PSC vs SPY
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PSC, delivering a return of +13.3% compared to +7.9%
PSC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$1.80B
Winner
SPY
$652B
Expense Ratio
PSC
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
PSC
47.89%
SPY
56.47%
Sharpe Ratio
PSC
1.42
Winner
SPY
2.07
5Y Beta
PSC
1.04
Winner
SPY
1.00
P/E Ratio
Winner
PSC
26.70
SPY
28.24
Forward P/E
Winner
PSC
14.87
SPY
21.85
5Y Dividends CAGR
PSC
-2.75%
Winner
SPY
5.43%
5Y EPS CAGR
PSC
15.49%
Winner
SPY
25.79%
Debt to Equity
PSC
N/A
SPY
22.35%
P/S Ratio
Winner
PSC
1.43
SPY
3.55
P/B Ratio
Winner
PSC
2.16
SPY
5.29
PSC vs SPY - Holdings Comparison
PSC and SPY have 1 common holdings. Overlap is 0.00%
PSC's top 25 holdings weight is 17.10%. SPY's top 25 holdings weight is 51.32%.
| Rank | PSC | SPY |
|---|---|---|
| #1 | COEUR MINING INC (CDE) - 1.05% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 1.04% | APPLE INC (AAPL) - 6.48% |
| #3 | NEXTPOWER INC CLASS A (NXT) - 1.01% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | FABRINET (FN) - 1.00% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ARGAN INC (AGX) - 0.91% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | STERLING INFRASTRUCTURE INC (STRL) - 0.84% | BROADCOM INC (AVGO) - 3.09% |
| #7 | DYCOM INDUSTRIES INC (DY) - 0.83% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | GUARDANT HEALTH INC (GH) - 0.75% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | BRIDGEBIO PHARMA INC (BBIO) - 0.72% | TESLA INC (TSLA) - 1.73% |
| #10 | n/a (AHR) - 0.71% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | PRIMORIS SERVICES CORP (PRIM) - 0.70% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CHART INDUSTRIES INC (GTLS) - 0.68% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.68% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | PAGSEGURO DIGITAL LTD CLASS A (PAGS) - 0.68% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | RAMBUS INC (RMBS) - 0.65% | WALMART INC (WMT) - 0.91% |
| #16 | HANCOCK WHITNEY CORP (HWC) - 0.64% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | BRINKER INTERNATIONAL INC (EAT) - 0.62% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.60% | VISA INC CLASS A (V) - 0.85% |
| #19 | COMPASS INC CLASS A (COMP) - 0.59% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CARETRUST REIT INC (CTRE) - 0.58% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | FIRST BANCORP (FBP) - 0.39% | INTEL CORP (INTC) - 0.65% |
| #22 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.36% | NETFLIX INC (NFLX) - 0.64% |
| #23 | FEDERAL SIGNAL CORP (FSS) - 0.36% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | AMICUS THERAPEUTICS INC (FOLD) - 0.36% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ENSIGN GROUP INC (ENSG) - 0.35% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 585 | 505 |
PSC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PSC
+7.71%
Winner
SPY
+9.11%
3M
PSC
+5.88%
Winner
SPY
+6.59%
6M
Winner
PSC
+15.36%
SPY
+10.56%
1Y
PSC
+30.52%
Winner
SPY
+32.04%
5Y(CAGR)
PSC
+7.94%
Winner
SPY
+13.35%
10Y(CAGR)
PSC
+11.56%
Winner
SPY
+15.49%
Max(CAGR)
Winner
PSC
+11.56%
SPY
+8.50%
PSC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PSC | SPY |
|---|---|---|
| 2026 | +11.67% | +8.27% |
| 2025 | +13.28% | +18.00% |
| 2024 | +13.10% | +25.59% |
| 2023 | +19.25% | +26.72% |
| 2022 | -16.77% | -18.64% |
| 2021 | +33.74% | +30.52% |
| 2020 | +13.43% | +17.28% |
| 2019 | +20.08% | +31.09% |
| 2018 | -10.11% | -5.24% |
| 2017 | +16.07% | +20.78% |
| 2016 | +9.38% | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PSC vs SPY Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PSC drawdown is -0.31%.
| Rank | PSC | SPY |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PSC and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
PSC vs SPY dividend yield comparison.
| Year | PSC | SPY |
|---|---|---|
| 2026 | 0.17% | 0.24% |
| 2025 | 0.67% | 1.07% |
| 2024 | 0.75% | 1.21% |
| 2023 | 0.73% | 1.40% |
| 2022 | 1.92% | 1.65% |
| 2021 | 1.45% | 1.20% |
| 2020 | 1.25% | 1.52% |
| 2019 | 1.47% | 1.75% |
| 2018 | 1.30% | 2.04% |
| 2017 | 0.95% | 1.80% |
| 2016 | 0.35% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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