PSC vs FIDU
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF).
5-Year PerformanceFIDU has outperformed PSC, delivering a return of +13.1% compared to +7.8%
PSC vs FIDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$2.10B
FIDU
$2.10B
Expense Ratio
PSC
0.38%
Winner
FIDU
0.08%
Max Drawdown
PSC
47.89%
Winner
FIDU
42.69%
Sharpe Ratio
PSC
1.16
Winner
FIDU
1.26
5Y Beta
PSC
1.05
Winner
FIDU
0.95
P/E Ratio
Winner
PSC
25.64
FIDU
35.55
Forward P/E
Winner
PSC
14.93
FIDU
25.84
5Y Dividends CAGR
PSC
-2.75%
Winner
FIDU
7.96%
5Y EPS CAGR
Winner
PSC
16.05%
FIDU
12.32%
Debt to Equity
Winner
PSC
49.44%
FIDU
68.45%
P/S Ratio
Winner
PSC
1.30
FIDU
2.91
P/B Ratio
Winner
PSC
2.19
FIDU
6.44
PSC vs FIDU - Holdings Comparison
PSC and FIDU have 68 common holdings. Overlap is 3.63%
PSC's top 25 holdings weight is 17.10%. FIDU's top 25 holdings weight is 50.85%.
| Rank | PSC | FIDU |
|---|---|---|
| #1 | COEUR MINING INC (CDE) - 1.05% | CATERPILLAR INC (CAT) - 5.83% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 1.04% | GE AEROSPACE (GE) - 4.91% |
| #3 | NEXTPOWER INC CLASS A (NXT) - 1.01% | GE VERNOVA INC (GEV) - 3.71% |
| #4 | FABRINET (FN) - 1.00% | RTX CORP (RTX) - 3.40% |
| #5 | ARGAN INC (AGX) - 0.91% | BOEING CO (BA) - 2.42% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.84% | UNION PACIFIC CORP (UNP) - 2.26% |
| #7 | DYCOM INDUSTRIES INC (DY) - 0.83% | EATON CORP PLC (ETN) - 2.25% |
| #8 | GUARDANT HEALTH INC (GH) - 0.75% | HONEYWELL INTERNATIONAL INC (HON) - 2.18% |
| #9 | BRIDGEBIO PHARMA INC (BBIO) - 0.72% | DEERE & CO (DE) - 1.91% |
| #10 | n/a (AHR) - 0.71% | UBER TECHNOLOGIES INC (UBER) - 1.90% |
| #11 | PRIMORIS SERVICES CORP (PRIM) - 0.70% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.70% |
| #12 | CHART INDUSTRIES INC (GTLS) - 0.68% | LOCKHEED MARTIN CORP (LMT) - 1.55% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68% | PARKER HANNIFIN CORP (PH) - 1.50% |
| #14 | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68% | QUANTA SERVICES INC (PWR) - 1.49% |
| #15 | RAMBUS INC (RMBS) - 0.65% | HOWMET AEROSPACE INC (HWM) - 1.48% |
| #16 | HANCOCK WHITNEY CORP (HWC) - 0.64% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.44% |
| #17 | BRINKER INTERNATIONAL INC (EAT) - 0.62% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.36% |
| #18 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.60% | CUMMINS INC (CMI) - 1.29% |
| #19 | COMPASS INC CLASS A (COMP) - 0.59% | CSX CORP (CSX) - 1.24% |
| #20 | CARETRUST REIT INC (CTRE) - 0.58% | WASTE MANAGEMENT INC (WM) - 1.24% |
| #21 | FIRST BANCORP (FBP) - 0.39% | n/a (JCI) - 1.19% |
| #22 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.17% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.36% | 3M CO (MMM) - 1.15% |
| #24 | AMICUS THERAPEUTICS INC (FOLD) - 0.36% | EMERSON ELECTRIC CO (EMR) - 1.15% |
| #25 | ENSIGN GROUP INC (ENSG) - 0.35% | GENERAL DYNAMICS CORP (GD) - 1.13% |
| Total Holdings | 585 | 364 |
PSC vs FIDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSC
+1.39%
FIDU
+1.03%
3M
Winner
PSC
+12.37%
FIDU
+4.22%
6M
PSC
+13.28%
Winner
FIDU
+16.57%
1Y
PSC
+25.28%
Winner
FIDU
+26.13%
5Y(CAGR)
PSC
+7.83%
Winner
FIDU
+13.13%
10Y(CAGR)
PSC
+11.61%
Winner
FIDU
+14.15%
Max(CAGR)
PSC
+11.61%
Winner
FIDU
+12.72%
PSC vs FIDU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | PSC | FIDU |
|---|---|---|
| 2026 | +13.22% | +13.02% |
| 2025 | +13.28% | +19.17% |
| 2024 | +13.10% | +17.74% |
| 2023 | +19.25% | +22.28% |
| 2022 | -16.77% | -7.83% |
| 2021 | +33.74% | +23.98% |
| 2020 | +13.43% | +11.93% |
| 2019 | +20.08% | +30.46% |
| 2018 | -10.11% | -14.44% |
| 2017 | +16.07% | +21.32% |
| 2016 | +9.38% | +22.33% |
| 2015 | N/A | -3.22% |
| 2014 | N/A | +8.05% |
| 2013 | N/A | +7.91% |
PSC vs FIDU Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current PSC drawdown is -1.42%. The current FIDU drawdown is -0.93%.
| Rank | PSC | FIDU |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -42.29% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -24.52% Sep 21, 2018 - Jul 16, 2019 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -22.86% Nov 16, 2021 - Jun 29, 2023 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -20.53% Nov 29, 2024 - Jun 26, 2025 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -16.19% Mar 2, 2015 - Apr 26, 2016 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -12.97% Aug 1, 2023 - Dec 11, 2023 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -12.23% Mar 2, 2026 - May 6, 2026 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -11.25% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -11.11% Jan 26, 2018 - Sep 18, 2018 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -7.70% Jul 24, 2019 - Sep 13, 2019 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -7.31% Jan 15, 2014 - Mar 4, 2014 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -6.60% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -6.54% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -6.38% Aug 11, 2021 - Oct 21, 2021 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -6.37% Jan 12, 2021 - Feb 9, 2021 |
Correlation
Correlation between PSC and FIDU is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
PSC vs FIDU dividend yield comparison.
| Year | PSC | FIDU |
|---|---|---|
| 2026 | 0.16% | 0.28% |
| 2025 | 0.67% | 1.02% |
| 2024 | 0.75% | 1.42% |
| 2023 | 0.73% | 1.42% |
| 2022 | 1.92% | 1.48% |
| 2021 | 1.45% | 1.12% |
| 2020 | 1.25% | 1.28% |
| 2019 | 1.47% | 1.73% |
| 2018 | 1.30% | 1.99% |
| 2017 | 0.95% | 1.60% |
| 2016 | 0.35% | 1.63% |
| 2015 | 0.00% | 1.98% |
| 2014 | 0.00% | 1.55% |
| 2013 | 0.00% | 0.31% |
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