PSC vs VBR

APSC

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,197VBR · PSC $15,088

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common10.3%PSC and VBR

PSC

VBR

Principal U.S. Small-Cap Multi-Factor ETF · $2.7BVanguard Morningstar Small-Cap Value ETF · $35.1B

+20.5%3 years · per year$17,510 · $16,848+19.0%

+8.6%5 years · per year$15,088 · $15,197+8.7%

0.38%Expense ratio$38 · $5 on $10k · lower wins0.05%

0.61%12-mo yield$61 · $183 on $10k1.83%

−10.0%Worst dropSmaller wins−8.9%

17.1%VolatilityLower wins14.2%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSC · VBR

0.5%MOG-A0.2%

0.3%VSAT0.2%

0.6%FCFS0.2%

0.3%ZWS0.2%

Held in common10.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSC vs VBR

PSC

Principal U.S. Small-Cap Multi-Factor

$15,088

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasurePSCVBR

Fee0.38%0.05%

Cost on $10k a year$38$5

Yield0.61%1.83%

5 years, per year+8.6%+8.7%

3 years, per year+20.5%+19.0%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y17.1%14.2%

5–1measures won
VBR first

10.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PSC, VBR

Today

10.3%most shared, PSC and VBR

PSCVBR

PSC—10.3%

VBR10.3%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

PSC$61 − $38 = $23

KeptFee

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