SFLR vs PSC
Comparison between Innovator Equity Managed Floor ETF (SFLR, ETF) and Principal U.S. Small-Cap ETF (PSC, ETF).
SFLR vs PSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFLR
$2.10B
Winner
PSC
$2.20B
Expense Ratio
SFLR
0.89%
Winner
PSC
0.38%
Max Drawdown
Winner
SFLR
12.21%
PSC
47.89%
Sharpe Ratio
SFLR
0.83
Winner
PSC
1.35
5Y Beta
Winner
SFLR
0.58
PSC
1.02
P/E Ratio
SFLR
27.38
Winner
PSC
24.66
Forward P/E
SFLR
21.12
Winner
PSC
16.74
5Y Dividends CAGR
SFLR
N/A
PSC
-5.40%
5Y EPS CAGR
Winner
SFLR
26.02%
PSC
24.87%
Debt to Equity
Winner
SFLR
-6.34%
PSC
-1.41%
P/S Ratio
SFLR
3.84
Winner
PSC
1.34
P/B Ratio
SFLR
5.57
Winner
PSC
2.59
SFLR vs PSC - Holdings Comparison
SFLR and PSC have 2 common holdings. Overlap is -0.08%
SFLR's top 25 holdings weight is 55.77%. PSC's top 25 holdings weight is 15.72%.
| Rank | SFLR | PSC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.62% | SEZZLE INC (SEZL) - 1.09% |
| #2 | APPLE INC (AAPL) - 7.50% | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 0.84% |
| #3 | MICROSOFT CORP (MSFT) - 4.26% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.77% |
| #4 | AMAZON.COM INC (AMZN) - 3.84% | n/a (HIMS) - 0.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.20% | ARGAN INC (AGX) - 0.71% |
| #6 | BROADCOM INC (AVGO) - 2.96% | WISDOMTREE INC (WT) - 0.71% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.76% | BRINKER INTERNATIONAL INC (EAT) - 0.70% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.06% | ENOVA INTERNATIONAL INC (ENVA) - 0.65% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.05% | BLACK HILLS CORP (BKH) - 0.62% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.77% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.61% |
| #11 | ELI LILLY AND CO (LLY) - 1.75% | STONEX GROUP INC (SNEX) - 0.60% |
| #12 | TESLA INC (TSLA) - 1.70% | MYR GROUP INC (MYRG) - 0.60% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.69% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.59% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.31% | FIRSTCASH HOLDINGS INC (FCFS) - 0.59% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% | ENERSYS (ENS) - 0.58% |
| #16 | VISA INC CLASS A (V) - 1.18% | MAREX GROUP LTD (MRX) - 0.58% |
| #17 | CISCO SYSTEMS INC (CSCO) - 1.12% | n/a (TXG) - 0.56% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.10% | CARETRUST REIT INC (CTRE) - 0.55% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.00% | TEXAS CAPITAL BANCSHARES INC (TCBI) - 0.54% |
| #20 | INTEL CORP (INTC) - 0.98% | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 0.53% |
| #21 | ABBVIE INC (ABBV) - 0.97% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.53% |
| #22 | CATERPILLAR INC (CAT) - 0.95% | MOOG INC CLASS A (MOG-A) - 0.52% |
| #23 | WALMART INC (WMT) - 0.95% | HEALTHEQUITY INC (HQY) - 0.52% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.89% | PATTERSON-UTI ENERGY INC (PTEN) - 0.51% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.89% | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.50% |
| Total Holdings | 193 | 625 |
SFLR vs PSC - Historical Returns
Returns include dividend reinvestment.
