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TMFM vs PSC

Motley Fool Mid-Cap Growth ETF vs Principal U.S. Small-Cap ETF

TMFM

Motley Fool Mid-Cap Growth ETF

Annual cost

0.85%

Fund size

$117M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

Key differences

Both TMFM and PSC are equity ETFs. TMFM charges 0.85% a year and PSC 0.38%. The main difference: TMFM follows a active selection strategy; PSC uses index tracking.

  • TMFM follows a active selection strategy; PSC uses index tracking.
  • PSC costs 0.47% less per year.
  • PSC is much larger than TMFM. 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

TMFMPSC
Annual cost (TER)0.85%0.38%
Fund size (AUM)$117M$2.1B
Since20142016
Dividend yield0.00%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-19.1%+28.7%
CAGR 3Y+3.1%+18.0%
CAGR 5YN/A+8.4%
Sharpe 3Y0.060.75
Volatility 1Y18.84%19.02%
Max drawdown-31.75%-46.75%

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

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