Principal U.S. Small-Cap Multi-Factor ETF
$67.70+0.02 (+0.03%)
- 0.38%
- $2.7B
- +24.0%
- 0.59%
- 0.1M sh
- $67.64
- low $53.73high $70.90
The ETF.net PSC Grade
C
Score 54 out of 100
- 50 of 99
Score 54 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.D38 out of 100Rank 61 of 99Mission
Whether the fund did what it promised, tested against its stated mandate.A81 out of 100Rank 43 of 86Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.D27 out of 100Rank 79 of 97Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C51 out of 100Rank 42 of 99Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A79 out of 100Rank 15 of 98Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B68 out of 100Rank 30 of 99
Our read on PSC
CMost multi-factor ETFs stack large caps. PSC aims the same momentum, quality and value screens at the small-cap end of the market, spreading across roughly 500 names and measuring itself against the Russell 2000.
The Fund seeks long-term growth of capital.
Why people hold it
- Roughly 500 small caps, ranked on momentum, quality and value together rather than one lone tilt, so no single stock steers the fund.
- Actively run on Principal's own quantitative model, with long-term growth of capital as the stated objective and the Russell 2000 as the yardstick.
- Its multi-factor cohort is crowded with large-cap value and dividend funds (VONV, VYM, FNDX). PSC is one of the few carrying the approach into small caps.
- A billion-dollar-plus fund with moderate daily turnover and standing in the upper half of its peer group. It pays distributions quarterly.
Worth knowing
- 0.38% a year runs above the typical multi-factor ETF, and well above the large-cap index trackers at the top of the cohort. That's the toll for an active quant sleeve.
- Small-cap equity swings harder and drops deeper than the large-cap names that dominate this peer group. Volatility is the roughest part of PSC's profile.
- The stock-picking model is proprietary, so you cannot reverse-engineer the portfolio from a published rulebook, and results can drift from the Russell 2000.
PSC Holdings
- Stocks
- 489
- 9%
- ZETA
Sectors
- Health Care20.9%
- Financials17.7%
- Technology15.5%
- Industrials14.3%
- Consumer Discretionary9.0%
- Real Estate5.4%
- Energy5.0%
- Materials4.9%
- Consumer Staples2.8%
- Utilities2.6%
- Communication2.0%
Geography
- United States92.95%
- Bermuda2.12%
- United Kingdom1.50%
- Ireland0.63%
- Brazil0.48%
- Monaco0.48%
- Singapore0.41%
- Canada0.37%
- 1.06%
PSC Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
PSC$12,404
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | PSC |
|---|---|
| Year to date | +17.8% |
| 1 month | −0.3% |
| 3 months | −0.9% |
| 1 year | +24.0% |
| 3 years | +20.1% |
| 5 years | +9.0% |
| 10 years | +11.8% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | PSC |
|---|---|---|
| 2026 YTD | +17.8% | |
| 2025 | +13.4% | |
| 2024 | +12.4% | |
| 2023 | +18.5% | |
| 2022 | −15.9% | |
| 2021 | +32.5% | |
| 2020 | +13.3% |
PSC in the news
PSC Dividends
- 0.59%
- $0.40
- $0.13 per share
- Quarterly
Distribution history
PSC Risk
- 17.7%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.80
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −25.9%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.01
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
PSC Cost
0.38%
PSC0.38%
- The middle half of US Multifactor funds
- Median 0.30%
61 of the 99 US Multifactor funds charge less.
Other funds in US Multifactor
- CHQGOHartford US Quality Growth ETFExpense ratio 0.34%1 year return +19.2%
- CMOATVanEck Morningstar Wide Moat ETFExpense ratio 0.46%1 year return +13.0%
- BVALQAmerican Century STOXX U.S. Quality Value ETFExpense ratio 0.29%1 year return +13.9%
- CXSVMInvesco S&P SmallCap Value with Momentum ETFExpense ratio 0.36%1 year return +24.2%
- CAFLGFirst Trust Active Factor Large Cap ETFExpense ratio 0.55%1 year return +20.3%