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PSC vs IJR

Principal U.S. Small-Cap ETF vs iShares Core S&P Small-Cap ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.32% less per year.
  • IJR 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.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCIJR
Annual cost (TER)0.38%0.06%
Fund size (AUM)$2.0B$102.6B
Since20162000
Dividend yield0.61%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+33.1%
CAGR 3Y+18.7%+15.4%
CAGR 5Y+8.1%+5.9%
Sharpe 3Y0.780.63
Volatility 1Y18.83%17.65%
Max drawdown-46.75%-44.36%

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

Similar to PSC and IJR