PSC vs. VOO
Compare and contrast key facts about Principal U.S. Small Cap Multi-Factor ETF (PSC) and Vanguard S&P 500 ETF (VOO).
PSC and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both PSC and VOO 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 VOO.
Correlation
The correlation between PSC and VOO is 0.69, 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. VOO - Performance Comparison
Key characteristics
PSC:
0.92
VOO:
1.82
PSC:
1.40
VOO:
2.45
PSC:
1.17
VOO:
1.33
PSC:
1.73
VOO:
2.75
PSC:
4.24
VOO:
11.49
PSC:
4.14%
VOO:
2.02%
PSC:
19.22%
VOO:
12.76%
PSC:
-46.75%
VOO:
-33.99%
PSC:
-5.42%
VOO:
-1.52%
Returns By Period
In the year-to-date period, PSC achieves a 4.25% return, which is significantly higher than VOO's 2.49% return.
PSC
4.25%
3.44%
10.40%
15.82%
11.98%
N/A
VOO
2.49%
1.86%
13.45%
22.13%
14.38%
13.31%
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PSC vs. VOO - Expense Ratio Comparison
PSC has a 0.38% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PSC vs. VOO — Risk-Adjusted Performance Rank
PSC
VOO
PSC vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
PSC's dividend yield for the trailing twelve months is around 0.71%, less than VOO's 1.21% 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% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PSC vs. VOO - Drawdown Comparison
The maximum PSC drawdown since its inception was -46.75%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PSC and VOO. For additional features, visit the drawdowns tool.
Volatility
PSC vs. VOO - Volatility Comparison
Principal U.S. Small Cap Multi-Factor ETF (PSC) has a higher volatility of 4.86% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that PSC's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.