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RFLR vs PSC

Innovator U.S. Small Cap Managed Floor ETF vs Principal U.S. Small-Cap ETF

RFLR

Innovator U.S. Small Cap Managed Floor ETF

Annual cost

0.89%

Fund size

$77M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • PSC costs 0.51% less per year.
  • PSC is significantly larger than RFLR — larger funds tend to be more liquid and less likely to close.
  • RFLR is classified as alternative, while PSC is equity — different risk/return profiles.
  • RFLR follows a structured outcome strategy; PSC uses index tracking.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RFLRPSC
Annual cost (TER)0.89%0.38%
Fund size (AUM)$77M$2.0B
Since20242016
Dividend yield0.63%0.61%
Asset classalternativeequity
Regionnorth americanorth america
Strategystructured outcomeindex tracking
CAGR 1Y+28.8%+31.6%
CAGR 3YN/A+19.5%
CAGR 5YN/A+8.9%
Sharpe 3YN/A0.81
Volatility 1Y12.29%18.93%
Max drawdown-15.48%-46.75%

Similar to RFLR and PSC