Screener
PSET vs TEQI
Principal Quality ETF vs T. Rowe Price Equity Income ETF
Key differences
Both PSET and TEQI are equity ETFs. PSET charges 0.15% a year and TEQI 0.54%. The main difference: PSET costs 0.39% less per year.
- PSET costs 0.39% less per year.
- TEQI is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TEQI has delivered higher annualized returns.
Side-by-side comparison
| PSET | TEQI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.54% |
| Fund size (AUM) | $29M | $406M |
| Since | 2016 | 2020 |
| Dividend yield | 0.62% | 1.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +19.2% |
| CAGR 3Y | +12.2% | +16.2% |
| CAGR 5Y | +8.5% | +9.0% |
| Sharpe 3Y | 0.56 | 0.96 |
| Volatility 1Y | 12.90% | 10.60% |
| Max drawdown | -34.74% | -17.82% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.