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PSC vs SHUS

Principal U.S. Small-Cap ETF vs Stratified LargeCap Hedged ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

SHUS

Stratified LargeCap Hedged ETF

Syntax

Annual cost

0.79%

Fund size

$24M

Key differences

  • PSC costs 0.41% less per year.
  • PSC is significantly larger than SHUS — larger funds tend to be more liquid and less likely to close.
  • PSC is classified as equity, while SHUS is alternative — different risk/return profiles.
  • PSC follows a index tracking strategy; SHUS uses option income.
  • Over the last 3 years, PSC has delivered higher annualized returns.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCSHUS
Annual cost (TER)0.38%0.79%
Fund size (AUM)$2.0B$24M
Since20162021
Dividend yield0.61%1.29%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+28.6%+17.7%
CAGR 3Y+18.7%+10.5%
CAGR 5Y+8.1%N/A
Sharpe 3Y0.780.61
Volatility 1Y18.83%10.18%
Max drawdown-46.75%-14.09%

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

Similar to PSC and SHUS