PSC vs BBMC
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF).
5-Year PerformancePSC has outperformed BBMC, delivering a return of +9.7% compared to +9.0%
PSC vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$2.10B
BBMC
$2.10B
Expense Ratio
PSC
0.38%
Winner
BBMC
0.07%
Max Drawdown
PSC
47.89%
Winner
BBMC
30.54%
Sharpe Ratio
PSC
1.39
Winner
BBMC
1.62
5Y Beta
PSC
1.04
Winner
BBMC
1.04
P/E Ratio
Winner
PSC
26.88
BBMC
31.73
Forward P/E
Winner
PSC
15.05
BBMC
16.81
PEG Ratio
Winner
PSC
-0.72
BBMC
-0.01
5Y Dividends CAGR
PSC
-2.75%
Winner
BBMC
20.05%
5Y EPS CAGR
Winner
PSC
15.65%
BBMC
12.97%
Debt to Equity
PSC
50.04%
Winner
BBMC
31.28%
PSC vs BBMC - Holdings Comparison
PSC and BBMC have 52 common holdings. Overlap is 6.57%
PSC's top 25 holdings weight is 17.10%. BBMC's top 25 holdings weight is 19.50%.
| Rank | PSC | BBMC |
|---|---|---|
| #1 | COEUR MINING INC (CDE) - 1.05% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.51% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 1.04% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.23% |
| #3 | NEXTPOWER INC CLASS A (NXT) - 1.01% | COHERENT CORP (COHR) - 1.23% |
| #4 | FABRINET (FN) - 1.00% | CIENA CORP (CIEN) - 1.21% |
| #5 | ARGAN INC (AGX) - 0.91% | LUMENTUM HOLDINGS INC (LITE) - 1.19% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.84% | JABIL INC (JBL) - 0.69% |
| #7 | DYCOM INDUSTRIES INC (DY) - 0.83% | CASEY'S GENERAL STORES INC (CASY) - 0.66% |
| #8 | GUARDANT HEALTH INC (GH) - 0.75% | NATERA INC (NTRA) - 0.58% |
| #9 | BRIDGEBIO PHARMA INC (BBIO) - 0.72% | TAPESTRY INC (TPR) - 0.57% |
| #10 | n/a (AHR) - 0.71% | QNITY ELECTRONICS INC (Q) - 0.57% |
| #11 | PRIMORIS SERVICES CORP (PRIM) - 0.70% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.53% |
| #12 | CHART INDUSTRIES INC (GTLS) - 0.68% | TECHNIPFMC PLC (n/a) - 0.53% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68% | CURTISS-WRIGHT CORP (CW) - 0.52% |
| #14 | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68% | XPO INC (XPO) - 0.50% |
| #15 | RAMBUS INC (RMBS) - 0.65% | NVENT ELECTRIC PLC (NVT) - 0.50% |
| #16 | HANCOCK WHITNEY CORP (HWC) - 0.64% | WILLIAMS-SONOMA INC (WSM) - 0.49% |
| #17 | BRINKER INTERNATIONAL INC (EAT) - 0.62% | CARPENTER TECHNOLOGY CORP (CRS) - 0.49% |
| #18 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.60% | ATI INC (ATI) - 0.48% |
| #19 | COMPASS INC CLASS A (COMP) - 0.59% | STERLING INFRASTRUCTURE INC (STRL) - 0.46% |
| #20 | CARETRUST REIT INC (CTRE) - 0.58% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.44% |
| #21 | FIRST BANCORP (FBP) - 0.39% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.43% |
| #22 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36% | REDDIT INC CLASS A SHARES (RDDT) - 0.43% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.36% | WOODWARD INC (WWD) - 0.43% |
| #24 | AMICUS THERAPEUTICS INC (FOLD) - 0.36% | UNITED THERAPEUTICS CORP (UTHR) - 0.42% |
| #25 | ENSIGN GROUP INC (ENSG) - 0.35% | FABRINET (FN) - 0.41% |
| Total Holdings | 585 | 557 |
PSC vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSC
+7.64%
BBMC
+6.75%
3M
Winner
PSC
+19.67%
BBMC
+15.54%
6M
PSC
+16.78%
Winner
BBMC
+17.68%
1Y
PSC
+32.41%
Winner
BBMC
+33.82%
5Y(CAGR)
Winner
PSC
+9.66%
BBMC
+8.97%
10Y(CAGR)
PSC
+11.97%
BBMC
N/A
Max(CAGR)
PSC
+11.97%
Winner
BBMC
+17.87%
PSC vs BBMC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PSC | BBMC |
|---|---|---|
| 2026 | +17.19% | +16.39% |
| 2025 | +13.28% | +12.44% |
| 2024 | +13.10% | +15.88% |
| 2023 | +19.25% | +19.07% |
| 2022 | -16.77% | -20.05% |
| 2021 | +33.74% | +19.73% |
| 2020 | +13.43% | +61.97% |
| 2019 | +20.08% | N/A |
| 2018 | -10.11% | N/A |
| 2017 | +16.07% | N/A |
| 2016 | +9.38% | N/A |
PSC vs BBMC Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The current BBMC drawdown is -0.66%.
| Rank | PSC | BBMC |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -4.22% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between PSC and BBMC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
PSC vs BBMC dividend yield comparison.
| Year | PSC | BBMC |
|---|---|---|
| 2026 | 0.16% | 0.18% |
| 2025 | 0.67% | 1.25% |
| 2024 | 0.75% | 1.31% |
| 2023 | 0.73% | 1.36% |
| 2022 | 1.92% | 1.48% |
| 2021 | 1.45% | 0.87% |
| 2020 | 1.25% | 0.69% |
| 2019 | 1.47% | 0.00% |
| 2018 | 1.30% | 0.00% |
| 2017 | 0.95% | 0.00% |
| 2016 | 0.35% | 0.00% |
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