PSC vs ARKQ

Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ, ETF).

5-Year PerformanceARKQ has outperformed PSC, delivering a return of +11.5% compared to +8.1%

PSC vs ARKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSC(ETF)	ARKQ(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	0.38%	0.75%
Max Drawdown	47.89%	60.20%
Sharpe Ratio	1.28	1.78
5Y Beta	1.05	1.67
P/E Ratio	25.64	-229.93
Forward P/E	15.09	47.55
PEG Ratio	N/A	1.41
5Y Dividends CAGR	-2.75%	N/A
5Y EPS CAGR	16.05%	16.13%
Debt to Equity	49.44%	N/A
P/S Ratio	1.30	4.78
P/B Ratio	2.19	6.22

Net Assets

PSC

$2B

Winner

ARKQ

$2.10B

Expense Ratio

Winner

PSC

0.38%

ARKQ

0.75%

Max Drawdown

Winner

PSC

47.89%

ARKQ

60.20%

Sharpe Ratio

PSC

1.28

Winner

ARKQ

1.78

5Y Beta

Winner

PSC

1.05

ARKQ

1.67

P/E Ratio

PSC

25.64

Winner

ARKQ

-229.93

Forward P/E

Winner

PSC

15.09

ARKQ

47.55

PEG Ratio

PSC

N/A

ARKQ

1.41

5Y Dividends CAGR

PSC

-2.75%

ARKQ

N/A

5Y EPS CAGR

PSC

16.05%

Winner

ARKQ

16.13%

Debt to Equity

PSC

49.44%

ARKQ

N/A

P/S Ratio

Winner

PSC

1.30

ARKQ

4.78

P/B Ratio

Winner

PSC

2.19

ARKQ

6.22

PSC vs ARKQ - Holdings Comparison

PSC and ARKQ have 2 common holdings. Overlap is 0.01%

PSC's top 25 holdings weight is 17.10%. ARKQ's top 25 holdings weight is 85.87%.

Rank	PSC	ARKQ
#1	COEUR MINING INC (CDE) - 1.05%	TESLA INC (TSLA) - 10.33%
#2	TTM TECHNOLOGIES INC (TTMI) - 1.04%	ADVANCED MICRO DEVICES INC (AMD) - 8.31%
#3	NEXTPOWER INC CLASS A (NXT) - 1.01%	TERADYNE INC (TER) - 7.97%
#4	FABRINET (FN) - 1.00%	ROCKET LAB CORP (RKLB) - 6.79%
#5	ARGAN INC (AGX) - 0.91%	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 4.84%
#6	STERLING INFRASTRUCTURE INC (STRL) - 0.84%	ALPHABET INC CLASS C (GOOG) - 4.31%
#7	DYCOM INDUSTRIES INC (DY) - 0.83%	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.45%
#8	GUARDANT HEALTH INC (GH) - 0.75%	DEERE & CO (DE) - 3.39%
#9	BRIDGEBIO PHARMA INC (BBIO) - 0.72%	AMAZON.COM INC (AMZN) - 3.05%
#10	n/a (AHR) - 0.71%	ARCHER AVIATION INC CLASS A (ACHR) - 2.98%
#11	PRIMORIS SERVICES CORP (PRIM) - 0.70%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.91%
#12	CHART INDUSTRIES INC (GTLS) - 0.68%	L3HARRIS TECHNOLOGIES INC (LHX) - 2.82%
#13	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68%	INTUITIVE MACHINES INC ORDINARY SHARES CLASS A (LUNR) - 2.67%
#14	PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68%	AEROVIRONMENT INC (AVAV) - 2.53%
#15	RAMBUS INC (RMBS) - 0.65%	NVIDIA CORP (NVDA) - 2.25%
#16	HANCOCK WHITNEY CORP (HWC) - 0.64%	CATERPILLAR INC (CAT) - 2.18%
#17	BRINKER INTERNATIONAL INC (EAT) - 0.62%	IRIDIUM COMMUNICATIONS INC (IRDM) - 1.86%
#18	LIBERTY ENERGY INC CLASS A (LBRT) - 0.60%	TRIMBLE INC (TRMB) - 1.84%
#19	COMPASS INC CLASS A (COMP) - 0.59%	BAIDU INC ADR (BIDU) - 1.73%
#20	CARETRUST REIT INC (CTRE) - 0.58%	JOBY AVIATION INC (JOBY) - 1.71%
#21	FIRST BANCORP (FBP) - 0.39%	KOMATSU LTD ADR (KMTUY) - 1.64%
#22	BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36%	AURORA INNOVATION INC CLASS A (AUR) - 1.62%
#23	FEDERAL SIGNAL CORP (FSS) - 0.36%	CAMECO CORP (n/a) - 1.57%
#24	AMICUS THERAPEUTICS INC (FOLD) - 0.36%	SYMBOTIC INC ORDINARY SHARES CLASS A (SYM) - 1.56%
#25	ENSIGN GROUP INC (ENSG) - 0.35%	BWX TECHNOLOGIES INC (BWXT) - 1.56%
Total Holdings	585	39

PSC vs ARKQ - Historical Returns

Returns include dividend reinvestment.

