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SCHA vs PSC

Schwab U.S. Small-Cap ETF vs Principal U.S. Small-Cap ETF

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • SCHA costs 0.34% less per year.
  • SCHA is significantly larger than PSC — larger funds tend to be more liquid and less likely to close.
  • SCHA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHAPSC
Annual cost (TER)0.04%0.38%
Fund size (AUM)$22.1B$2.0B
Since20092016
Dividend yield1.05%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+28.6%
CAGR 3Y+19.2%+18.7%
CAGR 5Y+7.2%+8.1%
Sharpe 3Y0.790.78
Volatility 1Y18.08%18.83%
Max drawdown-42.41%-46.75%

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

Similar to SCHA and PSC