Compare · 2 funds side by side · dividends reinvested

PSC and VTV

PSCPrincipal×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

PSC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

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%$2.7B1.9

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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Small-Cap Multi-Factor ETF · $2.7B$14,954

PSC

VTV

Vanguard Morningstar Value ETF · $184B$17,626

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

PSCMeasureVTV

+20.4%Year to dateJan 1 → Nov 5+22.8%

+23.2%1 yearTotal return+27.5%

+23.0%3 years · per year$10,000 became $18,603 · $18,551+22.9%

+9.6%5 years · per year$10,000 became $15,837 · $18,352+12.9%

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

0.58%Trailing 12-mo yield$58 · $180 a year on $10k1.80%

−10.0%Worst dropSmaller is better−6.4%

16.7%VolatilityLower is calmer10.2%

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

1–7VTV wins

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

More Ways to See the Pairs

PSC vs VTV: Top 5 Holdings

Today

PSC

4.6%in top 5

VTV

in top 515.8%

PSCStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

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

PSC vs VTV Returns, Every Period

PrincipalPSC

+9.6%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

PSCVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PSC vs VTV

YTD

PrincipalPSC

+20.4%

VTVVanguard

+22.8%

+20.4%Year to date+22.8%

−10.0%Worst drop · 1Y−6.4%

16.7%Volatility · 1Y10.2%

0.6%Yield1.8%

$2.7BAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSC, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

PSC0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PSC, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

PSC0.58%$58

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

PSC$58 − $38 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PSC, VTV

Today

0.0%most shared, PSC and VTV

PSCVTV

PSC—0.0%

VTV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

PSCWorst drop−10.0%16.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVPSC

+22.8%Year to date+20.4%

1.8%Yield0.6%

+27.5%Past year+23.2%

0.03%Fee0.38%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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