Compare · 2 funds side by side · dividends reinvested

PSC and VO

PSCPrincipal×VOVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,088PSC · best of the two

02 / 04

PSC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.61%+15.4%+17.2%+20.5%+8.6%−10.0%17.1%$2.6B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PSC 2016 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Small-Cap Multi-Factor ETF · $2.6B$15,088

PSC

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

PSCMeasureVO

+15.4%Year to dateJan 1 → Nov 6+10.6%

+17.2%1 yearTotal return+11.6%

+20.5%3 years · per year$10,000 became $17,510 · $16,701+18.6%

+8.6%5 years · per year$10,000 became $15,088 · $13,590+6.3%

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

0.61%Trailing 12-mo yield$61 · $139 a year on $10k1.39%

−10.0%Worst dropSmaller is better−8.2%

17.1%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSC vs VO: Top 5 Holdings

Today

PSC

4.4%in top 5

in top 55.3%

PSCStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.0%ZETAnot top 5

not top 5PSX1.0%

not top 5PWR1.0%

0.9%EATnot top 5

0.9%FRSHnot top 5

0.8%BKHnot top 5

0.8%TXGnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PSC vs VO Returns, Every Period

PrincipalPSC

+8.6%

5 years, per year

VOVanguard

+6.3%

5 years, per year

PSCVOFaded: behind in that period

4–0PSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PSC vs VO

YTD

PrincipalPSC

+15.4%

VOVanguard

+10.6%

+15.4%Year to date+10.6%

−10.0%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y12.9%

0.6%Yield1.4%

$2.6BAssets$103B

3–1VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

PSC0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSC, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

PSC0.61%$61

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

PSC$61 − $38 = $23

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSC, VO

Today

0.0%most shared, PSC and VO

PSCVO

PSC—0.0%

VO0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.2%PSC, at 17.1% volatility

VOWorst drop−8.2%12.9% vol

PSCWorst drop−10.0%17.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOPSC

+10.6%Year to date+15.4%

1.4%Yield0.6%

+11.6%Past year+17.2%

0.03%Fee0.38%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026