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PSC vs IWN

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

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.0B

IWN

iShares Russell 2000 Value ETF

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IWN costs 0.14% less per year.
  • IWN is significantly larger than PSC — larger funds tend to be more liquid and less likely to close.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCIWN
Annual cost (TER)0.38%0.24%
Fund size (AUM)$2.0B$13.4B
Since20162000
Dividend yield0.61%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.6%+46.8%
CAGR 3Y+19.5%+19.5%
CAGR 5Y+8.9%+7.8%
Sharpe 3Y0.810.80
Volatility 1Y18.93%17.92%
Max drawdown-46.75%-46.08%

Similar to PSC and IWN