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PSC vs EES

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

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.0B

EES

WisdomTree U.S. SmallCap Fund

Annual cost

0.38%

Fund size

$690M

Key differences

  • Over the last 3 years, PSC has delivered higher annualized returns.
  • EES has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCEES
Annual cost (TER)0.38%0.38%
Fund size (AUM)$2.0B$690M
Since20162007
Dividend yield0.61%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.6%+34.6%
CAGR 3Y+19.5%+16.9%
CAGR 5Y+8.9%+7.2%
Sharpe 3Y0.810.68
Volatility 1Y18.93%17.57%
Max drawdown-46.75%-50.52%

Similar to PSC and EES