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PSC vs PGRO

Principal U.S. Small-Cap ETF vs Putnam Focused Large Cap Growth ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

PGRO

Putnam Focused Large Cap Growth ETF

Annual cost

0.49%

Fund size

$117M

Key differences

Both PSC and PGRO are equity ETFs. PSC charges 0.38% a year and PGRO 0.49%. The main difference: PSC follows a index tracking strategy; PGRO uses active selection.

  • PSC follows a index tracking strategy; PGRO uses active selection.
  • PSC costs 0.11% less per year.
  • PSC is much larger than PGRO. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PGRO has delivered higher annualized returns.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCPGRO
Annual cost (TER)0.38%0.49%
Fund size (AUM)$2.1B$117M
Since20162021
Dividend yield0.58%0.02%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+26.2%+20.0%
CAGR 3Y+19.4%+24.1%
CAGR 5Y+7.9%+13.4%
Sharpe 3Y0.801.00
Volatility 1Y18.88%16.46%
Max drawdown-46.75%-34.73%

Similar to PSC and PGRO