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PSC vs VIOV

Principal U.S. Small-Cap ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

VIOV

Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

Annual cost

0.10%

Fund size

$1.9B

Key differences

Both PSC and VIOV are equity ETFs. PSC charges 0.38% a year and VIOV 0.10%. The main difference: VIOV costs 0.28% less per year.

  • VIOV costs 0.28% less per year.
  • Over the last three years, PSC has delivered higher annualized returns.
  • VIOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCVIOV
Annual cost (TER)0.38%0.10%
Fund size (AUM)$2.1B$1.9B
Since20162010
Dividend yield0.58%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.7%+38.5%
CAGR 3Y+18.0%+14.3%
CAGR 5Y+8.4%+6.3%
Sharpe 3Y0.750.57
Volatility 1Y19.02%18.47%
Max drawdown-46.75%-47.36%

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

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