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PSC vs SSPY

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

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

SSPY

Stratified LargeCap Index ETF

Syntax

Annual cost

0.45%

Fund size

$122M

Key differences

  • PSC costs 0.07% less per year.
  • PSC is significantly larger than SSPY — 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

PSCSSPY
Annual cost (TER)0.38%0.45%
Fund size (AUM)$2.0B$122M
Since20162019
Dividend yield0.61%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.6%+22.3%
CAGR 3Y+19.5%+14.9%
CAGR 5Y+8.9%+9.4%
Sharpe 3Y0.810.84
Volatility 1Y18.93%10.76%
Max drawdown-46.75%-36.67%

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

Similar to PSC and SSPY