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SMMV vs PSC

iShares MSCI USA Small-Cap Min Vol Factor ETF vs Principal U.S. Small-Cap ETF

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$284M

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • SMMV costs 0.18% less per year.
  • PSC is significantly larger than SMMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PSC has delivered higher annualized returns.

Side-by-side comparison

SMMVPSC
Annual cost (TER)0.20%0.38%
Fund size (AUM)$284M$2.0B
Since20162016
Dividend yield1.71%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.9%+28.6%
CAGR 3Y+11.6%+18.7%
CAGR 5Y+5.3%+8.1%
Sharpe 3Y0.680.78
Volatility 1Y9.88%18.83%
Max drawdown-38.77%-46.75%

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

Similar to SMMV and PSC