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PSC vs SCHG

Principal U.S. Small-Cap ETF vs Schwab U.S. Large-Cap Growth ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

SCHG

Schwab U.S. Large-Cap Growth ETF

Annual cost

0.04%

Fund size

$61.1B

Key differences

Both PSC and SCHG are equity ETFs. PSC charges 0.38% a year and SCHG 0.04%. The main difference: SCHG costs 0.34% less per year.

  • SCHG costs 0.34% less per year.
  • SCHG is much larger than PSC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SCHG has delivered higher annualized returns.
  • SCHG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCSCHG
Annual cost (TER)0.38%0.04%
Fund size (AUM)$2.1B$61.1B
Since20162009
Dividend yield0.58%0.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.2%+20.9%
CAGR 3Y+19.4%+24.9%
CAGR 5Y+7.9%+15.0%
Sharpe 3Y0.801.06
Volatility 1Y18.88%15.79%
Max drawdown-46.75%-34.59%

Similar to PSC and SCHG