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PSC vs IWB

Principal U.S. Small-Cap ETF vs iShares Russell 1000 ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.0B

IWB

iShares Russell 1000 ETF

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • IWB costs 0.23% less per year.
  • IWB is significantly larger than PSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWB has delivered higher annualized returns.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCIWB
Annual cost (TER)0.38%0.15%
Fund size (AUM)$2.0B$46.2B
Since20162000
Dividend yield0.61%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.6%+29.9%
CAGR 3Y+19.5%+22.7%
CAGR 5Y+8.9%+13.5%
Sharpe 3Y0.811.21
Volatility 1Y18.93%12.07%
Max drawdown-46.75%-34.60%

Similar to PSC and IWB