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PSET vs FMCX
Principal Quality ETF vs FM Focus Equity ETF
Key differences
- PSET costs 0.56% less per year.
- FMCX is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
- PSET follows a index tracking strategy; FMCX uses active selection.
- Over the last 3 years, FMCX has delivered higher annualized returns.
- PSET has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSET | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.71% |
| Fund size (AUM) | $33M | $115M |
| Since | 2016 | 2022 |
| Dividend yield | 0.64% | 0.34% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +8.5% | +18.7% |
| CAGR 3Y | +13.7% | +17.2% |
| CAGR 5Y | +9.0% | N/A |
| Sharpe 3Y | 0.65 | 0.95 |
| Volatility 1Y | 12.82% | 12.96% |
| Max drawdown | -34.74% | -17.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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