Compare · 2 funds side by side · dividends reinvested

PSET and USMV

PSETPrincipal×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,057PSET · best of the two

02 / 04

PSET and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.1

Principal Quality ETFUS Stock Styles · Factor0.15%0.76%+5.2%+4.5%+14.6%+8.5%−12.9%12.8%$26M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: PSET 2016 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Principal Quality ETF · $26M$15,057

PSET

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested

PSETMeasureUSMV

+5.2%Year to dateJan 1 → Nov 4+12.1%

+4.5%1 yearTotal return+14.3%

+14.6%3 years · per year$10,000 became $15,052 · $15,388+15.5%

+8.5%5 years · per year$10,000 became $15,058 · $14,754+8.1%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

0.76%Trailing 12-mo yield$76 · $135 a year on $10k1.35%

−12.9%Worst dropSmaller is better−6.5%

12.8%VolatilityLower is calmer8.7%

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

1–6USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSET vs USMV: Top 5 Holdings

Today

PSET

[…]in top 5

USMV

in top 57.8%

PSETStockUSMV

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PSET vs USMV Returns, Every Period

PrincipalPSET

+8.5%

5 years, per year

USMViShares

+8.1%

5 years, per year

PSETUSMVFaded: behind in that period

1–3USMV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PSET vs USMV

YTD

PrincipalPSET

+5.2%

USMViShares

+12.1%

+5.2%Year to date+12.1%

−12.9%Worst drop · 1Y−6.5%

12.8%Volatility · 1Y8.7%

0.8%Yield1.3%

$25.5MAssets$24.1B

4–0USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSET, USMV

Today

0.15%lowest, PSET

FundExpense ratioFee$10k

PSET0.15%$15

USMV0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSET, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

PSET0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

PSET$76 − $15 = $61

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSET, USMV

Today

[…]holdings […]

PSETUSMV

PSET—[…]

USMV[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

PSETWorst drop−12.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVPSET

+12.1%Year to date+5.2%

1.3%Yield0.8%

+14.3%Past year+4.5%

0.15%Fee0.15%

3–0USMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026