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SQLT vs PSET

Ishares MSCI USA Small-Cap Quality Factor ETF vs Principal Quality ETF

SQLT

Ishares MSCI USA Small-Cap Quality Factor ETF

iShares

Annual cost

0.20%

Fund size

$7M

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

Key differences

  • PSET costs 0.05% less per year.
  • PSET is significantly larger than SQLT — larger funds tend to be more liquid and less likely to close.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SQLTPSET
Annual cost (TER)0.20%0.15%
Fund size (AUM)$7M$33M
Since20262016
Dividend yield0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+8.5%
CAGR 3YN/A+13.7%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.65
Volatility 1Y12.82%
Max drawdown-3.95%-34.74%

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

Similar to SQLT and PSET