Compare · 2 funds side by side · dividends reinvested

PSC and VBR

PSCPrincipal×VBRVanguard×

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 VBR, 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 Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.5

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 · VBR 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

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

PSCMeasureVBR

+18.6%Year to dateJan 1 → Nov 3+17.4%

+21.3%1 yearTotal return+21.0%

+22.5%3 years · per year$10,000 became $18,369 · $17,478+20.5%

+8.8%5 years · per year$10,000 became $15,255 · $15,249+8.8%

0.38%Expense ratio$38 · $5 a year on $10k · lower is better0.05%

0.59%Trailing 12-mo yield$59 · $180 a year on $10k1.80%

−10.0%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer13.9%

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

3–4VBR wins

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 VBR: Top 5 Holdings

Today

PSC

4.5%in top 5

VBR

in top 53.3%

PSCStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common10.3%

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

PSC vs VBR Returns, Every Period

PrincipalPSC

+8.8%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

PSCVBRFaded: behind in that period

3–0PSC wins

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

PSC vs VBR

YTD

PrincipalPSC

+18.6%

VBRVanguard

+17.4%

+18.6%Year to date+17.4%

−10.0%Worst drop · 1Y−8.9%

16.7%Volatility · 1Y13.9%

0.6%Yield1.8%

$2.7BAssets$35.1B

3–1VBR wins

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

Cost, Income and Risk

Fees: PSC, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

PSC0.38%$38

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

Yields: PSC, VBR

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

PSC0.59%$59

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

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

PSC$59 − $38 = $21

KeptFee

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

Overlap: PSC, VBR

Today

10.3%most shared, PSC and VBR

PSCVBR

PSC—10.3%

VBR10.3%—

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

VBRWorst drop−8.9%13.9% 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

VBRPSC

+17.4%Year to date+18.6%

1.8%Yield0.6%

+21.0%Past year+21.3%

0.05%Fee0.38%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026