PSC vs DES
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformancePSC has outperformed DES, delivering a return of +10.4% compared to +8.4%
PSC vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$2.20B
DES
$2.20B
Expense Ratio
PSC
0.38%
DES
0.38%
Max Drawdown
Winner
PSC
47.89%
DES
68.10%
Sharpe Ratio
PSC
1.35
Winner
DES
1.39
5Y Beta
PSC
1.02
Winner
DES
0.79
P/E Ratio
PSC
24.66
Winner
DES
22.28
Forward P/E
PSC
16.74
Winner
DES
14.08
5Y Dividends CAGR
PSC
-5.40%
Winner
DES
6.38%
5Y EPS CAGR
Winner
PSC
24.87%
DES
7.70%
Debt to Equity
Winner
PSC
-1.41%
DES
48.55%
P/S Ratio
PSC
1.34
Winner
DES
1.08
P/B Ratio
PSC
2.59
Winner
DES
1.78
PSC vs DES - Holdings Comparison
PSC and DES have 189 common holdings. Overlap is 19.95%
PSC's top 25 holdings weight is 15.72%. DES's top 25 holdings weight is 18.37%.
| Rank | PSC | DES |
|---|---|---|
| #1 | SEZZLE INC (SEZL) - 1.09% | TFS FINANCIAL CORP (TFSL) - 1.15% |
| #2 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 0.84% | EPR PROPERTIES (EPR) - 1.05% |
| #3 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.77% | SONOCO PRODUCTS CO (SON) - 1.01% |
| #4 | n/a (HIMS) - 0.72% | KODIAK GAS SERVICES INC (KGS) - 0.96% |
| #5 | ARGAN INC (AGX) - 0.71% | PBF ENERGY INC CLASS A (PBF) - 0.95% |
| #6 | WISDOMTREE INC (WT) - 0.71% | CAL-MAINE FOODS INC (CALM) - 0.90% |
| #7 | BRINKER INTERNATIONAL INC (EAT) - 0.70% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.87% |
| #8 | ENOVA INTERNATIONAL INC (ENVA) - 0.65% | AVNET INC (AVT) - 0.83% |
| #9 | BLACK HILLS CORP (BKH) - 0.62% | FIRST BANCORP (FBP) - 0.82% |
| #10 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.61% | PATTERSON-UTI ENERGY INC (PTEN) - 0.80% |
| #11 | STONEX GROUP INC (SNEX) - 0.60% | TRAVEL&LEISURE CO (TNL) - 0.80% |
| #12 | MYR GROUP INC (MYRG) - 0.60% | OUTFRONT MEDIA INC (OUT) - 0.78% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.59% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.77% |
| #14 | FIRSTCASH HOLDINGS INC (FCFS) - 0.59% | n/a (HASI) - 0.75% |
| #15 | ENERSYS (ENS) - 0.58% | ARCHROCK INC (AROC) - 0.71% |
| #16 | MAREX GROUP LTD (MRX) - 0.58% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.67% |
| #17 | n/a (TXG) - 0.56% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.66% |
| #18 | CARETRUST REIT INC (CTRE) - 0.55% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.65% |
| #19 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 0.54% | AMERICOLD REALTY TRUST INC (COLD) - 0.64% |
| #20 | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 0.53% | n/a (CRC) - 0.63% |
| #21 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.53% | TRINITY INDUSTRIES INC (TRN) - 0.40% |
| #22 | MOOG INC CLASS A (MOG-A) - 0.52% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.40% |
| #23 | HEALTHEQUITY INC (HQY) - 0.52% | FIRST HAWAIIAN INC (FHB) - 0.39% |
| #24 | PATTERSON-UTI ENERGY INC (PTEN) - 0.51% | OTTER TAIL CORP (OTTR) - 0.39% |
| #25 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.50% | HIGHWOODS PROPERTIES INC (HIW) - 0.39% |
| Total Holdings | 625 | 470 |
PSC vs DES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSC
+1.56%
DES
-0.31%
3M
Winner
PSC
+9.25%
DES
+7.26%
6M
Winner
PSC
+14.73%
DES
+9.44%
1Y
Winner
PSC
+30.48%
DES
+27.05%
5Y(CAGR)
Winner
PSC
+10.36%
DES
+8.43%
10Y(CAGR)
Winner
PSC
+12.07%
DES
+8.08%
Max(CAGR)
Winner
PSC
+12.07%
DES
+7.93%
PSC vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PSC | DES |
|---|---|---|
| 2026 | +20.58% | +22.75% |
| 2025 | +13.28% | +0.96% |
| 2024 | +13.10% | +9.71% |
| 2023 | +19.25% | +16.28% |
| 2022 | -16.77% | -11.65% |
| 2021 | +33.74% | +27.88% |
| 2020 | +13.43% | -3.69% |
| 2019 | +20.08% | +19.33% |
| 2018 | -10.11% | -13.42% |
| 2017 | +16.07% | +8.08% |
| 2016 | +9.38% | +33.60% |
| 2015 | N/A | -5.29% |
| 2014 | N/A | +8.94% |
| 2013 | N/A | +32.90% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -3.63% |
| 2010 | N/A | +24.59% |
| 2009 | N/A | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
PSC vs DES Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current PSC drawdown is -1.40%. The current DES drawdown is -2.16%.
| Rank | PSC | DES |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between PSC and DES is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
PSC vs DES dividend yield comparison.
| Year | PSC | DES |
|---|---|---|
| 2026 | 0.28% | 0.99% |
| 2025 | 0.67% | 2.85% |
| 2024 | 0.75% | 2.81% |
| 2023 | 0.73% | 2.65% |
| 2022 | 1.92% | 2.89% |
| 2021 | 1.45% | 2.31% |
| 2020 | 1.25% | 2.75% |
| 2019 | 1.47% | 2.68% |
| 2018 | 1.30% | 3.65% |
| 2017 | 0.95% | 2.89% |
| 2016 | 0.35% | 2.70% |
| 2015 | 0.00% | 3.09% |
| 2014 | 0.00% | 2.68% |
| 2013 | 0.00% | 2.45% |
| 2012 | 0.00% | 4.04% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 3.57% |
| 2009 | 0.00% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
Select Stocks to Compare
Popular: PSC vs SPYDES vs SPY
More Comparisons
Compare with similar stocks