Screener
PSC vs PVAL
Principal U.S. Small-Cap ETF vs Putnam Focused Large Cap Value ETF
Key differences
Both PSC and PVAL are equity ETFs. PSC charges 0.38% a year and PVAL 0.55%. The main difference: PSC follows a index tracking strategy; PVAL uses active selection.
- PSC follows a index tracking strategy; PVAL uses active selection.
- PSC costs 0.17% less per year.
- PVAL is much larger than PSC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PVAL has delivered higher annualized returns.
- PSC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSC | PVAL | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.55% |
| Fund size (AUM) | $2.1B | $11.1B |
| Since | 2016 | 2021 |
| Dividend yield | 0.58% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.2% | +32.3% |
| CAGR 3Y | +19.4% | +24.7% |
| CAGR 5Y | +7.9% | +16.0% |
| Sharpe 3Y | 0.80 | 1.44 |
| Volatility 1Y | 18.88% | 10.95% |
| Max drawdown | -46.75% | -16.64% |
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