Correlation
The correlation between PSC and IJR is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
PSC vs. IJR
Compare and contrast key facts about Principal U.S. Small Cap Multi-Factor ETF (PSC) and iShares Core S&P Small-Cap ETF (IJR).
PSC and IJR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSC is a passively managed fund by Principal that tracks the performance of the Nasdaq US Small Cap Select Leaders TR Index. It was launched on Sep 21, 2016. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000. Both PSC and IJR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSC or IJR.
Performance
PSC vs. IJR - Performance Comparison
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Key characteristics
PSC:
0.29
IJR:
-0.03
PSC:
0.55
IJR:
0.13
PSC:
1.07
IJR:
1.02
PSC:
0.27
IJR:
-0.03
PSC:
0.75
IJR:
-0.08
PSC:
8.32%
IJR:
10.24%
PSC:
23.76%
IJR:
24.21%
PSC:
-46.75%
IJR:
-58.15%
PSC:
-9.34%
IJR:
-16.25%
Returns By Period
In the year-to-date period, PSC achieves a -0.07% return, which is significantly higher than IJR's -8.27% return.
PSC
-0.07%
6.57%
-8.68%
5.63%
8.42%
15.52%
N/A
IJR
-8.27%
4.59%
-15.69%
-1.93%
3.04%
11.49%
7.58%
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PSC vs. IJR - Expense Ratio Comparison
PSC has a 0.38% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
PSC vs. IJR — Risk-Adjusted Performance Rank
PSC
IJR
PSC vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal U.S. Small Cap Multi-Factor ETF (PSC) and iShares Core S&P Small-Cap ETF (IJR). 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.
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Dividends
PSC vs. IJR - Dividend Comparison
PSC's dividend yield for the trailing twelve months is around 0.77%, less than IJR's 2.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSC Principal U.S. Small Cap Multi-Factor ETF | 0.77% | 0.75% | 0.73% | 1.92% | 1.45% | 1.25% | 1.37% | 1.30% | 0.95% | 0.34% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 2.24% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
PSC vs. IJR - Drawdown Comparison
The maximum PSC drawdown since its inception was -46.75%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for PSC and IJR.
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Volatility
PSC vs. IJR - Volatility Comparison
Principal U.S. Small Cap Multi-Factor ETF (PSC) and iShares Core S&P Small-Cap ETF (IJR) have volatilities of 6.64% and 6.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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