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TMFX vs PSC

Motley Fool Next Index ETF vs Principal U.S. Small-Cap ETF

TMFX

Motley Fool Next Index ETF

Annual cost

0.50%

Fund size

$32M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

Key differences

Both TMFX and PSC are equity ETFs. TMFX charges 0.50% a year and PSC 0.38%. The main difference: PSC costs 0.12% less per year.

  • PSC costs 0.12% less per year.
  • PSC is much larger than TMFX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PSC has delivered higher annualized returns.
  • PSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFXPSC
Annual cost (TER)0.50%0.38%
Fund size (AUM)$32M$2.1B
Since20212016
Dividend yield0.05%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.5%+26.2%
CAGR 3Y+14.2%+19.4%
CAGR 5YN/A+7.9%
Sharpe 3Y0.590.80
Volatility 1Y17.04%18.88%
Max drawdown-34.30%-46.75%

Similar to TMFX and PSC