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Screener

PSC vs TMFS

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

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

TMFS

Motley Fool Small-Cap Growth ETF

Annual cost

0.85%

Fund size

$59M

Key differences

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

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

PSCTMFS
Annual cost (TER)0.38%0.85%
Fund size (AUM)$2.1B$59M
Since20162018
Dividend yield0.58%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.7%-0.9%
CAGR 3Y+18.0%+7.2%
CAGR 5Y+8.4%-1.1%
Sharpe 3Y0.750.27
Volatility 1Y19.02%19.89%
Max drawdown-46.75%-48.79%

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

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