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PSET vs AQLT

Principal Quality ETF vs iShares MSCI Global Quality Factor ETF

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

AQLT

iShares MSCI Global Quality Factor ETF

iShares

Annual cost

0.20%

Fund size

$246M

Key differences

  • PSET costs 0.05% less per year.
  • AQLT is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
  • PSET covers north america markets; AQLT covers global.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSETAQLT
Annual cost (TER)0.15%0.20%
Fund size (AUM)$33M$246M
Since20162024
Dividend yield0.64%0.97%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+8.5%+29.5%
CAGR 3Y+13.7%N/A
CAGR 5Y+9.0%N/A
Sharpe 3Y0.65N/A
Volatility 1Y12.82%13.50%
Max drawdown-34.74%-16.84%

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

Similar to PSET and AQLT