Period	PSC	ARKQ
1 month	+3.23%	+8.62%
3 months	+8.67%	+12.91%
6 months	+14.78%	+29.26%
1 year	+28.77%	+76.07%
5 years(CAGR)	+8.07%	+11.51%
10 years(CAGR)	+11.66%	+22.63%
Max(CAGR)	+11.66%	+18.97%

PSC

+3.23%

Winner

ARKQ

+8.62%

PSC

+8.67%

Winner

ARKQ

+12.91%

PSC

+14.78%

Winner

ARKQ

+29.26%

PSC

+28.77%

Winner

ARKQ

+76.07%

5Y(CAGR)

PSC

+8.07%

Winner

ARKQ

+11.51%

10Y(CAGR)

PSC

+11.66%

Winner

ARKQ

+22.63%

Max(CAGR)

PSC

+11.66%

Winner

ARKQ

+18.97%

PSC vs ARKQ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	PSC	ARKQ
2026	+13.50%	+18.11%
2025	+13.28%	+50.23%
2024	+13.10%	+36.90%
2023	+19.25%	+42.50%
2022	-16.77%	-47.92%
2021	+33.74%	+1.02%
2020	+13.43%	+103.11%
2019	+20.08%	+25.63%
2018	-10.11%	-10.07%
2017	+16.07%	+50.37%
2016	+9.38%	+16.82%
2015	N/A	-1.41%
2014	N/A	+0.15%

PSC vs ARKQ Drawdown Comparison

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

The maximum drawdown for ARKQ was -59.88%, occurring on Dec 28, 2022. Recovery took 1110 trading sessions.

The current PSC drawdown is -0.47%. The current ARKQ drawdown is -2.73%.

Rank	PSC	ARKQ
#1	-46.69% Aug 29, 2018 - Nov 24, 2020	-59.88% Feb 12, 2021 - Jul 17, 2025
#2	-25.87% Nov 8, 2021 - Mar 1, 2024	-36.74% Feb 19, 2020 - May 26, 2020
#3	-23.49% Nov 25, 2024 - Sep 8, 2025	-29.62% Apr 15, 2015 - Jul 26, 2016
#4	-9.95% Jan 22, 2026 - Apr 17, 2026	-22.97% Aug 29, 2018 - Dec 16, 2019
#5	-9.37% Jul 16, 2024 - Oct 14, 2024	-20.58% Jan 16, 2026 - May 8, 2026
#6	-9.19% Jan 23, 2018 - May 17, 2018	-18.79% Oct 29, 2025 - Jan 6, 2026
#7	-9.03% Jun 8, 2021 - Oct 25, 2021	-13.43% Mar 12, 2018 - Jun 18, 2018
#8	-8.59% Mar 15, 2021 - May 7, 2021	-13.00% Sep 2, 2020 - Oct 9, 2020
#9	-7.12% Mar 28, 2024 - Jul 11, 2024	-11.19% Jan 26, 2018 - Mar 12, 2018
#10	-7.12% Oct 8, 2025 - Nov 28, 2025	-10.26% Oct 5, 2016 - Dec 27, 2016
#11	-6.67% Sep 22, 2016 - Nov 14, 2016	-9.76% Nov 24, 2014 - Apr 10, 2015
#12	-5.90% Jul 27, 2017 - Sep 28, 2017	-9.21% Oct 14, 2020 - Nov 16, 2020
#13	-5.57% Nov 11, 2024 - Nov 25, 2024	-7.47% Jun 18, 2018 - Aug 27, 2018
#14	-5.37% May 7, 2021 - May 27, 2021	-7.19% Oct 3, 2014 - Oct 28, 2014
#15	-4.61% Apr 27, 2017 - Jun 9, 2017	-7.13% Jun 8, 2017 - Jul 25, 2017

Correlation

Correlation between PSC and ARKQ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2015 - 2026)

PSC vs ARKQ dividend yield comparison.

Year	PSC	ARKQ
2026	0.16%	0.00%
2025	0.67%	0.27%
2024	0.75%	0.00%
2023	0.73%	0.00%
2022	1.92%	0.00%
2021	1.45%	0.80%
2020	1.25%	0.86%
2019	1.47%	0.00%
2018	1.30%	2.86%
2017	0.95%	1.54%
2016	0.35%	0.00%
2015	0.00%	0.98%