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PSC vs FNDA

Principal U.S. Small-Cap ETF vs Schwab Fundamental U.S. Small Company ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

FNDA

Schwab Fundamental U.S. Small Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$10.2B

Key differences

  • FNDA costs 0.13% less per year.
  • FNDA is significantly larger than PSC — 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

PSCFNDA
Annual cost (TER)0.38%0.25%
Fund size (AUM)$2.0B$10.2B
Since20162013
Dividend yield0.61%1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+32.0%
CAGR 3Y+18.7%+16.5%
CAGR 5Y+8.1%+7.4%
Sharpe 3Y0.780.69
Volatility 1Y18.83%17.24%
Max drawdown-46.75%-44.64%

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

Similar to PSC and FNDA