Screener
PSC vs SPSM
Principal U.S. Small-Cap ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF
Key differences
Both PSC and SPSM are equity ETFs. PSC charges 0.38% a year and SPSM 0.03%. The main difference: SPSM costs 0.35% less per year.
- SPSM costs 0.35% less per year.
- SPSM is much larger than PSC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PSC has delivered higher annualized returns.
Side-by-side comparison
| PSC | SPSM | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.03% |
| Fund size (AUM) | $2.1B | $15.7B |
| Since | 2016 | 2013 |
| Dividend yield | 0.58% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.7% | +34.0% |
| CAGR 3Y | +18.0% | +14.7% |
| CAGR 5Y | +8.4% | +6.3% |
| Sharpe 3Y | 0.75 | 0.60 |
| Volatility 1Y | 19.02% | 17.69% |
| Max drawdown | -46.75% | -42.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.