Screener
PSC vs SVAL
Principal U.S. Small-Cap ETF vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 0.18% less per year.
- PSC is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| PSC | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.20% |
| Fund size (AUM) | $2.0B | $188M |
| Since | 2016 | 2020 |
| Dividend yield | 0.61% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.6% | +36.9% |
| CAGR 3Y | +18.7% | +18.9% |
| CAGR 5Y | +8.1% | +6.5% |
| Sharpe 3Y | 0.78 | 0.74 |
| Volatility 1Y | 18.83% | 18.05% |
| Max drawdown | -46.75% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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