IJR vs PSC
YTDYear to date
IJR wins+0.0 pts
Past year
IJR wins+0.4 pts
Fee
IJR winslower fee
Yield
IJR wins+0.6 pts
AUM
IJR38.4× more
4–0IJR wins
IJR and PSC · year-to-date · as of Nov 6, 2026 · AUM not scored
PSC vs S&P 500
1D$66.31 · 0.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D ▼1M3MYTD1Y3Y5YMAX
Total return0.0%−1.5%−4.9%+15.4%+17.2%+75.1%+50.9%+194.3%
Peer average0.0%−0.3%−5.9%+14.1%+16.4%+64.1%+34.5%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Principal PSC and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
PSC’s Holdings
TodayZETAZeta Global A 0011.0%EAT0.9%FRSH0.9%BKH0.8%TXG0.8%TWST0.8%WT0.8%MRX0.8%BFH0.7%BTSG0.7%QLYS0.7%CAKE0.7%CTRE0.7%AEO0.6%HAE0.6%SIG0.6%TCBI0.6%TGTX0.6%URBN0.6%HQY0.6%SEZL0.6%FCFS0.6%
ZETAZeta Global A 0011.0%EAT0.9%FRSH0.9%BKH0.8%TXG0.8%TWST0.8%WT0.8%MRX0.8%BFH0.7%BTSG0.7%QLYS0.7%CAKE0.7%
HealthcareFinancial ServicesTechnologyConsumer CyclicalOther
Principal PSC · 485 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
All 111 Small Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | Core S&P Small-CapReadDesk | 0.06% | 1.2% | +15.5% | +15.5% | $104B | |
| 2 | VB | Morningstar Small-CapReadDesk | 0.03% | 1.3% | +11.8% | +11.8% | $76.9B | |
| 3 | IWM | Russell 2000ReadDesk | 0.19% | 1.0% | +11.9% | +11.9% | $75.4B | |
| 4 | VBR | Morningstar Small-Cap ValueReadDesk | 0.05% | 1.8% | +15.9% | +15.9% | $35.1B | |
| 5 | DFAS | Dimensional - US Small CapReadDesk | 0.30% | 1.0% | +12.7% | +12.7% | $33.8B | |
| 6 | AVUV | Avantis U.S. Small Cap ValueReadDesk | 0.25% | 1.3% | +18.5% | +18.5% | $32.9B | |
| 7 | DFSV | U.S. Small Cap Value Portfolio ClassReadDesk | 0.31% | 1.4% | +17.9% | +17.9% | $27.2B | |
| 8 | VBK | Morningstar Small-Cap GrowthReadDesk | 0.05% | 0.4% | +6.3% | +6.3% | $22.8B | |
| 9 | SCHA | U.S. Small-CapReadDesk | 0.03% | 1.1% | +13.7% | +13.7% | $21.5B | |
| 10 | VTWO | Russell 2000ReadDesk | 0.06% | 1.2% | +12.0% | +12.0% | $16.6B | |
| 11 | SPSM | State Street SPDR Portfolio S&P 600 Small CapReadDesk | 0.03% | 1.5% | +15.5% | +15.5% | $16.3B | |
| 12 | IWN | Russell 2000 ValueReadDesk | 0.24% | 1.5% | +17.5% | +17.5% | $13.9B | |
| 13 | IWO | Russell 2000 GrowthReadDesk | 0.24% | 0.5% | +6.7% | +6.7% | $13.4B | |
| 14 | IJS | S&P Small-Cap 600 ValueReadDesk | 0.18% | 1.4% | +15.7% | +15.7% | $7.6B | |
| 15 | IJT | S&P Small-Cap 600 GrowthReadDesk | 0.18% | 0.8% | +14.9% | +14.9% | $7.2B | |
| 16 | FESM | Fidelity Enhanced Small CapReadDesk | 0.28% | 0.9% | +18.2% | +18.2% | $6.7B |
1–16 of 111Page 1 of 7
Small Cap · current AUM · as of Nov 6, 2026
PSC Payouts by Year
11YLatest payout, Oct 2026
$0.13
a share · every quarter
0.6% yield
0.6% yield
11 years added up
$4.52 a share
$4.52 a share
Principal PSC · per-share distributions by ex-date · 2016–2026
PSC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJR | iShares Core S&P Small-Cap ETFReadVersus | 0.06% | 1.2% | +0.1% | +15.5% | +17.6% | $104B | |
| 2 | VB | Vanguard Morningstar Small-Cap ETFReadVersus | 0.03% | 1.3% | +0.6% | +11.8% | +14.0% | $76.9B | |
| 3 | IWM | iShares Russell 2000 ETFReadVersus | 0.19% | 1.0% | +1.0% | +11.9% | +13.0% | $75.4B | |
| 4 | VBR | Vanguard Morningstar Small-Cap Value ETFReadVersus | 0.05% | 1.8% | 0.0% | +15.9% | +19.5% | $35.1B | |
| 5 | DFAS | Dimensional - US Small Cap ETFReadVersus | 0.30% | 1.0% | +0.1% | +12.7% | +15.9% | $33.8B | |
| 6 | PSC | Principal U.S. Small-Cap Multi-Factor ETFThis fund | 0.38% | 0.6% | 0.0% | +15.4% | +17.2% | $2.7B |
#40 of 97 this year · #58 cheapest of 111 · sorted by assetsOpen the US Stock Styles table →
PSC and its peer group · total return · as of Nov 7, 2026
Cards for This View
PSC’s Top 10 Holdings
Today8.2%of PSC sits in these 10
Principal PSC · weight in the fund · as of Nov 6, 2026
PSC’s Holdings
TodayZETAZeta Global A 0011.0%EAT0.9%FRSH0.9%BKH0.8%TXG0.8%TWST0.8%WT0.8%MRX0.8%BFH0.7%BTSG0.7%QLYS0.7%CAKE0.7%CTRE0.7%AEO0.6%HAE0.6%SIG0.6%TCBI0.6%TGTX0.6%URBN0.6%HQY0.6%SEZL0.6%FCFS0.6%
ZETAZeta Global A 0011.0%EAT0.9%FRSH0.9%BKH0.8%TXG0.8%TWST0.8%WT0.8%MRX0.8%BFH0.7%BTSG0.7%QLYS0.7%CAKE0.7%
HealthcareFinancial ServicesTechnologyConsumer CyclicalOther
Principal PSC · 485 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
PSC vs Peer Average
YTDPSCAvsBPeer average
1D0.0%0.0%
1M−1.5%−0.3%
3M−4.9%−5.9%
YTD+15.4%+14.1%
1Y+17.2%+16.4%
3Y+75.1%+64.1%
5Y+50.9%+34.5%
6–1PSC wins
110 Small cap peers · each row scaled to its leader