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
$2.20B
BGIG
$2.20B
Expense Ratio
Winner
PSC
0.38%
BGIG
0.45%
Max Drawdown
PSC
47.89%
Winner
BGIG
14.11%
Sharpe Ratio
PSC
1.35
Winner
BGIG
1.70
5Y Beta
PSC
1.02
Winner
BGIG
0.59
P/E Ratio
Winner
PSC
24.66
BGIG
24.97
Forward P/E
Winner
PSC
16.74
BGIG
20.14
PEG Ratio
PSC
N/A
BGIG
0.68
5Y Dividends CAGR
PSC
-5.40%
BGIG
N/A
5Y EPS CAGR
Winner
PSC
24.87%
BGIG
13.95%
Debt to Equity
PSC
-1.41%
BGIG
N/A
P/S Ratio
Winner
PSC
1.34
BGIG
2.72
P/B Ratio
Winner
PSC
2.59
BGIG
4.33
PSC vs BGIG - Holdings Comparison
PSC and BGIG have 1 common holdings. Overlap is -0.11%
PSC's top 25 holdings weight is 15.72%. BGIG's top 25 holdings weight is 72.09%.
| Rank | PSC | BGIG |
|---|---|---|
| #1 | SEZZLE INC (SEZL) - 1.09% | BROADCOM INC (AVGO) - 4.87% |
| #2 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 0.84% | UNITEDHEALTH GROUP INC (UNH) - 4.84% |
| #3 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.77% | ELI LILLY AND CO (LLY) - 4.44% |
| #4 | n/a (HIMS) - 0.72% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 4.11% |
| #5 | ARGAN INC (AGX) - 0.71% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.05% |
| #6 | WISDOMTREE INC (WT) - 0.71% | JOHNSON & JOHNSON (JNJ) - 4.03% |
| #7 | BRINKER INTERNATIONAL INC (EAT) - 0.70% | ABBVIE INC (ABBV) - 3.51% |
| #8 | ENOVA INTERNATIONAL INC (ENVA) - 0.65% | MICROSOFT CORP (MSFT) - 3.39% |
| #9 | BLACK HILLS CORP (BKH) - 0.62% | WILLIAMS COMPANIES INC (WMB) - 3.26% |
| #10 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.61% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.19% |
| #11 | STONEX GROUP INC (SNEX) - 0.60% | JPMORGAN CHASE & CO (JPM) - 2.96% |
| #12 | MYR GROUP INC (MYRG) - 0.60% | CISCO SYSTEMS INC (CSCO) - 2.80% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.59% | THE TRAVELERS COMPANIES INC (TRV) - 2.60% |
| #14 | FIRSTCASH HOLDINGS INC (FCFS) - 0.59% | GENERAL DYNAMICS CORP (GD) - 2.41% |
| #15 | ENERSYS (ENS) - 0.58% | NEXTERA ENERGY INC (NEE) - 2.24% |
| #16 | MAREX GROUP LTD (MRX) - 0.58% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.15% |
| #17 | n/a (TXG) - 0.56% | CHEVRON CORP (CVX) - 2.13% |
| #18 | CARETRUST REIT INC (CTRE) - 0.55% | GARMIN LTD (GRMN) - 2.09% |
| #19 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 0.54% | CUMMINS INC (CMI) - 2.05% |
| #20 | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 0.53% | THE HOME DEPOT INC (HD) - 2.00% |
| #21 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.53% | DARDEN RESTAURANTS INC (DRI) - 1.96% |
| #22 | MOOG INC CLASS A (MOG-A) - 0.52% | WEC ENERGY GROUP INC (WEC) - 1.86% |
| #23 | HEALTHEQUITY INC (HQY) - 0.52% | CORNING INC (GLW) - 1.80% |
| #24 | PATTERSON-UTI ENERGY INC (PTEN) - 0.51% | TARGA RESOURCES CORP (TRGP) - 1.70% |
| #25 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.50% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.65% |
| Total Holdings | 625 | 52 |
PSC vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
PSC
+1.56%
Winner
BGIG
+2.59%
3M
Winner
PSC
+9.25%
BGIG
+5.37%
6M
Winner
PSC
+14.73%
BGIG
+7.88%
1Y
Winner
PSC
+30.48%
BGIG
+20.42%
5Y(CAGR)
PSC
+10.36%
BGIG
N/A
10Y(CAGR)
PSC
+12.07%
BGIG
N/A
Max(CAGR)
PSC
+12.07%
Winner
BGIG
+17.00%
PSC vs BGIG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PSC | BGIG |
|---|---|---|
| 2026 | +20.58% | +14.83% |
| 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 -1.40%. The current BGIG drawdown is -1.73%.
| 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 | -2.02% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -1.34% Apr 30, 2026 - May 14, 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 | 0.28% | 0.98% |
| 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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