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PSC vs FYC

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

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • PSC costs 0.32% less per year.
  • Over the last 3 years, FYC has delivered higher annualized returns.
  • FYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCFYC
Annual cost (TER)0.38%0.70%
Fund size (AUM)$2.0B$1.0B
Since20162011
Dividend yield0.61%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+56.7%
CAGR 3Y+18.7%+27.1%
CAGR 5Y+8.1%+11.2%
Sharpe 3Y0.781.04
Volatility 1Y18.83%21.07%
Max drawdown-46.75%-47.85%

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

Similar to PSC and FYC