Compare · 2 funds side by side · dividends reinvested

IWM and PSC

IWMiShares×PSCPrincipal×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,837PSC · best of the two

02 / 04

IWM and PSC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.58%+20.4%+23.2%+23.0%+9.6%−10.0%16.7%$2.7B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · PSC 2016

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

PSC

Principal U.S. Small-Cap Multi-Factor ETF · $2.7B$15,837

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

IWMMeasurePSC

+16.2%Year to dateJan 1 → Nov 4+20.4%

+16.9%1 yearTotal return+23.2%

+21.6%3 years · per year$10,000 became $18,002 · $18,603+23.0%

+6.2%5 years · per year$10,000 became $13,509 · $15,837+9.6%

0.19%Expense ratio$19 · $38 a year on $10k · lower is better0.38%

0.96%Trailing 12-mo yield$96 · $58 a year on $10k0.58%

−11.1%Worst dropSmaller is better−10.0%

18.2%VolatilityLower is calmer16.7%

IWMPSC Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6PSC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs PSC: Top 5 Holdings

Today

IWM

1.9%in top 5

PSC

in top 54.7%

IWMStockPSC

not top 5ZETA1.1%

not top 5FRSH0.9%

not top 5TXG0.9%

not top 5TWST0.9%

not top 5EAT0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common39.3%

End-of-day Nov 4, 2026 · share of each fund

IWM vs PSC Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

PSCPrincipal

+9.6%

5 years, per year

IWMPSCFaded: behind in that period

0–4PSC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs PSC

YTD

iSharesIWM

+16.2%

PSCPrincipal

+20.4%

+16.2%Year to date+20.4%

−11.1%Worst drop · 1Y−10.0%

18.2%Volatility · 1Y16.7%

1.0%Yield0.6%

$77.4BAssets$2.7B

3–1PSC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, PSC

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

PSC0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, PSC

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

PSC0.58%$58

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

PSC$58 − $38 = $20

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, PSC

Today

39.3%most shared, IWM and PSC

IWMPSC

IWM—39.3%

PSC39.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.2%PSC, at 16.7% volatility

PSCWorst drop−10.0%16.7% vol

IWMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWMPSC

+16.2%Year to date+20.4%

1.0%Yield0.6%

+16.9%Past year+23.2%

0.19%Fee0.38%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026