SIFI vs PSET

Comparison between HARBOR SCIENTIFIC ALPHA INCOME ETF (SIFI, ETF) and PRINCIPAL QUALITY ETF (PSET, ETF).

5-Year PerformancePSET has outperformed SIFI, delivering a return of +8.6% compared to +2.2%

SIFI vs PSET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SIFI(ETF)	PSET(ETF)
Net Assets	$33M	$33M
Expense Ratio	0.50%	0.15%
Max Drawdown	18.15%	34.74%
Sharpe Ratio	0.83	0.26
5Y Beta	0.14	1.03
P/E Ratio	N/A	25.86
Forward P/E	N/A	21.69
PEG Ratio	N/A	0.86
5Y Dividends CAGR	N/A	-1.59%
5Y EPS CAGR	N/A	26.88%
Debt to Equity	N/A	5.19%
P/S Ratio	N/A	4.37
P/B Ratio	N/A	5.75

Net Assets

SIFI

$33M

PSET

$33M

Expense Ratio

SIFI

0.50%

Winner

PSET

0.15%

Max Drawdown

Winner

SIFI

18.15%

PSET

34.74%

Sharpe Ratio

Winner

SIFI

0.83

PSET

0.26

5Y Beta

Winner

SIFI

0.14

PSET

1.03

P/E Ratio

SIFI

N/A

PSET

25.86

Forward P/E

SIFI

N/A

PSET

21.69

PEG Ratio

SIFI

N/A

PSET

0.86

5Y Dividends CAGR

SIFI

N/A

PSET

-1.59%

5Y EPS CAGR

SIFI

N/A

PSET

26.88%

Debt to Equity

SIFI

N/A

PSET

5.19%

P/S Ratio

SIFI

N/A

PSET

4.37

P/B Ratio

SIFI

N/A

PSET

5.75

SIFI vs PSET - Historical Returns

Returns include dividend reinvestment.

Period	SIFI	PSET
1 month	+0.03%	+1.14%
3 months	+0.27%	+1.23%
6 months	+1.38%	-1.97%
1 year	+6.89%	+6.38%
5 years(CAGR)	+2.23%	+8.63%
10 years(CAGR)	N/A	+12.62%
Max(CAGR)	+2.23%	+12.63%

SIFI

+0.03%

Winner

PSET

+1.14%

SIFI

+0.27%

Winner

PSET

+1.23%

Winner

SIFI

+1.38%

PSET

-1.97%

Winner

SIFI

+6.89%

PSET

+6.38%

5Y(CAGR)

SIFI

+2.23%

Winner

PSET

+8.63%

10Y(CAGR)

SIFI

N/A

PSET

+12.62%

Max(CAGR)

SIFI

+2.23%

Winner

PSET

+12.63%

SIFI vs PSET - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	SIFI	PSET
2026	+0.94%	-1.29%
2025	+8.66%	+7.74%
2024	+5.41%	+19.06%
2023	+8.65%	+24.21%
2022	-10.15%	-15.17%
2021	-1.05%	+31.75%
2020	N/A	+15.73%
2019	N/A	+34.98%
2018	N/A	-2.29%
2017	N/A	+24.21%
2016	N/A	+5.66%

SIFI vs PSET Drawdown Comparison

The maximum drawdown for SIFI was -14.68%, occurring on Sep 27, 2022. Recovery took 723 trading sessions.

The maximum drawdown for PSET was -34.74%, occurring on Mar 23, 2020. Recovery took 131 trading sessions.

The current SIFI drawdown is -0.41%. The current PSET drawdown is -3.57%.

Rank	SIFI	PSET
#1	-14.68% Sep 16, 2021 - Aug 2, 2024	-34.74% Feb 19, 2020 - Aug 25, 2020
#2	-3.46% Mar 3, 2025 - May 29, 2025	-25.61% Dec 31, 2021 - Dec 11, 2023
#3	-2.71% Feb 27, 2026 - Mar 27, 2026	-21.96% Jan 23, 2025 - Jul 24, 2025
#4	-2.05% Dec 6, 2024 - Feb 5, 2025	-13.62% Sep 18, 2018 - Feb 25, 2019
#5	-1.75% Sep 19, 2024 - Dec 6, 2024	-12.94% Jan 9, 2026 - Mar 30, 2026
#6	-0.94% Jun 30, 2025 - Aug 1, 2025	-10.12% Jul 16, 2024 - Sep 24, 2024
#7	-0.91% Oct 27, 2025 - Nov 26, 2025	-8.04% Jan 26, 2018 - Aug 6, 2018
#8	-0.80% Feb 5, 2025 - Feb 21, 2025	-7.59% Sep 3, 2021 - Nov 4, 2021
#9	-0.68% Jun 4, 2025 - Jun 12, 2025	-7.55% Sep 2, 2020 - Oct 13, 2020
#10	-0.59% Oct 2, 2025 - Oct 15, 2025	-7.43% Mar 22, 2024 - Jun 12, 2024
#11	-0.55% Aug 13, 2025 - Aug 22, 2025	-6.73% Oct 14, 2020 - Nov 5, 2020
#12	-0.54% Nov 28, 2025 - Dec 18, 2025	-5.98% Aug 23, 2016 - Jan 19, 2017
#13	-0.52% Sep 16, 2025 - Oct 1, 2025	-5.85% Jul 26, 2019 - Sep 19, 2019
#14	-0.51% Aug 23, 2024 - Sep 4, 2024	-5.80% Oct 27, 2025 - Jan 6, 2026
#15	-0.41% Aug 2, 2024 - Aug 13, 2024	-5.29% Apr 30, 2019 - Jun 13, 2019

Correlation

Correlation between SIFI and PSET is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2016 - 2026)

SIFI vs PSET dividend yield comparison.

Year	SIFI	PSET
2026	2.01%	0.19%
2025	6.57%	0.59%
2024	5.87%	0.69%
2023	5.71%	0.85%
2022	3.88%	1.47%
2021	0.86%	0.89%
2020	0.00%	1.09%
2019	0.00%	1.52%
2018	0.00%	1.33%
2017	0.00%	1.02%
2016	0.00%	1.26%