Screener
SMIZ vs PSC
Zacks Small/Mid Cap ETF vs Principal U.S. Small-Cap ETF
Key differences
Both SMIZ and PSC are equity ETFs. SMIZ charges 0.55% a year and PSC 0.38%. The main difference: SMIZ follows a active selection strategy; PSC uses index tracking.
- SMIZ follows a active selection strategy; PSC uses index tracking.
- PSC costs 0.17% less per year.
- PSC is much larger than SMIZ. Larger funds are usually more liquid and less likely to close.
- PSC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMIZ | PSC | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.38% |
| Fund size (AUM) | $258M | $2.1B |
| Since | 2023 | 2016 |
| Dividend yield | 0.54% | 0.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +29.0% | +26.2% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | +7.9% |
| Sharpe 3Y | N/A | 0.80 |
| Volatility 1Y | 17.00% | 18.88% |
| Max drawdown | -25.04% | -46.75% |
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