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PSC vs USMV

Principal U.S. Small-Cap ETF vs iShares MSCI USA Min Vol Factor ETF

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

Key differences

  • USMV costs 0.23% less per year.
  • USMV is significantly larger than PSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PSC has delivered higher annualized returns.
  • USMV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCUSMV
Annual cost (TER)0.38%0.15%
Fund size (AUM)$2.0B$22.9B
Since20162011
Dividend yield0.61%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.6%+5.8%
CAGR 3Y+18.7%+11.8%
CAGR 5Y+8.1%+7.8%
Sharpe 3Y0.780.80
Volatility 1Y18.83%8.57%
Max drawdown-46.75%-33.10%

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

Similar to PSC and USMV