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Screener

PSC vs TMFM

Principal U.S. Small-Cap ETF vs Motley Fool Mid-Cap Growth ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

TMFM

Motley Fool Mid-Cap Growth ETF

Annual cost

0.85%

Fund size

$117M

Key differences

Both PSC and TMFM are equity ETFs. PSC charges 0.38% a year and TMFM 0.85%. The main difference: PSC follows a index tracking strategy; TMFM uses active selection.

  • PSC follows a index tracking strategy; TMFM uses active selection.
  • PSC costs 0.47% less per year.
  • PSC is much larger than TMFM. 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

PSCTMFM
Annual cost (TER)0.38%0.85%
Fund size (AUM)$2.1B$117M
Since20162014
Dividend yield0.58%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.7%-19.1%
CAGR 3Y+18.0%+3.1%
CAGR 5Y+8.4%N/A
Sharpe 3Y0.750.06
Volatility 1Y19.02%18.84%
Max drawdown-46.75%-31.75%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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