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PSC vs IWM

Principal U.S. Small-Cap ETF vs iShares Russell 2000 ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.0B

IWM

iShares Russell 2000 ETF

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.19% less per year.
  • IWM is significantly larger than PSC — larger funds tend to be more liquid and less likely to close.
  • IWM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCIWM
Annual cost (TER)0.38%0.19%
Fund size (AUM)$2.0B$76.9B
Since20162000
Dividend yield0.61%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.6%+44.9%
CAGR 3Y+19.5%+19.6%
CAGR 5Y+8.9%+7.2%
Sharpe 3Y0.810.78
Volatility 1Y18.93%19.29%
Max drawdown-46.75%-41.13%

Similar to PSC and IWM