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PSC vs SMLF

Principal U.S. Small-Cap ETF vs iShares U.S. Small-Cap Equity Factor ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

  • SMLF costs 0.23% less per year.
  • Over the last 3 years, SMLF has delivered higher annualized returns.

Side-by-side comparison

PSCSMLF
Annual cost (TER)0.38%0.15%
Fund size (AUM)$2.0B$3.6B
Since20162015
Dividend yield0.61%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+31.5%
CAGR 3Y+18.7%+20.4%
CAGR 5Y+8.1%+10.7%
Sharpe 3Y0.780.86
Volatility 1Y18.83%17.32%
Max drawdown-46.75%-41.89%

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

Similar to PSC and SMLF