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%0.58%+20.4%+23.2%+23.0%+9.6%−10.0%16.7%$2.7B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−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

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

DFAS

PSC

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

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

DFASMeasurePSC

+17.0%Year to dateJan 1 → Nov 4+20.4%

+20.4%1 yearTotal return+23.2%

+19.3%3 years · per year$10,000 became $16,976 · $18,603+23.0%

+8.1%5 years · per year$10,000 became $14,758 · $15,837+9.6%

0.30%Expense ratio$30 · $38 a year on $10k · lower is better0.38%

1.00%Trailing 12-mo yield$100 · $58 a year on $10k0.58%

−9.4%Worst dropSmaller is better−10.0%

15.3%VolatilityLower is calmer16.7%

DFASPSC 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

DFAS vs PSC: Top 5 Holdings

Today

DFAS

1.4%in top 5

PSC

in top 54.7%

DFASStockPSC

not top 5ZETA1.1%

not top 5FRSH0.9%

not top 5TXG0.9%

not top 5TWST0.9%

not top 5EAT0.8%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common24.5%

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

DFAS vs PSC Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

PSCPrincipal

+9.6%

5 years, per year

DFASPSCFaded: behind in that period

0–4PSC wins

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

DFAS vs PSC

YTD

DimensionalDFAS

+17.0%

PSCPrincipal

+20.4%

+17.0%Year to date+20.4%

−9.4%Worst drop · 1Y−10.0%

15.3%Volatility · 1Y16.7%

1.0%Yield0.6%

$34.7BAssets$2.7B

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

1.00%highest, DFAS

FundTrailing yieldYield$10k

DFAS1.00%$100

PSC0.58%$58

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

PSC$58 − $38 = $20

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

+23.2%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

+17.0%Year to date+20.4%

1.0%Yield0.6%

+20.4%Past year+23.2%

0.30%Fee0.38%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026