ITM vs PSC

Comparison between VANECK INTERMEDIATE MUNI ETF (ITM, ETF) and Principal U.S. Small-Cap ETF (PSC, ETF).

5-Year PerformancePSC has outperformed ITM, delivering a return of +10.4% compared to +0.0%

ITM vs PSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITM(ETF)	PSC(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	0.18%	0.38%
Max Drawdown	24.75%	47.89%
Sharpe Ratio	0.01	1.35
5Y Beta	0.03	1.02
P/E Ratio	N/A	24.66
Forward P/E	N/A	16.74
5Y Dividends CAGR	5.17%	-5.40%
5Y EPS CAGR	N/A	24.87%
Debt to Equity	N/A	-1.41%
P/S Ratio	N/A	1.34
P/B Ratio	N/A	2.59

Net Assets

ITM

$2.10B

Winner

PSC

$2.20B

Expense Ratio

Winner

ITM

0.18%

PSC

0.38%

Max Drawdown

Winner

ITM

24.75%

PSC

47.89%

Sharpe Ratio

ITM

0.01

Winner

PSC

1.35

5Y Beta

Winner

ITM

0.03

PSC

1.02

P/E Ratio

ITM

N/A

PSC

24.66

Forward P/E

ITM

N/A

PSC

16.74

5Y Dividends CAGR

Winner

ITM

5.17%

PSC

-5.40%

5Y EPS CAGR

ITM

N/A

PSC

24.87%

Debt to Equity

ITM

N/A

PSC

-1.41%

P/S Ratio

ITM

N/A

PSC

1.34

P/B Ratio

ITM

N/A

PSC

2.59

ITM vs PSC - Historical Returns

Returns include dividend reinvestment.

Period	ITM	PSC
1 month	-0.65%	+1.56%
3 months	-0.34%	+9.25%
6 months	-2.54%	+14.73%
1 year	+4.00%	+30.48%
5 years(CAGR)	+0.05%	+10.36%
10 years(CAGR)	+1.61%	+12.07%
Max(CAGR)	+3.21%	+12.07%

ITM

-0.65%

Winner

PSC

+1.56%

ITM

-0.34%

Winner

PSC

+9.25%

ITM

-2.54%

Winner

PSC

+14.73%

ITM

+4.00%

Winner

PSC

+30.48%

5Y(CAGR)

ITM

+0.05%

Winner

PSC

+10.36%

10Y(CAGR)

ITM

+1.61%

Winner

PSC

+12.07%

Max(CAGR)

ITM

+3.21%

Winner

PSC

+12.07%

ITM vs PSC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ITM	PSC
2026	-0.93%	+20.58%
2025	+4.97%	+13.28%
2024	+0.74%	+13.10%
2023	+5.53%	+19.25%
2022	-9.24%	-16.77%
2021	+0.24%	+33.74%
2020	+5.85%	+13.43%
2019	+8.25%	+20.08%
2018	+1.05%	-10.11%
2017	+6.27%	+16.07%
2016	-1.15%	+9.38%
2015	+3.64%	N/A
2014	+9.98%	N/A
2013	-4.24%	N/A
2012	+6.19%	N/A
2011	+12.58%	N/A
2010	+2.01%	N/A
2009	+10.40%	N/A
2008	-1.16%	N/A
2007	+0.84%	N/A

ITM vs PSC Drawdown Comparison

The maximum drawdown for ITM was -24.75%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.

The current ITM drawdown is -2.79%. The current PSC drawdown is -1.40%.

Rank	ITM	PSC
#1	-24.75% Mar 9, 2020 - Jul 30, 2020	-46.69% Aug 29, 2018 - Nov 24, 2020
#2	-16.58% Sep 25, 2008 - May 19, 2009	-25.87% Nov 8, 2021 - Mar 1, 2024
#3	-15.11% Jul 20, 2021 - Nov 11, 2025	-23.49% Nov 25, 2024 - Sep 8, 2025
#4	-10.99% Nov 30, 2012 - May 16, 2014	-9.95% Jan 22, 2026 - Apr 17, 2026
#5	-8.90% Aug 26, 2010 - Aug 3, 2011	-9.37% Jul 16, 2024 - Oct 14, 2024
#6	-7.61% Jul 6, 2016 - Sep 5, 2017	-9.19% Jan 23, 2018 - May 17, 2018
#7	-4.05% Jan 30, 2015 - Nov 27, 2015	-9.03% Jun 8, 2021 - Oct 25, 2021
#8	-4.03% Sep 11, 2008 - Sep 25, 2008	-8.59% Mar 15, 2021 - May 7, 2021
#9	-3.91% May 21, 2009 - Aug 18, 2009	-7.12% Mar 28, 2024 - Jul 11, 2024
#10	-3.59% Jan 23, 2008 - Sep 11, 2008	-7.12% Oct 8, 2025 - Nov 28, 2025
#11	-3.43% Feb 27, 2026 - Mar 26, 2026	-6.67% Sep 22, 2016 - Nov 14, 2016
#12	-3.43% Oct 2, 2009 - Mar 2, 2010	-5.90% Jul 27, 2017 - Sep 28, 2017
#13	-3.39% Dec 6, 2017 - Dec 19, 2018	-5.57% Nov 11, 2024 - Nov 25, 2024
#14	-3.20% Feb 1, 2012 - May 4, 2012	-5.37% May 7, 2021 - May 27, 2021
#15	-2.97% Sep 23, 2011 - Dec 6, 2011	-4.61% Apr 27, 2017 - Jun 9, 2017

Correlation

Correlation between ITM and PSC is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2007 - 2026)

ITM vs PSC dividend yield comparison.

Year	ITM	PSC
2026	1.81%	0.28%
2025	2.86%	0.67%
2024	2.73%	0.75%
2023	2.40%	0.73%
2022	1.92%	1.92%
2021	1.70%	1.45%
2020	2.13%	1.25%
2019	2.44%	1.47%
2018	2.33%	1.30%
2017	2.21%	0.95%
2016	2.29%	0.35%
2015	2.28%	0.00%
2014	2.42%	0.00%
2013	2.63%	0.00%
2012	2.63%	0.00%
2011	3.22%	0.00%
2010	3.64%	0.00%
2009	3.59%	0.00%
2008	3.75%	0.00%
2007	0.22%	0.00%