PSC vs TAGG

Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).

5-Year PerformancePSC has outperformed TAGG, delivering a return of +10.4% compared to +0.2%

PSC vs TAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSC(ETF)	TAGG(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.38%	0.08%
Max Drawdown	47.89%	21.31%
Sharpe Ratio	1.35	-0.34
5Y Beta	1.02	0.03
P/E Ratio	24.66	N/A
Forward P/E	16.74	N/A
5Y Dividends CAGR	-5.40%	N/A
5Y EPS CAGR	24.87%	N/A
Debt to Equity	-1.41%	N/A
P/S Ratio	1.34	N/A
P/B Ratio	2.59	N/A

Net Assets

PSC

$2.20B

Winner

TAGG

$2.30B

Expense Ratio

PSC

0.38%

Winner

TAGG

0.08%

Max Drawdown

PSC

47.89%

Winner

TAGG

21.31%

Sharpe Ratio

Winner

PSC

1.35

TAGG

-0.34

5Y Beta

PSC

1.02

Winner

TAGG

0.03

P/E Ratio

PSC

24.66

TAGG

N/A

Forward P/E

PSC

16.74

TAGG

N/A

5Y Dividends CAGR

PSC

-5.40%

TAGG

N/A

5Y EPS CAGR

PSC

24.87%

TAGG

N/A

Debt to Equity

PSC

-1.41%

TAGG

N/A

P/S Ratio

PSC

1.34

TAGG

N/A

P/B Ratio

PSC

2.59

TAGG

N/A

PSC vs TAGG - Historical Returns

Returns include dividend reinvestment.

Period	PSC	TAGG
1 month	+1.56%	-0.04%
3 months	+9.25%	+0.25%
6 months	+14.73%	-1.50%
1 year	+30.48%	+2.72%
5 years(CAGR)	+10.36%	+0.16%
10 years(CAGR)	+12.07%	N/A
Max(CAGR)	+12.07%	+0.16%

Winner

PSC

+1.56%

TAGG

-0.04%

Winner

PSC

+9.25%

TAGG

+0.25%

Winner

PSC

+14.73%

TAGG

-1.50%

Winner

PSC

+30.48%

TAGG

+2.72%

5Y(CAGR)

Winner

PSC

+10.36%

TAGG

+0.16%

10Y(CAGR)

PSC

+12.07%

TAGG

N/A

Max(CAGR)

Winner

PSC

+12.07%

TAGG

+0.16%

PSC vs TAGG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	PSC	TAGG
2026	+20.58%	-0.18%
2025	+13.28%	+7.35%
2024	+13.10%	+2.10%
2023	+19.25%	+5.30%
2022	-16.77%	-12.04%
2021	+33.74%	+0.01%
2020	+13.43%	N/A
2019	+20.08%	N/A
2018	-10.11%	N/A
2017	+16.07%	N/A
2016	+9.38%	N/A

PSC vs TAGG Drawdown Comparison

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

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The current PSC drawdown is -1.40%. The current TAGG drawdown is -2.36%.

Rank	PSC	TAGG
#1	-46.69% Aug 29, 2018 - Nov 24, 2020	-17.27% Nov 9, 2021 - Oct 16, 2025
#2	-25.87% Nov 8, 2021 - Mar 1, 2024	-3.19% Feb 27, 2026 - May 19, 2026
#3	-23.49% Nov 25, 2024 - Sep 8, 2025	-1.08% Oct 27, 2025 - Nov 26, 2025
#4	-9.95% Jan 22, 2026 - Apr 17, 2026	-1.01% Oct 1, 2021 - Nov 5, 2021
#5	-9.37% Jul 16, 2024 - Oct 14, 2024	-0.88% Nov 26, 2025 - Jan 14, 2026
#6	-9.19% Jan 23, 2018 - May 17, 2018	-0.62% Jan 14, 2026 - Feb 5, 2026
#7	-9.03% Jun 8, 2021 - Oct 25, 2021	-0.21% Nov 5, 2021 - Nov 9, 2021
#8	-8.59% Mar 15, 2021 - May 7, 2021	-0.19% Oct 22, 2025 - Oct 27, 2025
#9	-7.12% Mar 28, 2024 - Jul 11, 2024	-0.17% Feb 10, 2026 - Feb 12, 2026
#10	-7.12% Oct 8, 2025 - Nov 28, 2025	-0.15% Feb 17, 2026 - Feb 23, 2026
#11	-6.67% Sep 22, 2016 - Nov 14, 2016	-0.14% Feb 6, 2026 - Feb 10, 2026
#12	-5.90% Jul 27, 2017 - Sep 28, 2017	-0.07% Feb 23, 2026 - Feb 26, 2026
#13	-5.57% Nov 11, 2024 - Nov 25, 2024	-0.07% Oct 16, 2025 - Oct 20, 2025
#14	-5.37% May 7, 2021 - May 27, 2021	N/A
#15	-4.61% Apr 27, 2017 - Jun 9, 2017	N/A

Correlation

Correlation between PSC and TAGG is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2016 - 2026)

PSC vs TAGG dividend yield comparison.

Year	PSC	TAGG
2026	0.28%	2.60%
2025	0.67%	4.36%
2024	0.75%	4.36%
2023	0.73%	3.48%
2022	1.92%	3.67%
2021	1.45%	0.33%
2020	1.25%	0.00%
2019	1.47%	0.00%
2018	1.30%	0.00%
2017	0.95%	0.00%
2016	0.35%	0.00%