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PSC vs ISCB

Principal U.S. Small-Cap ETF vs iShares Morningstar Small-Cap ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

ISCB

iShares Morningstar Small-Cap ETF

Annual cost

0.04%

Fund size

$275M

Key differences

Both PSC and ISCB are equity ETFs. PSC charges 0.38% a year and ISCB 0.04%. The main difference: ISCB costs 0.34% less per year.

  • ISCB costs 0.34% less per year.
  • PSC is much larger than ISCB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PSC has delivered higher annualized returns.
  • ISCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCISCB
Annual cost (TER)0.38%0.04%
Fund size (AUM)$2.1B$275M
Since20162004
Dividend yield0.58%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.2%+28.0%
CAGR 3Y+19.4%+17.5%
CAGR 5Y+7.9%+5.6%
Sharpe 3Y0.800.74
Volatility 1Y18.88%16.63%
Max drawdown-46.75%-44.18%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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