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$15,088PSC · 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%0.61%+15.4%+17.2%+20.5%+8.6%−10.0%17.1%$2.7B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: PSC 2016 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Small-Cap Multi-Factor ETF · $2.7B$15,088

PSC

IWM

iShares Russell 2000 ETF · $75.4B$12,766

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

PSCMeasureIWM

+15.4%Year to dateJan 1 → Nov 6+11.9%

+17.2%1 yearTotal return+13.0%

+20.5%3 years · per year$10,000 became $17,510 · $17,100+19.6%

+8.6%5 years · per year$10,000 became $15,088 · $12,766+5.0%

0.38%Expense ratio$38 · $19 a year on $10k · lower is better0.19%

0.61%Trailing 12-mo yield$61 · $100 a year on $10k1.00%

−10.0%Worst dropSmaller is better−11.1%

17.1%VolatilityLower is calmer18.7%

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

6–2PSC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSC vs IWM: Top 5 Holdings

Today

PSC

4.4%in top 5

IWM

in top 51.8%

PSCStockIWM

1.0%ZETAnot top 5

0.9%EAT0.3%

0.9%FRSHnot top 5

0.8%BKHnot top 5

0.8%TXGnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5RHP0.3%

Held in common39.6%

End-of-day Nov 6, 2026 · share of each fund

PSC vs IWM Returns, Every Period

PrincipalPSC

+8.6%

5 years, per year

IWMiShares

+5.0%

5 years, per year

PSCIWMFaded: behind in that period

4–0PSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PSC vs IWM

YTD

PrincipalPSC

+15.4%

IWMiShares

+11.9%

+15.4%Year to date+11.9%

−10.0%Worst drop · 1Y−11.1%

17.1%Volatility · 1Y18.7%

0.6%Yield1.0%

$2.7BAssets$75.4B

3–1PSC wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: PSC, IWM

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

PSC0.61%$61

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

PSC$61 − $38 = $23

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.2%PSC, at 17.1% volatility

PSCWorst drop−10.0%17.1% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWMPSC

+11.9%Year to date+15.4%

1.0%Yield0.6%

+13.0%Past year+17.2%

0.19%Fee0.38%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026