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PSC vs FSMD

Principal U.S. Small-Cap ETF vs Fidelity Small-Mid Multifactor ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

FSMD

Fidelity Small-Mid Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$2.4B

Key differences

  • FSMD costs 0.23% less per year.

Side-by-side comparison

PSCFSMD
Annual cost (TER)0.38%0.15%
Fund size (AUM)$2.0B$2.4B
Since20162019
Dividend yield0.61%1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+25.4%
CAGR 3Y+18.7%+17.8%
CAGR 5Y+8.1%+9.4%
Sharpe 3Y0.780.83
Volatility 1Y18.83%15.36%
Max drawdown-46.75%-40.67%

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

Similar to PSC and FSMD