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SPDF vs PSET

Defender Risk Adaptive 500 ETF vs Principal Quality ETF

SPDF

Defender Risk Adaptive 500 ETF

Annual cost

0.69%

Fund size

$18M

PSET

Principal Quality ETF

Annual cost

0.15%

Fund size

$29M

Key differences

Both SPDF and PSET are equity ETFs. SPDF charges 0.69% a year and PSET 0.15%. The main difference: PSET costs 0.54% less per year.

  • PSET costs 0.54% less per year.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDFPSET
Annual cost (TER)0.69%0.15%
Fund size (AUM)$18M$29M
Since20262016
Dividend yield0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.8%
CAGR 3YN/A+12.8%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.60
Volatility 1Y12.96%
Max drawdown-4.39%-34.74%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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