Compare ETFs
Up to five funds side by side — fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  PSC Principal U.S. Small-Cap… |
|---|---|
| Price | 69.75 +0.16% |
| Issuer | Principal Funds |
| AUM | $1.30B |
| Expense Ratio | 0.38% |
| Yield (TTM) | 0.52% |
| Inception | Sep 21, 2016 |
| Holdings | 507 |
| Avg Volume | 125.11K |
| YTD | +20.82% |
| 1Y total | +26.54% |
| 3Y total (ann.) | +19.44% |
| 5Y total (ann.) | +9.43% |
| Volatility 1Y | 18.20% |
| Sharpe 1Y | 1.38 |
| Max drawdown 1Y | -9.95% |
| Beta vs S&P 500 (3Y) | 1.05 |
| Top 10 holdings | EAT 0.97% TWST 0.96% ZETA 0.94% WT 0.93% TXG 0.89% FRSH 0.82% MRX 0.79% BFH 0.73% FCFS 0.72% BKH 0.69% |
| Sector mix | Healthcare 20.50% Financial Services 18.07% Technology 14.50% Industrials 14.18% Consumer Cyclical 9.57% Real Estate 5.57% |
Total Return — normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only — it is not advice about which fund suits anyone.