PSC vs EPP
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformancePSC has outperformed EPP, delivering a return of +9.7% compared to +5.2%
PSC vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$2.10B
EPP
$2.10B
Expense Ratio
Winner
PSC
0.38%
EPP
0.47%
Max Drawdown
Winner
PSC
47.89%
EPP
67.70%
Sharpe Ratio
Winner
PSC
1.39
EPP
0.80
5Y Beta
PSC
1.04
Winner
EPP
0.76
P/E Ratio
PSC
26.88
EPP
N/A
Forward P/E
PSC
15.05
EPP
N/A
PEG Ratio
PSC
-0.72
EPP
N/A
5Y Dividends CAGR
PSC
-2.75%
Winner
EPP
9.78%
5Y EPS CAGR
PSC
15.65%
EPP
N/A
Debt to Equity
PSC
50.04%
EPP
N/A
PSC vs EPP - Holdings Comparison
PSC and EPP have 1 common holdings. Overlap is -0.87%
PSC's top 25 holdings weight is 17.10%. EPP's top 25 holdings weight is 69.88%.
| Rank | PSC | EPP |
|---|---|---|
| #1 | COEUR MINING INC (CDE) - 1.05% | BHP GROUP LTD (n/a) - 10.10% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 1.04% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.68% |
| #3 | NEXTPOWER INC CLASS A (NXT) - 1.01% | AIA GROUP LTD (n/a) - 4.89% |
| #4 | FABRINET (FN) - 1.00% | DBS GROUP HOLDINGS LTD (n/a) - 4.51% |
| #5 | ARGAN INC (AGX) - 0.91% | WESTPAC BANKING CORP (n/a) - 3.93% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.84% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.64% |
| #7 | DYCOM INDUSTRIES INC (DY) - 0.83% | ANZ GROUP HOLDINGS LTD (n/a) - 3.35% |
| #8 | GUARDANT HEALTH INC (GH) - 0.75% | WESFARMERS LTD (n/a) - 2.88% |
| #9 | BRIDGEBIO PHARMA INC (BBIO) - 0.72% | MACQUARIE GROUP LTD (n/a) - 2.76% |
| #10 | n/a (AHR) - 0.71% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.67% |
| #11 | PRIMORIS SERVICES CORP (PRIM) - 0.70% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.54% |
| #12 | CHART INDUSTRIES INC (GTLS) - 0.68% | RIO TINTO LTD (n/a) - 2.23% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68% | GOODMAN GROUP (n/a) - 2.01% |
| #14 | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.84% |
| #15 | RAMBUS INC (RMBS) - 0.65% | SEA LTD ADR (SE) - 1.59% |
| #16 | HANCOCK WHITNEY CORP (HWC) - 0.64% | UNITED OVERSEAS BANK LTD (n/a) - 1.59% |
| #17 | BRINKER INTERNATIONAL INC (EAT) - 0.62% | TRANSURBAN GROUP (n/a) - 1.46% |
| #18 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.60% | CSL LTD (n/a) - 1.45% |
| #19 | COMPASS INC CLASS A (COMP) - 0.59% | WOOLWORTHS GROUP LTD (n/a) - 1.36% |
| #20 | CARETRUST REIT INC (CTRE) - 0.58% | FORTESCUE LTD (n/a) - 1.16% |
| #21 | FIRST BANCORP (FBP) - 0.39% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.12% |
| #22 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36% | QBE INSURANCE GROUP LTD (n/a) - 1.07% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.36% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.06% |
| #24 | AMICUS THERAPEUTICS INC (FOLD) - 0.36% | BOC HONG KONG HOLDINGS LTD (n/a) - 1.02% |
| #25 | ENSIGN GROUP INC (ENSG) - 0.35% | SUN HUNG KAI PROPERTIES LTD (n/a) - 0.97% |
| Total Holdings | 585 | 110 |
PSC vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSC
+7.64%
EPP
-0.66%
3M
Winner
PSC
+19.67%
EPP
+2.92%
6M
Winner
PSC
+16.78%
EPP
+9.73%
1Y
Winner
PSC
+32.41%
EPP
+15.65%
5Y(CAGR)
Winner
PSC
+9.66%
EPP
+5.19%
10Y(CAGR)
Winner
PSC
+11.97%
EPP
+7.80%
Max(CAGR)
Winner
PSC
+11.97%
EPP
+10.66%
PSC vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PSC | EPP |
|---|---|---|
| 2026 | +17.19% | +7.05% |
| 2025 | +13.28% | +19.75% |
| 2024 | +13.10% | +6.00% |
| 2023 | +19.25% | +6.11% |
| 2022 | -16.77% | -6.79% |
| 2021 | +33.74% | +3.86% |
| 2020 | +13.43% | +4.97% |
| 2019 | +20.08% | +19.27% |
| 2018 | -10.11% | -11.62% |
| 2017 | +16.07% | +24.09% |
| 2016 | +9.38% | +9.01% |
| 2015 | N/A | -8.36% |
| 2014 | N/A | -1.03% |
| 2013 | N/A | +1.73% |
| 2012 | N/A | +22.74% |
| 2011 | N/A | -14.42% |
| 2010 | N/A | +13.87% |
| 2009 | N/A | +62.26% |
| 2008 | N/A | -46.98% |
| 2007 | N/A | +41.21% |
| 2006 | N/A | +40.52% |
| 2005 | N/A | +22.96% |
| 2004 | N/A | +34.46% |
| 2003 | N/A | +49.97% |
| 2002 | N/A | -2.91% |
| 2001 | N/A | +9.54% |
PSC vs EPP Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for EPP was -62.61%, occurring on Nov 20, 2008. Recovery took 759 trading sessions.
The current EPP drawdown is -3.75%.
| Rank | PSC | EPP |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -62.61% Oct 31, 2007 - Nov 4, 2010 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -28.79% Apr 28, 2011 - Dec 18, 2012 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -18.74% May 22, 2002 - May 27, 2003 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
Correlation
Correlation between PSC and EPP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2001 - 2026)
PSC vs EPP dividend yield comparison.
| Year | PSC | EPP |
|---|---|---|
| 2026 | 0.16% | 1.53% |
| 2025 | 0.67% | 3.77% |
| 2024 | 0.75% | 3.81% |
| 2023 | 0.73% | 4.10% |
| 2022 | 1.92% | 4.37% |
| 2021 | 1.45% | 4.58% |
| 2020 | 1.25% | 2.28% |
| 2019 | 1.47% | 3.89% |
| 2018 | 1.30% | 5.00% |
| 2017 | 0.95% | 4.15% |
| 2016 | 0.35% | 3.96% |
| 2015 | 0.00% | 4.90% |
| 2014 | 0.00% | 4.33% |
| 2013 | 0.00% | 4.08% |
| 2012 | 0.00% | 4.21% |
| 2011 | 0.00% | 4.41% |
| 2010 | 0.00% | 3.30% |
| 2009 | 0.00% | 3.45% |
| 2008 | 0.00% | 3.48% |
| 2007 | 0.00% | 14.17% |
| 2006 | 0.00% | 12.73% |
| 2005 | 0.00% | 11.24% |
| 2004 | 0.00% | 10.02% |
| 2003 | 0.00% | 6.25% |
| 2002 | 0.00% | 5.23% |
| 2001 | 0.00% | 1.50% |
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