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SSPY vs PSC

Stratified LargeCap Index ETF vs Principal U.S. Small-Cap ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

Key differences

Both SSPY and PSC are equity ETFs. SSPY charges 0.45% a year and PSC 0.38%. The main difference: PSC costs 0.07% less per year.

  • PSC costs 0.07% less per year.
  • PSC is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PSC has delivered higher annualized returns.

Side-by-side comparison

SSPYPSC
Annual cost (TER)0.45%0.38%
Fund size (AUM)$125M$2.1B
Since20192016
Dividend yield1.26%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.3%+28.7%
CAGR 3Y+14.9%+18.0%
CAGR 5Y+9.2%+8.4%
Sharpe 3Y0.840.75
Volatility 1Y10.78%19.02%
Max drawdown-36.67%-46.75%

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

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