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PSC vs DGRS

Principal U.S. Small-Cap ETF vs WisdomTree U.S. SmallCap Quality Dividend Growth Fund

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.0B

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

Annual cost

0.38%

Fund size

$386M

Key differences

  • PSC is significantly larger than DGRS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PSC has delivered higher annualized returns.

Side-by-side comparison

PSCDGRS
Annual cost (TER)0.38%0.38%
Fund size (AUM)$2.0B$386M
Since20162013
Dividend yield0.61%2.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.6%+29.2%
CAGR 3Y+19.5%+14.9%
CAGR 5Y+8.9%+6.5%
Sharpe 3Y0.810.62
Volatility 1Y18.93%18.23%
Max drawdown-46.75%-44.83%

Similar to PSC and DGRS