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PSC vs LRGF

Principal U.S. Small-Cap ETF vs iShares U.S. Equity Factor ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.30% less per year.
  • PSC follows a index tracking strategy; LRGF uses index enhanced.
  • Over the last 3 years, LRGF has delivered higher annualized returns.

Side-by-side comparison

PSCLRGF
Annual cost (TER)0.38%0.08%
Fund size (AUM)$2.0B$3.3B
Since20162015
Dividend yield0.61%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+28.6%+25.4%
CAGR 3Y+18.7%+23.4%
CAGR 5Y+8.1%+13.8%
Sharpe 3Y0.781.23
Volatility 1Y18.83%12.16%
Max drawdown-46.75%-36.03%

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

Similar to PSC and LRGF