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PSC vs ISCF

Principal U.S. Small-Cap ETF vs iShares MSCI Intl Small-Cap Multifactor ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

ISCF

iShares MSCI Intl Small-Cap Multifactor ETF

iShares

Annual cost

0.24%

Fund size

$633M

Key differences

  • ISCF costs 0.14% less per year.
  • PSC is significantly larger than ISCF — larger funds tend to be more liquid and less likely to close.
  • PSC covers north america markets; ISCF covers global.
  • Over the last 3 years, PSC has delivered higher annualized returns.

Side-by-side comparison

PSCISCF
Annual cost (TER)0.38%0.24%
Fund size (AUM)$2.0B$633M
Since20162015
Dividend yield0.61%3.52%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+25.5%
CAGR 3Y+18.7%+17.2%
CAGR 5Y+8.1%+8.1%
Sharpe 3Y0.780.89
Volatility 1Y18.83%14.40%
Max drawdown-46.75%-40.79%

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

Similar to PSC and ISCF