Compare · 2 funds side by side · dividends reinvested

PSC and SPYM

PSCPrincipal×SPYMSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $7,926 · 2022SPYM$17,164PSC$14,954Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two
02 / 04

PSC and SPYM, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.3
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 5, 2026 · returns include dividends · since: PSC 2016 · SPYM 2005
@TheETFTracker·theetftracker.com

Head to Head

5Y
Principal U.S. Small-Cap Multi-Factor ETF · $2.7B$14,954
PSC
SPYM
State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

PSCMeasureSPYM
+20.4%Year to dateJan 1 → Nov 5+13.4%
+23.2%1 yearTotal return+13.5%
+23.0%3 years · per year$10,000 became $18,603 · $19,186+24.3%
+9.6%5 years · per year$10,000 became $15,837 · $18,126+12.6%
0.38%Expense ratio$38 · $2 a year on $10k · lower is better0.02%
0.58%Trailing 12-mo yield$58 · $101 a year on $10k1.01%
−10.0%Worst dropSmaller is better−8.9%
16.7%VolatilityLower is calmer12.8%
PSCSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SPYM wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

PSC vs SPYM: Top 5 Holdings

Today
PSC
4.6%in top 5
in top 527.7%
PSCStockSPYM
not top 5AAPL7.7%
not top 5NVDA7.3%
not top 5MSFT6.2%
not top 5AMZN3.9%
not top 5GOOGL2.6%
1.1%ZETAnot top 5
0.9%TXGnot top 5
0.9%TWSTnot top 5
0.9%EATnot top 5
0.9%FRSHnot top 5
Held in common0.0%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

PSC vs SPYM Returns, Every Period

5Y
PrincipalPSC
+9.6%
5 years, per year
SPYMSPDR
+12.6%
5 years, per year
0%+10%+20%+30%+20.4%+13.4%YTD+23.2%+13.5%1 year+23.0%+24.3%3 yrs · yr+9.6%+12.6%5 yrs · yr
PSCSPYMFaded: behind in that period
2–2Level
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Core: PSC vs SPYM

YTD
PrincipalPSC
+20.4%
SPYMSPDR
+13.4%
Jan 1Nov 5+20.4%+13.4%
+20.4%Year to date+13.4%
−10.0%Worst drop · 1Y−8.9%
16.7%Volatility · 1Y12.8%
0.6%Yield1.0%
$2.7BAssets$182B
3–1SPYM wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: PSC, SPYM

Today
0.02%lowest, SPYM
FundExpense ratioFee$10k
SPYM0.02%$2
PSC0.38%$38
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: PSC, SPYM

1Y
1.01%highest, SPYM
FundTrailing yieldYield$10k
SPYM1.01%$101
PSC0.58%$58
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$99most kept, SPYM
SPYM$101 − $2 = $99
PSC$58 − $38 = $20
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: PSC, SPYM

Today
0.0%most shared, PSC and SPYM
PSCSPYM
PSC—0.0%
SPYM0.0%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+23.2%PSC, at 16.7% volatility
0%+10%+20%+30%5%10%15%20%Volatility · 1 year → bumpierPSC +23.2%SPYM +13.5%
SPYMWorst drop−8.9%12.8% vol
PSCWorst drop−10.0%16.7% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 5+13.4%+20.4%
+13.4%Year to date+20.4%
1.0%Yield0.6%
+13.5%Past year+23.2%
0.02%Fee0.38%
2–2level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 5+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 5+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 5+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com