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PSET vs FFLV

Principal Quality ETF vs Fidelity Fundamental Large Cap

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • PSET costs 0.23% less per year.
  • PSET covers north america markets; FFLV covers global.
  • PSET follows a index tracking strategy; FFLV uses active selection.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSETFFLV
Annual cost (TER)0.15%0.38%
Fund size (AUM)$33M$17M
Since20162024
Dividend yield0.64%1.48%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+9.4%+29.7%
CAGR 3Y+13.4%N/A
CAGR 5Y+9.2%N/A
Sharpe 3Y0.63N/A
Volatility 1Y12.80%11.50%
Max drawdown-34.74%-16.71%

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

Similar to PSET and FFLV