1M
SFLR
+0.83%
Winner
PSC
+1.56%
3M
SFLR
+1.79%
Winner
PSC
+9.25%
6M
SFLR
+5.58%
Winner
PSC
+14.73%
1Y
SFLR
+12.49%
Winner
PSC
+30.48%
5Y(CAGR)
SFLR
N/A
PSC
+10.36%
10Y(CAGR)
SFLR
N/A
PSC
+12.07%
Max(CAGR)
Winner
SFLR
+16.16%
PSC
+12.07%
SFLR vs PSC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SFLR | PSC |
|---|---|---|
| 2026 | +5.33% | +20.58% |
| 2025 | +13.57% | +13.28% |
| 2024 | +20.43% | +13.10% |
| 2023 | +21.57% | +19.25% |
| 2022 | +1.38% | -16.77% |
| 2021 | N/A | +33.74% |
| 2020 | N/A | +13.43% |
| 2019 | N/A | +20.08% |
| 2018 | N/A | -10.11% |
| 2017 | N/A | +16.07% |
| 2016 | N/A | +9.38% |
SFLR vs PSC Drawdown Comparison
The maximum drawdown for SFLR was -12.13%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The current SFLR drawdown is -1.37%. The current PSC drawdown is -1.40%.
| Rank | SFLR | PSC |
|---|---|---|
| #1 | -12.13% Feb 19, 2025 - Jul 9, 2025 | -46.69% Aug 29, 2018 - Nov 24, 2020 |
| #2 | -7.44% Jul 31, 2023 - Dec 13, 2023 | -25.87% Nov 8, 2021 - Mar 1, 2024 |
| #3 | -6.79% Jan 12, 2026 - May 6, 2026 | -23.49% Nov 25, 2024 - Sep 8, 2025 |
| #4 | -6.07% Jul 16, 2024 - Sep 30, 2024 | -9.95% Jan 22, 2026 - Apr 17, 2026 |
| #5 | -5.40% Dec 2, 2022 - Jan 31, 2023 | -9.37% Jul 16, 2024 - Oct 14, 2024 |
| #6 | -5.29% Feb 15, 2023 - Apr 11, 2023 | -9.19% Jan 23, 2018 - May 17, 2018 |
| #7 | -4.60% Mar 28, 2024 - May 15, 2024 | -9.03% Jun 8, 2021 - Oct 25, 2021 |
| #8 | -3.96% Nov 3, 2025 - Dec 10, 2025 | -8.59% Mar 15, 2021 - May 7, 2021 |
| #9 | -3.86% Jun 4, 2026 - Aug 13, 2026 | -7.12% Mar 28, 2024 - Jul 11, 2024 |
| #10 | -3.39% Dec 6, 2024 - Feb 13, 2025 | -7.12% Oct 8, 2025 - Nov 28, 2025 |
| #11 | -2.29% Dec 11, 2025 - Dec 24, 2025 | -6.67% Sep 22, 2016 - Nov 14, 2016 |
| #12 | -2.20% Oct 8, 2025 - Oct 21, 2025 | -5.90% Jul 27, 2017 - Sep 28, 2017 |
| #13 | -2.07% Oct 18, 2024 - Nov 6, 2024 | -5.57% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -1.90% Dec 28, 2023 - Jan 11, 2024 | -5.37% May 7, 2021 - May 27, 2021 |
| #15 | -1.85% Jul 28, 2025 - Aug 8, 2025 | -4.61% Apr 27, 2017 - Jun 9, 2017 |
Correlation
Correlation between SFLR and PSC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
SFLR vs PSC dividend yield comparison.
| Year | SFLR | PSC |
|---|---|---|
| 2026 | 0.14% | 0.28% |
| 2025 | 0.33% | 0.67% |
| 2024 | 0.42% | 0.75% |
| 2023 | 1.16% | 0.73% |
| 2022 | 0.06% | 1.92% |
| 2021 | 0.00% | 1.45% |
| 2020 | 0.00% | 1.25% |
| 2019 | 0.00% | 1.47% |
| 2018 | 0.00% | 1.30% |
| 2017 | 0.00% | 0.95% |
| 2016 | 0.00% | 0.35% |
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