Principal U.S. Small-Cap Multi-Factor ETF
$67.40−0.52 (−0.76%)
- 0.38%
- $2.6B
- +21.5%
- 0.59%
- 131K sh
- low $53.73high $70.90
The ETF.net PSC Grade
B
Score 55 out of 100
- 50 of 99
Score 55 of 100 falls in the B 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 87Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.D29 out of 100Rank 82 of 99Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C53 out of 100Rank 38 of 99Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A79 out of 100Rank 16 of 98Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B67 out of 100Rank 32 of 99
Our read on PSC
In short
BMost 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.
Stated mandate
The Fund seeks long-term growth of capital.
Why people hold it
Worth knowing
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$12,150
Returns run to the Nov 9, 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 | +18.2% |
| 1 month | +0.3% |
| 3 months | −2.6% |
| 1 year | +21.5% |
| 3 years | +21.2% |
| 5 years | +7.6% |
| 10 years | +11.9% |
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 | +18.2% | |
| 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
PSC Risk
- 17.1%
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.
- 1.00
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.
- −25.7%
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.
- 1.03
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
PSC Cost
Overpaying vs VYM, tied cheapest in US Multifactor
$6,857
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
PSC 0.38%
$7,706
VYM 0.04% Tied cheapest
$849
Cost over time
Year by year
| Year | PSC | VYM | Overpaying |
|---|---|---|---|
| 10 | $688 | $73 | $615 |
| 20 | $2,658 | $288 | $2,370 |
| 30 | $7,706 | $849 | $6,857 |
Other funds in US Multifactor
- BAUSFGlobal X Adaptive U.S. Factor ETFExpense ratio 0.27%1 year return +18.1%
- BCSMProShares Large Cap Core PlusExpense ratio 0.45%1 year return +12.9%
- BQVMTInvesco S&P 500 Concentrated QVM ETFExpense ratio 0.13%1 year return
- CMOATVanEck Morningstar Wide Moat ETFExpense ratio 0.46%1 year return +18.5%
- CFNXFirst Trust Mid Cap Core AlphaDEX FundExpense ratio 0.62%1 year return +16.8%
