Compare · 2 funds side by side · dividends reinvested

PSC and SPY

PSCPrincipal×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

PSC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

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%$2.7B1.8

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

PSC

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

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

PSCMeasureSPY

+20.4%Year to dateJan 1 → Nov 4+13.3%

+23.2%1 yearTotal return+13.4%

+23.0%3 years · per year$10,000 became $18,603 · $19,132+24.1%

+9.6%5 years · per year$10,000 became $15,837 · $18,060+12.6%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

0.58%Trailing 12-mo yield$58 · $99 a year on $10k0.99%

−10.0%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer12.9%

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

2–6SPY 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 SPY: Top 5 Holdings

Today

PSC

4.7%in top 5

SPY

in top 527.3%

PSCStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

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 SPY Returns, Every Period

PrincipalPSC

+9.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

PSCSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: PSC vs SPY

YTD

PrincipalPSC

+20.4%

SPYSPDR

+13.3%

+20.4%Year to date+13.3%

−10.0%Worst drop · 1Y−8.9%

16.7%Volatility · 1Y12.9%

0.6%Yield1.0%

$2.7BAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: PSC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PSC0.38%$38

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

Yields: PSC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

PSC0.58%$58

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

PSC$58 − $38 = $20

KeptFee

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

Overlap: PSC, SPY

Today

0.0%most shared, PSC and SPY

PSCSPY

PSC—0.0%

SPY0.0%—

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

SPYWorst drop−8.9%12.9% 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

SPYPSC

+13.3%Year to date+20.4%

1.0%Yield0.6%

+13.4%Past year+23.2%

0.09%Fee0.38%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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