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PSC vs DFIS

Principal U.S. Small-Cap ETF vs Dimensional International Small Cap ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

DFIS

Dimensional International Small Cap ETF

Dimensional Fund Advisors

Annual cost

0.39%

Fund size

$5.6B

Key differences

  • PSC follows a index tracking strategy; DFIS uses active selection.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCDFIS
Annual cost (TER)0.38%0.39%
Fund size (AUM)$2.0B$5.6B
Since20162022
Dividend yield0.61%2.06%
Asset classequityequity
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+28.6%+31.3%
CAGR 3Y+18.7%+18.9%
CAGR 5Y+8.1%N/A
Sharpe 3Y0.780.98
Volatility 1Y18.83%14.54%
Max drawdown-46.75%-27.23%

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

Similar to PSC and DFIS