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SMLF vs PSC

iShares U.S. Small-Cap Equity Factor ETF vs Principal U.S. Small-Cap ETF

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • SMLF costs 0.23% less per year.
  • Over the last 3 years, SMLF has delivered higher annualized returns.

Side-by-side comparison

SMLFPSC
Annual cost (TER)0.15%0.38%
Fund size (AUM)$3.6B$2.0B
Since20152016
Dividend yield1.07%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.5%+28.6%
CAGR 3Y+20.4%+18.7%
CAGR 5Y+10.7%+8.1%
Sharpe 3Y0.860.78
Volatility 1Y17.32%18.83%
Max drawdown-41.89%-46.75%

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

Similar to SMLF and PSC