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PSC vs SCAP

Principal U.S. Small-Cap ETF vs Infrastructure Capital Small Cap Income ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

SCAP

Infrastructure Capital Small Cap Income ETF

Annual cost

2.20%

Fund size

$20M

Key differences

Both PSC and SCAP are equity ETFs. PSC charges 0.38% a year and SCAP 2.20%. The main difference: PSC follows a index tracking strategy; SCAP uses active selection.

  • PSC follows a index tracking strategy; SCAP uses active selection.
  • PSC costs 1.82% less per year.
  • PSC is much larger than SCAP. Larger funds are usually more liquid and less likely to close.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCSCAP
Annual cost (TER)0.38%2.20%
Fund size (AUM)$2.1B$20M
Since20162023
Dividend yield0.58%6.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+24.3%+25.9%
CAGR 3Y+18.5%N/A
CAGR 5Y+7.9%N/A
Sharpe 3Y0.77N/A
Volatility 1Y18.85%16.29%
Max drawdown-46.75%-24.13%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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