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PSC vs ISCV

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

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

ISCV

iShares Morningstar Small-Cap Value ETF

Annual cost

0.06%

Fund size

$659M

Key differences

Both PSC and ISCV are equity ETFs. PSC charges 0.38% a year and ISCV 0.06%. The main difference: ISCV costs 0.32% less per year.

  • ISCV costs 0.32% less per year.
  • PSC is much larger than ISCV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PSC has delivered higher annualized returns.
  • ISCV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCISCV
Annual cost (TER)0.38%0.06%
Fund size (AUM)$2.1B$659M
Since20162004
Dividend yield0.58%1.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.2%+28.2%
CAGR 3Y+19.4%+17.3%
CAGR 5Y+7.9%+6.7%
Sharpe 3Y0.800.73
Volatility 1Y18.88%16.30%
Max drawdown-46.75%-51.56%

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

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