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PSC vs FTC

Principal U.S. Small-Cap ETF vs First Trust Large Cap Growth AlphaDEX Fund

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

Key differences

  • PSC costs 0.20% less per year.
  • Over the last 3 years, FTC has delivered higher annualized returns.
  • FTC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCFTC
Annual cost (TER)0.38%0.58%
Fund size (AUM)$2.0B$1.3B
Since20162007
Dividend yield0.61%0.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+27.3%
CAGR 3Y+18.7%+24.9%
CAGR 5Y+8.1%+13.2%
Sharpe 3Y0.781.10
Volatility 1Y18.83%17.87%
Max drawdown-46.75%-34.66%

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

Similar to PSC and FTC