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PSC vs SMMV

Principal U.S. Small-Cap ETF vs iShares MSCI USA Small-Cap Min Vol Factor ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

Key differences

  • SMMV costs 0.18% less per year.
  • PSC is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PSC has delivered higher annualized returns.

Side-by-side comparison

PSCSMMV
Annual cost (TER)0.38%0.20%
Fund size (AUM)$2.0B$284M
Since20162016
Dividend yield0.61%1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+8.9%
CAGR 3Y+18.7%+11.6%
CAGR 5Y+8.1%+5.3%
Sharpe 3Y0.780.68
Volatility 1Y18.83%9.88%
Max drawdown-46.75%-38.77%

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

Similar to PSC and SMMV