Compare · 2 funds side by side · dividends reinvested

PSC and VB

PSCPrincipal×VBVanguard×

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 VB, 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%$2.7B1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.4%+16.2%+20.3%+6.5%−9.0%15.7%$76.9B1.5

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 · VB 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

PSC

Vanguard Morningstar Small-Cap ETF · $76.9B$13,687

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

PSCMeasureVB

+18.6%Year to dateJan 1 → Nov 3+14.4%

+21.3%1 yearTotal return+16.2%

+22.5%3 years · per year$10,000 became $18,369 · $17,404+20.3%

+8.8%5 years · per year$10,000 became $15,255 · $13,687+6.5%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

0.59%Trailing 12-mo yield$59 · $125 a year on $10k1.25%

−10.0%Worst dropSmaller is better−9.0%

16.7%VolatilityLower is calmer15.7%

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

4–4Level

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

More Ways to See the Pairs

PSC vs VB: Top 5 Holdings

Today

PSC

4.5%in top 5

in top 52.9%

PSCStockVB

1.1%ZETAnot top 5

0.9%FRSHnot top 5

0.9%TXGnot top 5

0.9%EATnot top 5

0.8%TWSTnot top 5

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common10.6%

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

PSC vs VB Returns, Every Period

PrincipalPSC

+8.8%

5 years, per year

VBVanguard

+6.5%

5 years, per year

PSCVBFaded: behind in that period

4–0PSC wins

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

PSC vs VB

YTD

PrincipalPSC

+18.6%

VBVanguard

+14.4%

+18.6%Year to date+14.4%

−10.0%Worst drop · 1Y−9.0%

16.7%Volatility · 1Y15.7%

0.6%Yield1.2%

$2.7BAssets$76.9B

3–1VB wins

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

Cost, Income and Risk

Fees: PSC, VB

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

PSC0.38%$38

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

Yields: PSC, VB

1.25%highest, VB

FundTrailing yieldYield$10k

VB1.25%$125

PSC0.59%$59

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

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

PSC$59 − $38 = $21

KeptFee

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

Overlap: PSC, VB

Today

10.6%most shared, PSC and VB

PSCVB

PSC—10.6%

VB10.6%—

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

VBWorst drop−9.0%15.7% vol

PSCWorst drop−10.0%16.7% vol

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

Paid More vs Made More

YTD

VBPSC

+14.4%Year to date+18.6%

1.2%Yield0.6%

+16.2%Past year+21.3%

0.03%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