Compare · 2 funds side by side · dividends reinvested

PSC and DFAS

PSCPrincipal×DFASDimensional×

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

02 / 04

PSC and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.59%+18.6%+21.3%+22.5%+8.8%−10.0%16.7%$2.7B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.5

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: PSC 2016 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

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

PSC

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,758

$10,000 five years ago, dividends reinvested · they hold 24.5% in common

PSCMeasureDFAS

+18.6%Year to dateJan 1 → Nov 4+15.7%

+21.3%1 yearTotal return+19.0%

+22.5%3 years · per year$10,000 became $18,369 · $16,881+19.1%

+8.8%5 years · per year$10,000 became $15,255 · $14,320+7.4%

0.38%Expense ratio$38 · $30 a year on $10k · lower is better0.30%

0.59%Trailing 12-mo yield$59 · $101 a year on $10k1.01%

−10.0%Worst dropSmaller is better−9.4%

16.7%VolatilityLower is calmer15.3%

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

4–4Level

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

More Ways to See the Pairs

PSC vs DFAS: Top 5 Holdings

Today

PSC

4.7%in top 5

DFAS

in top 51.4%

PSCStockDFAS

1.1%ZETAnot top 5

0.9%FRSHnot top 5

0.9%TXGnot top 5

0.9%TWSTnot top 5

0.8%EATnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common24.5%

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

PSC vs DFAS Returns, Every Period

PrincipalPSC

+8.8%

5 years, per year

DFASDimensional

+7.4%

5 years, per year

PSCDFASFaded: behind in that period

4–0PSC wins

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

PSC vs DFAS

YTD

PrincipalPSC

+18.6%

DFASDimensional

+15.7%

+18.6%Year to date+15.7%

−10.0%Worst drop · 1Y−9.4%

16.7%Volatility · 1Y15.3%

0.6%Yield1.0%

$2.7BAssets$34.7B

3–1DFAS wins

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

Cost, Income and Risk

Fees: PSC, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

PSC0.38%$38

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

Yields: PSC, DFAS

1.01%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.01%$101

PSC0.59%$59

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

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

PSC$59 − $38 = $21

KeptFee

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

Overlap: PSC, DFAS

Today

24.5%most shared, PSC and DFAS

PSCDFAS

PSC—24.5%

DFAS24.5%—

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

Return vs Bumpiness: 2 ETFs

+21.3%PSC, at 16.7% volatility

DFASWorst drop−9.4%15.3% vol

PSCWorst drop−10.0%16.7% vol

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

Paid More vs Made More

YTD

DFASPSC

+15.7%Year to date+18.6%

1.0%Yield0.6%

+19.0%Past year+21.3%

0.30%Fee0.38%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026