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PSC vs PFXF

Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformancePSC has outperformed PFXF, delivering a return of +9.8% compared to +3.3%

PSC vs PFXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PSC
$2.30B
Winner
PFXF
$2.40B
Expense Ratio
Winner
PSC
0.38%
PFXF
0.40%
Max Drawdown
PSC
47.89%
Winner
PFXF
37.25%
Sharpe Ratio
Winner
PSC
1.41
PFXF
0.65
5Y Beta
PSC
1.03
Winner
PFXF
0.43
P/E Ratio
PSC
24.83
PFXF
N/A
Forward P/E
PSC
16.02
PFXF
N/A
5Y Dividends CAGR
PSC
-5.40%
Winner
PFXF
2.31%
5Y EPS CAGR
PSC
19.30%
PFXF
N/A
Debt to Equity
PSC
60.70%
PFXF
N/A
P/S Ratio
PSC
1.37
PFXF
N/A
P/B Ratio
PSC
2.67
PFXF
N/A

PSC vs PFXF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PSC
+2.11%
PFXF
+2.02%
3M
Winner
PSC
+8.97%
PFXF
-2.22%
6M
Winner
PSC
+14.78%
PFXF
+1.73%
1Y
Winner
PSC
+33.12%
PFXF
+10.23%
5Y(CAGR)
Winner
PSC
+9.77%
PFXF
+3.28%
10Y(CAGR)
Winner
PSC
+12.13%
PFXF
+4.78%
Max(CAGR)
Winner
PSC
+12.13%
PFXF
+5.45%

PSC vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearPSCPFXF
2026+20.69%+4.05%
2025+13.28%+8.88%
2024+13.10%+8.29%
2023+19.25%+10.52%
2022-16.77%-18.62%
2021+33.74%+12.47%
2020+13.43%+7.34%
2019+20.08%+19.71%
2018-10.11%-3.18%
2017+16.07%+7.69%
2016+9.38%+5.79%
2015N/A-2.03%
2014N/A+15.44%
2013N/A-2.29%
2012N/A+4.44%

PSC vs PFXF Drawdown Comparison

The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current PSC drawdown is -0.57%. The current PFXF drawdown is -3.80%.

RankPSCPFXF
#1-46.69%
Aug 29, 2018 - Nov 24, 2020
-35.50%
Feb 5, 2020 - Nov 9, 2020
#2-25.87%
Nov 8, 2021 - Mar 1, 2024
-21.80%
Dec 31, 2021 - Sep 17, 2024
#3-23.49%
Nov 25, 2024 - Sep 8, 2025
-11.89%
Oct 16, 2024 - Jul 3, 2025
#4-9.95%
Jan 22, 2026 - Apr 17, 2026
-10.73%
Aug 29, 2018 - Feb 22, 2019
#5-9.37%
Jul 16, 2024 - Oct 14, 2024
-9.71%
May 21, 2013 - Feb 28, 2014
#6-9.19%
Jan 23, 2018 - May 17, 2018
-8.39%
Jul 29, 2016 - May 2, 2017
#7-9.03%
Jun 8, 2021 - Oct 25, 2021
-8.08%
May 18, 2015 - Mar 17, 2016
#8-8.59%
Mar 15, 2021 - May 7, 2021
-8.04%
Jun 2, 2026 - Jul 29, 2026
#9-7.12%
Mar 28, 2024 - Jul 11, 2024
-5.83%
Feb 25, 2026 - Apr 16, 2026
#10-7.12%
Oct 8, 2025 - Nov 28, 2025
-5.05%
Dec 11, 2017 - Jun 11, 2018
#11-6.67%
Sep 22, 2016 - Nov 14, 2016
-4.93%
Oct 27, 2025 - Dec 18, 2025
#12-5.90%
Jul 27, 2017 - Sep 28, 2017
-3.70%
Oct 18, 2012 - Dec 31, 2012
#13-5.57%
Nov 11, 2024 - Nov 25, 2024
-3.44%
May 11, 2026 - May 29, 2026
#14-5.37%
May 7, 2021 - May 27, 2021
-3.04%
Jan 20, 2021 - Mar 12, 2021
#15-4.61%
Apr 27, 2017 - Jun 9, 2017
-3.03%
Nov 5, 2021 - Dec 17, 2021

Correlation

Correlation between PSC and PFXF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2012 - 2026)

PSC vs PFXF dividend yield comparison.

YearPSCPFXF
20260.28%3.21%
20250.67%6.72%
20240.75%7.82%
20230.73%7.88%
20221.92%6.74%
20211.45%4.66%
20201.25%5.19%
20191.47%5.35%
20181.30%6.56%
20170.95%5.93%
20160.35%5.81%
20150.00%5.99%
20140.00%5.91%
20130.00%6.51%
20120.00%2.56%

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