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

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

PSC

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

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

VBMeasurePSC

+14.4%Year to dateJan 1 → Nov 3+18.6%

+16.2%1 yearTotal return+21.3%

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

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

0.03%Expense ratio$3 · $38 a year on $10k · lower is better0.38%

1.25%Trailing 12-mo yield$125 · $59 a year on $10k0.59%

−9.0%Worst dropSmaller is better−10.0%

15.7%VolatilityLower is calmer16.7%

VBPSC 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

VB vs PSC: Top 5 Holdings

Today

2.9%in top 5

PSC

in top 54.5%

VBStockPSC

not top 5ZETA1.1%

not top 5FRSH0.9%

not top 5TXG0.9%

not top 5EAT0.9%

not top 5TWST0.8%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common10.6%

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

VB vs PSC Returns, Every Period

VanguardVB

+6.5%

5 years, per year

PSCPrincipal

+8.8%

5 years, per year

VBPSCFaded: behind in that period

0–4PSC wins

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

VB vs PSC

YTD

VanguardVB

+14.4%

PSCPrincipal

+18.6%

+14.4%Year to date+18.6%

−9.0%Worst drop · 1Y−10.0%

15.7%Volatility · 1Y16.7%

1.2%Yield0.6%

$76.9BAssets$2.7B

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