PSC vs BGIG
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
PSC vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$2B
Winner
BGIG
$2.10B
Expense Ratio
Winner
PSC
0.38%
BGIG
0.45%
Max Drawdown
PSC
47.89%
Winner
BGIG
14.11%
Sharpe Ratio
PSC
1.28
Winner
BGIG
1.70
5Y Beta
PSC
1.05
Winner
BGIG
0.62
P/E Ratio
PSC
25.64
Winner
BGIG
24.65
Forward P/E
Winner
PSC
15.09
BGIG
19.74
PEG Ratio
PSC
N/A
BGIG
0.66
5Y Dividends CAGR
PSC
-2.75%
BGIG
N/A
5Y EPS CAGR
Winner
PSC
16.05%
BGIG
13.73%
Debt to Equity
PSC
49.44%
BGIG
N/A
P/S Ratio
Winner
PSC
1.30
BGIG
2.73
P/B Ratio
Winner
PSC
2.19
BGIG
4.20
PSC vs BGIG - Holdings Comparison
PSC and BGIG have 1 common holdings. Overlap is -0.05%
PSC's top 25 holdings weight is 17.10%. BGIG's top 25 holdings weight is 70.66%.
| Rank | PSC | BGIG |
|---|---|---|
| #1 | COEUR MINING INC (CDE) - 1.05% | BROADCOM INC (AVGO) - 5.54% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 1.04% | UNITEDHEALTH GROUP INC (UNH) - 4.24% |
| #3 | NEXTPOWER INC CLASS A (NXT) - 1.01% | ELI LILLY AND CO (LLY) - 4.01% |
| #4 | FABRINET (FN) - 1.00% | MICROSOFT CORP (MSFT) - 3.84% |
| #5 | ARGAN INC (AGX) - 0.91% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.77% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.84% | JOHNSON & JOHNSON (JNJ) - 3.72% |
| #7 | DYCOM INDUSTRIES INC (DY) - 0.83% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.56% |
| #8 | GUARDANT HEALTH INC (GH) - 0.75% | WILLIAMS COMPANIES INC (WMB) - 3.42% |
| #9 | BRIDGEBIO PHARMA INC (BBIO) - 0.72% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.06% |
| #10 | n/a (AHR) - 0.71% | ABBVIE INC (ABBV) - 3.03% |
| #11 | PRIMORIS SERVICES CORP (PRIM) - 0.70% | CISCO SYSTEMS INC (CSCO) - 2.87% |
| #12 | CHART INDUSTRIES INC (GTLS) - 0.68% | JPMORGAN CHASE & CO (JPM) - 2.83% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68% | NEXTERA ENERGY INC (NEE) - 2.79% |
| #14 | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68% | THE TRAVELERS COMPANIES INC (TRV) - 2.45% |
| #15 | RAMBUS INC (RMBS) - 0.65% | CHEVRON CORP (CVX) - 2.42% |
| #16 | HANCOCK WHITNEY CORP (HWC) - 0.64% | GENERAL DYNAMICS CORP (GD) - 2.39% |
| #17 | BRINKER INTERNATIONAL INC (EAT) - 0.62% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.25% |
| #18 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.60% | DARDEN RESTAURANTS INC (DRI) - 1.98% |
| #19 | COMPASS INC CLASS A (COMP) - 0.59% | CUMMINS INC (CMI) - 1.95% |
| #20 | CARETRUST REIT INC (CTRE) - 0.58% | GARMIN LTD (GRMN) - 1.92% |
| #21 | FIRST BANCORP (FBP) - 0.39% | THE HOME DEPOT INC (HD) - 1.80% |
| #22 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.78% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.36% | TARGA RESOURCES CORP (TRGP) - 1.74% |
| #24 | AMICUS THERAPEUTICS INC (FOLD) - 0.36% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.69% |
| #25 | ENSIGN GROUP INC (ENSG) - 0.35% | PPL CORP (PPL) - 1.61% |
| Total Holdings | 585 | 53 |
PSC vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSC
+3.23%
BGIG
+0.64%
3M
Winner
PSC
+8.67%
BGIG
+1.15%
6M
Winner
PSC
+14.78%
BGIG
+9.07%
1Y
Winner
PSC
+28.77%
BGIG
+19.31%
5Y(CAGR)
PSC
+8.07%
BGIG
N/A
10Y(CAGR)
PSC
+11.66%
BGIG
N/A
Max(CAGR)
PSC
+11.66%
Winner
BGIG
+16.11%
PSC vs BGIG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PSC | BGIG |
|---|---|---|
| 2026 | +13.50% | +8.64% |
| 2025 | +13.28% | +12.53% |
| 2024 | +13.10% | +16.25% |
| 2023 | +19.25% | +4.55% |
| 2022 | -16.77% | N/A |
| 2021 | +33.74% | N/A |
| 2020 | +13.43% | N/A |
| 2019 | +20.08% | N/A |
| 2018 | -10.11% | N/A |
| 2017 | +16.07% | N/A |
| 2016 | +9.38% | N/A |
PSC vs BGIG Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current PSC drawdown is -0.47%. The current BGIG drawdown is -0.96%.
| Rank | PSC | BGIG |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -1.34% Apr 30, 2026 - May 14, 2026 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between PSC and BGIG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
PSC vs BGIG dividend yield comparison.
| Year | PSC | BGIG |
|---|---|---|
| 2026 | 0.16% | 0.74% |
| 2025 | 0.67% | 1.89% |
| 2024 | 0.75% | 2.02% |
| 2023 | 0.73% | 0.78% |
| 2022 | 1.92% | 0.00% |
| 2021 | 1.45% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 1.47% | 0.00% |
| 2018 | 1.30% | 0.00% |
| 2017 | 0.95% | 0.00% |
| 2016 | 0.35% | 0.00% |
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