BTEC vs. PSC

Last updated Jun 4, 2026

BTEC (Principal Healthcare Innovators Index ETF) and PSC (Principal U.S. Small Cap Multi-Factor ETF) are both exchange-traded funds - BTEC is a Health & Biotech Equities fund tracking the NASDAQ U.S. Health Care Innovators Index, while PSC is a Small Cap Blend Equities fund tracking the Nasdaq US Small Cap Select Leaders TR Index. Both are passively managed. BTEC charges 0.42%/yr vs 0.38%/yr for PSC.

Performance

BTEC vs. PSC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and Principal U.S. Small Cap Multi-Factor ETF (PSC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BTEC

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PSC

• 1D: -0.94%
• 1M: 3.79%
• YTD: 13.84%
• 6M: 13.56%
• 1Y: 27.15%
• 3Y*: 18.36%
• 5Y*: 8.06%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. PSC - Yearly Performance Comparison

	2026 (YTD)
BTEC Principal Healthcare Innovators Index ETF	0.00%
PSC Principal U.S. Small Cap Multi-Factor ETF	7.68%

BTEC vs. PSC - Sectors Allocation Comparison

Sectors	BTEC	PSC
Healthcare	99.4%	15.3%
Industrials	0.6%	17.7%
Basic Materials	-	4.2%
Communication Services	-	2.2%
Consumer Cyclical	-	8.1%
Consumer Defensive	-	2.3%
Energy	-	6.0%
Financial Services	-	16.5%
Real Estate	-	4.6%
Technology	-	20.3%
Utilities	-	2.9%

Return for Risk

BTEC vs. PSC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PSC

PSC Risk / Return Rank: 46
PSC Sharpe Ratio Rank: 41
PSC Sortino Ratio Rank: 42
PSC Omega Ratio Rank: 38
PSC Calmar Ratio Rank: 55
PSC Martin Ratio Rank: 55

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTEC vs. PSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and Principal U.S. Small Cap Multi-Factor ETF (PSC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BTEC	PSC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.46	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.39	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.50	—

Drawdowns

BTEC vs. PSC - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum PSC drawdown of -46.69%. Use the drawdown chart below to compare losses from any high point for BTEC and PSC.

Drawdown Indicators

	BTEC	PSC	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-46.69%	+46.69%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.95%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.49%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.86%	—
Current Drawdown Current decline from peak	0.00%	-0.94%	+0.94%
Average Drawdown Average peak-to-trough decline	0.00%	-8.28%	+8.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.85%	—

Volatility

Volatility by Period

	BTEC	PSC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.93%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.77%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	18.65%	-18.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	20.99%	-20.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	23.30%	-23.30%

BTEC vs. PSC - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is higher than PSC's 0.38% expense ratio.

Dividends

BTEC vs. PSC - Dividend Comparison

BTEC has not paid dividends to shareholders, while PSC's dividend yield for the trailing twelve months is around 0.58%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BTEC Principal Healthcare Innovators Index ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PSC Principal U.S. Small Cap Multi-Factor ETF	0.58%	0.67%	0.75%	0.73%	1.92%	1.45%	1.25%	1.47%	1.30%	0.95%	0.35%

Frequently Asked Questions

Which ETF is better, BTEC or PSC?

On fees, PSC is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BTEC or PSC?

PSC is cheaper with a 0.38% expense ratio, compared with 0.42% for BTEC.

Which ETF pays a higher dividend yield, BTEC or PSC?

PSC has the higher dividend yield at 0.58%, compared with 0.00% for BTEC.

What is the main difference between BTEC and PSC?

BTEC is categorized as Health & Biotech Equities, while PSC is Small Cap Blend Equities. BTEC tracks NASDAQ U.S. Health Care Innovators Index, while PSC tracks Nasdaq US Small Cap Select Leaders TR Index. Their fees differ too: 0.42% for BTEC and 0.38% for PSC.