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PSC vs PSET

Principal U.S. Small-Cap ETF vs Principal Quality ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

Key differences

  • PSET costs 0.23% less per year.
  • PSC is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PSC has delivered higher annualized returns.

Side-by-side comparison

PSCPSET
Annual cost (TER)0.38%0.15%
Fund size (AUM)$2.0B$33M
Since20162016
Dividend yield0.61%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+8.5%
CAGR 3Y+18.7%+13.7%
CAGR 5Y+8.1%+9.0%
Sharpe 3Y0.780.65
Volatility 1Y18.83%12.82%
Max drawdown-46.75%-34.74%

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

Similar to PSC and PSET