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PSC vs TMFX

Principal U.S. Small-Cap ETF vs Motley Fool Next Index ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

TMFX

Motley Fool Next Index ETF

Annual cost

0.50%

Fund size

$32M

Key differences

Both PSC and TMFX are equity ETFs. PSC charges 0.38% a year and TMFX 0.50%. The main difference: PSC costs 0.12% less per year.

  • PSC costs 0.12% less per year.
  • PSC is much larger than TMFX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PSC has delivered higher annualized returns.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCTMFX
Annual cost (TER)0.38%0.50%
Fund size (AUM)$2.1B$32M
Since20162021
Dividend yield0.58%0.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.2%+10.5%
CAGR 3Y+19.4%+14.2%
CAGR 5Y+7.9%N/A
Sharpe 3Y0.800.59
Volatility 1Y18.88%17.04%
Max drawdown-46.75%-34.30%

Similar to PSC and TMFX