PSC vs. QQQ
Compare and contrast key facts about Principal U.S. Small Cap Multi-Factor ETF (PSC) and Invesco QQQ (QQQ).
PSC and QQQ 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. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both PSC and QQQ 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 QQQ.
Correlation
The correlation between PSC and QQQ is 0.54, 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.
Performance
PSC vs. QQQ - Performance Comparison
Key characteristics
PSC:
0.84
QQQ:
1.38
PSC:
1.32
QQQ:
1.88
PSC:
1.16
QQQ:
1.25
PSC:
1.56
QQQ:
1.86
PSC:
3.76
QQQ:
6.43
PSC:
4.21%
QQQ:
3.92%
PSC:
18.72%
QQQ:
18.27%
PSC:
-46.75%
QQQ:
-82.98%
PSC:
-4.29%
QQQ:
0.00%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with PSC at 5.50% and QQQ at 5.50%.
PSC
5.50%
1.96%
8.87%
14.89%
11.70%
N/A
QQQ
5.50%
3.38%
12.65%
26.01%
18.94%
18.39%
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PSC vs. QQQ - Expense Ratio Comparison
PSC has a 0.38% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
PSC vs. QQQ — Risk-Adjusted Performance Rank
PSC
QQQ
PSC vs. QQQ - 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 Invesco QQQ (QQQ). 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.
Dividends
PSC vs. QQQ - Dividend Comparison
PSC's dividend yield for the trailing twelve months is around 0.71%, more than QQQ's 0.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSC Principal U.S. Small Cap Multi-Factor ETF | 0.71% | 0.75% | 0.73% | 1.92% | 1.45% | 1.25% | 1.37% | 1.30% | 0.95% | 0.34% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.53% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
PSC vs. QQQ - Drawdown Comparison
The maximum PSC drawdown since its inception was -46.75%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for PSC and QQQ. For additional features, visit the drawdowns tool.
Volatility
PSC vs. QQQ - Volatility Comparison
The current volatility for Principal U.S. Small Cap Multi-Factor ETF (PSC) is 4.58%, while Invesco QQQ (QQQ) has a volatility of 4.92%. This indicates that PSC experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.