC is much larger than PGRO. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PGRO has delivered higher annualized returns.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGROPSC
Annual cost (TER)0.49%0.38%
Fund size (AUM)$117M$2.1B
Since20212016
Dividend yield0.02%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.0%+26.2%
CAGR 3Y+24.1%+19.4%
CAGR 5Y+13.4%+7.9%
Sharpe 3Y1.000.80
Volatility 1Y16.46%18.88%
Max drawdown-34.73%-46.75%

Similar to PGRO and PSC