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$14,954PSC · 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%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B1.5

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.61%+15.4%+19.2%+20.9%+8.4%−10.0%17.2%$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 5, 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$13,310

PSC

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

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

VBMeasurePSC

+11.2%Year to dateJan 1 → Nov 5+15.4%

+14.6%1 yearTotal return+19.2%

+18.5%3 years · per year$10,000 became $16,641 · $17,663+20.9%

+5.9%5 years · per year$10,000 became $13,310 · $14,954+8.4%

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

1.28%Trailing 12-mo yield$129 · $61 a year on $10k0.61%

−9.0%Worst dropSmaller is better−10.0%

16.2%VolatilityLower is calmer17.2%

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

4–4Level

End-of-day Nov 5, 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 54.6%

VBStockPSC

not top 5ZETA1.1%

not top 5TXG0.9%

not top 5TWST0.9%

not top 5EAT0.9%

not top 5FRSH0.9%

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 5, 2026 · share of each fund

VB vs PSC Returns, Every Period

VanguardVB

+5.9%

5 years, per year

PSCPrincipal

+8.4%

5 years, per year

VBPSCFaded: behind in that period

0–4PSC wins

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

VB vs PSC

YTD

VanguardVB

+11.2%

PSCPrincipal

+15.4%

+11.2%Year to date+15.4%

−9.0%Worst drop · 1Y−10.0%

16.2%Volatility · 1Y17.2%

1.3%Yield0.6%

$76.9BAssets$2.7B

3–1VB wins

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

Yields: VB, PSC

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$129

PSC0.61%$61

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

PSC$61 − $38 = $23

KeptFee

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

Return vs Bumpiness: 2 ETFs

+19.2%PSC, at 17.2% volatility

VBWorst drop−9.0%16.2% vol

PSCWorst drop−10.0%17.2% vol

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

Paid More vs Made More

YTD

VBPSC

+11.2%Year to date+15.4%

1.3%Yield0.6%

+14.6%Past year+19.2%

0.03%Fee0.38%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026