Compare · 2 funds side by side · dividends reinvested

VB and PSC

VBVanguard×PSCPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,837PSC · best of the two

02 / 04

VB and PSC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.5

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%$2.7B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: VB 2004 · PSC 2016

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

PSC

Principal U.S. Small-Cap Multi-Factor ETF · $2.7B$15,837

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

VBMeasurePSC

+15.8%Year to dateJan 1 → Nov 4+20.4%

+17.9%1 yearTotal return+23.2%

+20.5%3 years · per year$10,000 became $17,489 · $18,603+23.0%

+7.1%5 years · per year$10,000 became $14,105 · $15,837+9.6%

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

1.23%Trailing 12-mo yield$123 · $58 a year on $10k0.58%

−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 4, 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 54.7%

VBStockPSC

not top 5ZETA1.1%

not top 5FRSH0.9%

not top 5TXG0.9%

not top 5TWST0.9%

not top 5EAT0.8%

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 common10.5%

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

VB vs PSC Returns, Every Period

VanguardVB

+7.1%

5 years, per year

PSCPrincipal

+9.6%

5 years, per year

VBPSCFaded: behind in that period

0–4PSC wins

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

VB vs PSC

YTD

VanguardVB

+15.8%

PSCPrincipal

+20.4%

+15.8%Year to date+20.4%

−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 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VB, PSC

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

PSC0.38%$38

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

Yields: VB, PSC

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

PSC0.58%$58

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

PSC$58 − $38 = $20

KeptFee

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

Overlap: VB, PSC

Today

10.5%most shared, VB and PSC

VBPSC

VB—10.5%

PSC10.5%—

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

Return vs Bumpiness: 2 ETFs

+23.2%PSC, at 16.7% volatility

VBWorst drop−9.0%15.7% vol

PSCWorst drop−10.0%16.7% vol

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

Paid More vs Made More

YTD

VBPSC

+15.8%Year to date+20.4%

1.2%Yield0.6%

+17.9%Past year+23.2%

0.03%Fee0.38%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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