PSC vs. VBK
Compare and contrast key facts about Principal U.S. Small Cap Multi-Factor ETF (PSC) and Vanguard Small-Cap Growth ETF (VBK).
PSC and VBK 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. VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004. Both PSC and VBK 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 VBK.
Correlation
The correlation between PSC and VBK is 0.77, 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.
Performance
PSC vs. VBK - Performance Comparison
Key characteristics
PSC:
0.53
VBK:
0.79
PSC:
0.89
VBK:
1.17
PSC:
1.10
VBK:
1.14
PSC:
0.99
VBK:
0.68
PSC:
2.37
VBK:
3.46
PSC:
4.27%
VBK:
4.12%
PSC:
18.99%
VBK:
18.12%
PSC:
-46.75%
VBK:
-58.69%
PSC:
-9.12%
VBK:
-8.07%
Returns By Period
In the year-to-date period, PSC achieves a 0.18% return, which is significantly higher than VBK's -0.29% return.
PSC
0.18%
-4.41%
0.26%
9.69%
10.76%
N/A
VBK
-0.29%
-5.24%
6.61%
13.40%
6.74%
8.54%
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PSC vs. VBK - Expense Ratio Comparison
PSC has a 0.38% expense ratio, which is higher than VBK's 0.07% expense ratio.
Risk-Adjusted Performance
PSC vs. VBK — Risk-Adjusted Performance Rank
PSC
VBK
PSC vs. VBK - 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 Growth ETF (VBK). 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. VBK - Dividend Comparison
PSC's dividend yield for the trailing twelve months is around 0.74%, more than VBK's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSC Principal U.S. Small Cap Multi-Factor ETF | 0.74% | 0.75% | 0.73% | 1.92% | 1.45% | 1.25% | 1.37% | 1.30% | 0.95% | 0.34% | 0.00% | 0.00% |
VBK Vanguard Small-Cap Growth ETF | 0.54% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% |
Drawdowns
PSC vs. VBK - Drawdown Comparison
The maximum PSC drawdown since its inception was -46.75%, smaller than the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for PSC and VBK. For additional features, visit the drawdowns tool.
Volatility
PSC vs. VBK - Volatility Comparison
Principal U.S. Small Cap Multi-Factor ETF (PSC) has a higher volatility of 5.44% compared to Vanguard Small-Cap Growth ETF (VBK) at 5.18%. This indicates that PSC's price experiences larger fluctuations and is considered to be riskier than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.