Compare · 2 funds side by side · dividends reinvested

PSC and IWM

PSCPrincipal×IWMiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,255PSC · best of the two

02 / 04

PSC and IWM, 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%$2.7B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: PSC 2016 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.8B$13,064

IWM

PSC

Principal U.S. Small-Cap Multi-Factor ETF · $2.7B$15,255

$10,000 five years ago, dividends reinvested · they hold 39.6% in common

IWMMeasurePSC

+14.4%Year to dateJan 1 → Nov 3+18.6%

+14.8%1 yearTotal return+21.3%

+21.3%3 years · per year$10,000 became $17,832 · $18,369+22.5%

+5.5%5 years · per year$10,000 became $13,064 · $15,255+8.8%

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

0.98%Trailing 12-mo yield$98 · $59 a year on $10k0.59%

−11.1%Worst dropSmaller is better−10.0%

18.1%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 3, 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 54.5%

IWMStockPSC

not top 5ZETA1.1%

not top 5FRSH0.9%

not top 5TXG0.9%

not top 5EAT0.9%

0.3%TWST0.8%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%FROGnot top 5

0.3%MOG-Anot top 5

Held in common39.6%

End-of-day Nov 3, 2026 · share of each fund

IWM vs PSC Returns, Every Period

iSharesIWM

+5.5%

5 years, per year

PSCPrincipal

+8.8%

5 years, per year

IWMPSCFaded: behind in that period

0–4PSC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWM vs PSC

YTD

iSharesIWM

+14.4%

PSCPrincipal

+18.6%

+14.4%Year to date+18.6%

−11.1%Worst drop · 1Y−10.0%

18.1%Volatility · 1Y16.7%

1.0%Yield0.6%

$75.8BAssets$2.7B

3–1PSC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSC, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

PSC0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PSC, IWM

0.98%highest, IWM

FundTrailing yieldYield$10k

IWM0.98%$98

PSC0.59%$59

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

PSC$59 − $38 = $21

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PSC, IWM

Today

39.6%most shared, PSC and IWM

PSCIWM

PSC—39.6%

IWM39.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.3%PSC, at 16.7% volatility

PSCWorst drop−10.0%16.7% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWMPSC

+14.4%Year to date+18.6%

1.0%Yield0.6%

+14.8%Past year+21.3%

0.19%Fee0.38%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

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 3, 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 3, 2026