Compare · 2 funds side by side · dividends reinvested

PSC and IWF

PSCPrincipal×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

PSC and IWF, 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 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

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: PSC 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

PSC

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PSCMeasureIWF

+20.4%Year to dateJan 1 → Nov 4−0.1%

+23.2%1 yearTotal return−3.0%

+23.0%3 years · per year$10,000 became $18,603 · $18,310+22.3%

+9.6%5 years · per year$10,000 became $15,837 · $16,559+10.6%

0.38%Expense ratio$38 · $18 a year on $10k · lower is better0.18%

0.58%Trailing 12-mo yield$58 · $37 a year on $10k0.37%

−10.0%Worst dropSmaller is better−15.6%

16.7%VolatilityLower is calmer18.3%

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

6–2PSC wins

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 IWF: Top 5 Holdings

Today

PSC

4.7%in top 5

IWF

in top 539.3%

PSCStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

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

Held in common0.0%

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

PSC vs IWF Returns, Every Period

PrincipalPSC

+9.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

PSCIWFFaded: behind in that period

3–1PSC wins

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

PSC vs IWF

YTD

PrincipalPSC

+20.4%

IWFiShares

−0.1%

+20.4%Year to date−0.1%

−10.0%Worst drop · 1Y−15.6%

16.7%Volatility · 1Y18.3%

0.6%Yield0.4%

$2.7BAssets$121B

4–0PSC wins

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

Cost, Income and Risk

Fees: PSC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

PSC0.38%$38

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

Yields: PSC, IWF

0.58%highest, PSC

FundTrailing yieldYield$10k

PSC0.58%$58

IWF0.37%$37

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

Income After Fees on $10,000

$20most kept, PSC

PSC$58 − $38 = $20

IWF$37 − $18 = $19

KeptFee

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

Overlap: PSC, IWF

Today

0.0%most shared, PSC and IWF

PSCIWF

PSC—0.0%

IWF0.0%—

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

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

PSCIWF

+20.4%Year to date−0.1%

0.6%Yield0.4%

+23.2%Past year−3.0%

0.38%Fee0.18%

3–1PSC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

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