Screener
ZECP vs PSC
Zacks Earnings Consistent Portfolio ETF vs Principal U.S. Small-Cap ETF
Key differences
Both ZECP and PSC are equity ETFs. ZECP charges 0.55% a year and PSC 0.38%. The main difference: ZECP follows a active selection strategy; PSC uses index tracking.
- ZECP follows a active selection strategy; PSC uses index tracking.
- PSC costs 0.17% less per year.
- PSC is much larger than ZECP. 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
| ZECP | PSC | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.38% |
| Fund size (AUM) | $342M | $2.1B |
| Since | 2021 | 2016 |
| Dividend yield | 0.74% | 0.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +26.2% |
| CAGR 3Y | +16.8% | +19.4% |
| CAGR 5Y | N/A | +7.9% |
| Sharpe 3Y | 1.03 | 0.80 |
| Volatility 1Y | 10.69% | 18.88% |
| Max drawdown | -21.85% | -46.75% |
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