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TMFS vs PSC

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

TMFS

Motley Fool Small-Cap Growth ETF

Annual cost

0.85%

Fund size

$59M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

Key differences

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

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

TMFSPSC
Annual cost (TER)0.85%0.38%
Fund size (AUM)$59M$2.1B
Since20182016
Dividend yield0.00%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-0.9%+28.7%
CAGR 3Y+7.2%+18.0%
CAGR 5Y-1.1%+8.4%
Sharpe 3Y0.270.75
Volatility 1Y19.89%19.02%
Max drawdown-48.79%-46.75%

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

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