Correlation
The correlation between PSC and VSTCX 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. VSTCX
Compare and contrast key facts about Principal U.S. Small Cap Multi-Factor ETF (PSC) and Vanguard Strategic Small-Cap Equity Fund (VSTCX).
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. VSTCX is managed by Vanguard. It was launched on Apr 24, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSC or VSTCX.
Performance
PSC vs. VSTCX - Performance Comparison
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Key characteristics
PSC:
0.29
VSTCX:
-0.13
PSC:
0.55
VSTCX:
-0.01
PSC:
1.07
VSTCX:
1.00
PSC:
0.27
VSTCX:
-0.11
PSC:
0.75
VSTCX:
-0.28
PSC:
8.32%
VSTCX:
13.56%
PSC:
23.76%
VSTCX:
26.89%
PSC:
-46.75%
VSTCX:
-62.79%
PSC:
-9.34%
VSTCX:
-19.92%
Returns By Period
In the year-to-date period, PSC achieves a -0.07% return, which is significantly higher than VSTCX's -5.44% return.
PSC
-0.07%
6.57%
-8.68%
5.63%
8.42%
15.52%
N/A
VSTCX
-5.44%
6.01%
-19.51%
-4.53%
3.41%
8.33%
2.74%
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PSC vs. VSTCX - Expense Ratio Comparison
PSC has a 0.38% expense ratio, which is higher than VSTCX's 0.26% expense ratio.
Risk-Adjusted Performance
PSC vs. VSTCX — Risk-Adjusted Performance Rank
PSC
VSTCX
PSC vs. VSTCX - 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 Strategic Small-Cap Equity Fund (VSTCX). 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. VSTCX - Dividend Comparison
PSC's dividend yield for the trailing twelve months is around 0.77%, less than VSTCX's 10.21% 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% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | 10.21% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 6.87% | 1.35% | 2.33% | 8.75% |
Drawdowns
PSC vs. VSTCX - Drawdown Comparison
The maximum PSC drawdown since its inception was -46.75%, smaller than the maximum VSTCX drawdown of -62.79%. Use the drawdown chart below to compare losses from any high point for PSC and VSTCX.
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Volatility
PSC vs. VSTCX - Volatility Comparison
Principal U.S. Small Cap Multi-Factor ETF (PSC) and Vanguard Strategic Small-Cap Equity Fund (VSTCX) have volatilities of 6.64% and 6.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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