Correlation
The correlation between PSC and STLG is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
PSC vs. STLG
Compare and contrast key facts about Principal U.S. Small Cap Multi-Factor ETF (PSC) and iShares Factors US Growth Style ETF (STLG).
PSC and STLG 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. STLG is a passively managed fund by iShares that tracks the performance of the Russell US Large Cap Factors Growth Style Index. It was launched on Jan 14, 2020. Both PSC and STLG 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 STLG.
Performance
PSC vs. STLG - Performance Comparison
Loading data...
Key characteristics
PSC:
0.29
STLG:
0.63
PSC:
0.55
STLG:
0.95
PSC:
1.07
STLG:
1.13
PSC:
0.27
STLG:
0.63
PSC:
0.75
STLG:
2.10
PSC:
8.32%
STLG:
7.13%
PSC:
23.76%
STLG:
27.06%
PSC:
-46.75%
STLG:
-31.34%
PSC:
-9.34%
STLG:
-3.92%
Returns By Period
In the year-to-date period, PSC achieves a -0.07% return, which is significantly lower than STLG's 1.16% return.
PSC
-0.07%
6.57%
-8.68%
5.63%
8.42%
15.52%
N/A
STLG
1.16%
8.22%
1.54%
16.78%
21.49%
18.64%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSC vs. STLG - Expense Ratio Comparison
PSC has a 0.38% expense ratio, which is higher than STLG's 0.25% expense ratio.
Risk-Adjusted Performance
PSC vs. STLG — Risk-Adjusted Performance Rank
PSC
STLG
PSC vs. STLG - 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 Factors US Growth Style ETF (STLG). 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.
Loading data...
Dividends
PSC vs. STLG - Dividend Comparison
PSC's dividend yield for the trailing twelve months is around 0.77%, more than STLG's 0.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
STLG iShares Factors US Growth Style ETF | 0.30% | 0.22% | 0.22% | 0.35% | 0.67% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSC vs. STLG - Drawdown Comparison
The maximum PSC drawdown since its inception was -46.75%, which is greater than STLG's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for PSC and STLG.
Loading data...
Volatility
PSC vs. STLG - Volatility Comparison
Principal U.S. Small Cap Multi-Factor ETF (PSC) has a higher volatility of 6.64% compared to iShares Factors US Growth Style ETF (STLG) at 6.32%. This indicates that PSC's price experiences larger fluctuations and is considered to be riskier than STLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...