PSCPrincipal U.S. Small-Cap ETF
Seeks long-term growth of capital.
By Principal Funds · Launched 2016
Annual Cost
0.38%
#1,831 of 5,861 · low cost
Fund Size
$2.3B
#690 of 5,861 · large
Return (1Y)Goal
+28.3%
Track Record
9 years
#1,457 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,881+28.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Active selection
Factor
Multifactor
Index tracked
Russell 2000 Index
What it actually holds
By weightConcentration
Top 10 holdings = 8.0% of fund✓ well diversified
Hims & Hers Health Inc
0.9%
Planet Labs PBC
0.9%
Argan Inc
0.9%
DigitalOcean Holdings Inc
0.8%
Fabrinet
0.8%
Nextpower Inc
0.8%
Bread Financial Holdings Inc
0.8%
Zeta Global Holdings Corp
0.8%
Chart Industries Inc
0.7%
Bridgebio Pharma Inc
0.7%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
19.5%
Healthcare
16.9%
Financial Services
16.9%
Industrials
16.8%
Consumer Cyclical
8.1%
Real Estate
5.3%
Energy
5.1%
Basic Materials
4.0%
Other
7.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.8%Moderate
Year-on-year price swings
Max drawdown
-46.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.68Decent risk-adjusted returns
Sortino (3Y)
1.02Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in equity securities of U.S. companies with small market capitalizations, targeting those in the Russell 2000 Index. Uses a proprietary quantitative model to select small-cap stocks based on value, quality, and momentum characteristics, with annual rebalancing.
- Inception date
- September 21, 2016
- Fund family
- Principal Funds
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Data updated on 2026-08-04