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PSC vs XCHG

Principal U.S. Small-Cap ETF vs Ab US Equity ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

Key differences

Both PSC and XCHG are equity ETFs. PSC charges 0.38% a year and XCHG 0.50%. The main difference: PSC follows a index tracking strategy; XCHG uses active selection.

  • PSC follows a index tracking strategy; XCHG uses active selection.
  • PSC costs 0.12% less per year.
  • PSC is much larger than XCHG. Larger funds are usually more liquid and less likely to close.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCXCHG
Annual cost (TER)0.38%0.50%
Fund size (AUM)$2.1B$702M
Since20162025
Dividend yield0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.0%N/A
CAGR 3Y+19.4%N/A
CAGR 5Y+7.8%N/A
Sharpe 3Y0.80N/A
Volatility 1Y18.89%
Max drawdown-46.75%-9.67%

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

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