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TEQI vs PSET

T. Rowe Price Equity Income ETF vs Principal Quality ETF

TEQI

T. Rowe Price Equity Income ETF

T. Rowe Price

Annual cost

0.54%

Fund size

$403M

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

Key differences

  • PSET costs 0.39% less per year.
  • TEQI is significantly larger than PSET — larger funds tend to be more liquid and less likely to close.
  • TEQI follows a active selection strategy; PSET uses index tracking.
  • Over the last 3 years, TEQI has delivered higher annualized returns.

Side-by-side comparison

TEQIPSET
Annual cost (TER)0.54%0.15%
Fund size (AUM)$403M$33M
Since20202016
Dividend yield1.57%0.64%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+23.3%+8.5%
CAGR 3Y+16.8%+13.7%
CAGR 5Y+9.4%+9.0%
Sharpe 3Y1.000.65
Volatility 1Y10.62%12.82%
Max drawdown-17.82%-34.74%

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

Similar to TEQI and PSET