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PSC vs CGMM

Principal U.S. Small-Cap ETF vs Capital Group U.S. Small and Mid Cap ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • PSC costs 0.13% less per year.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCCGMM
Annual cost (TER)0.38%0.51%
Fund size (AUM)$2.0B$2.5B
Since20162025
Dividend yield0.61%0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+25.1%
CAGR 3Y+18.7%N/A
CAGR 5Y+8.1%N/A
Sharpe 3Y0.78N/A
Volatility 1Y18.83%15.95%
Max drawdown-46.75%-21.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PSC and CGMM