Correlation
The correlation between PSC and VB 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. VB
Compare and contrast key facts about Principal U.S. Small Cap Multi-Factor ETF (PSC) and Vanguard Small-Cap ETF (VB).
PSC and VB 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. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004. Both PSC and VB 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 VB.
Performance
PSC vs. VB - Performance Comparison
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Key characteristics
PSC:
0.29
VB:
0.23
PSC:
0.55
VB:
0.45
PSC:
1.07
VB:
1.06
PSC:
0.27
VB:
0.18
PSC:
0.75
VB:
0.55
PSC:
8.32%
VB:
8.41%
PSC:
23.76%
VB:
22.91%
PSC:
-46.75%
VB:
-59.57%
PSC:
-9.34%
VB:
-12.08%
Returns By Period
In the year-to-date period, PSC achieves a -0.07% return, which is significantly higher than VB's -4.65% return.
PSC
-0.07%
6.57%
-8.68%
5.63%
8.42%
15.52%
N/A
VB
-4.65%
5.18%
-11.72%
4.17%
7.07%
11.52%
8.00%
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PSC vs. VB - Expense Ratio Comparison
PSC has a 0.38% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
PSC vs. VB — Risk-Adjusted Performance Rank
PSC
VB
PSC vs. VB - 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 Vanguard Small-Cap ETF (VB). 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. VB - Dividend Comparison
PSC's dividend yield for the trailing twelve months is around 0.77%, less than VB's 1.48% 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% |
VB Vanguard Small-Cap ETF | 1.48% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
PSC vs. VB - Drawdown Comparison
The maximum PSC drawdown since its inception was -46.75%, smaller than the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for PSC and VB.
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Volatility
PSC vs. VB - Volatility Comparison
Principal U.S. Small Cap Multi-Factor ETF (PSC) has a higher volatility of 6.64% compared to Vanguard Small-Cap ETF (VB) at 6.27%. This indicates that PSC's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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