SPBO vs PSC

Comparison between STATE STREET(R) SPDR PORTFOLIO CORPORATE BOND ETF (SPBO, ETF) and Principal U.S. Small-Cap ETF (PSC, ETF).

5-Year PerformancePSC has outperformed SPBO, delivering a return of +10.4% compared to -0.0%

SPBO vs PSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPBO(ETF)	PSC(ETF)
Net Assets	$2.10B	$2.20B
Expense Ratio	0.03%	0.38%
Max Drawdown	26.39%	47.89%
Sharpe Ratio	-0.37	1.35
5Y Beta	0.12	1.02
P/E Ratio	N/A	24.66
Forward P/E	N/A	16.74
5Y Dividends CAGR	8.96%	-5.40%
5Y EPS CAGR	N/A	24.87%
Debt to Equity	N/A	-1.41%
P/S Ratio	N/A	1.34
P/B Ratio	N/A	2.59

Net Assets

SPBO

$2.10B

Winner

PSC

$2.20B

Expense Ratio

Winner

SPBO

0.03%

PSC

0.38%

Max Drawdown

Winner

SPBO

26.39%

PSC

47.89%

Sharpe Ratio

SPBO

-0.37

Winner

PSC

1.35

5Y Beta

Winner

SPBO

0.12

PSC

1.02

P/E Ratio

SPBO

N/A

PSC

24.66

Forward P/E

SPBO

N/A

PSC

16.74

5Y Dividends CAGR

Winner

SPBO

8.96%

PSC

-5.40%

5Y EPS CAGR

SPBO

N/A

PSC

24.87%

Debt to Equity

SPBO

N/A

PSC

-1.41%

P/S Ratio

SPBO

N/A

PSC

1.34

P/B Ratio

SPBO

N/A

PSC

2.59

SPBO vs PSC - Historical Returns

Returns include dividend reinvestment.

Period	SPBO	PSC
1 month	-0.23%	+1.56%
3 months	-0.36%	+9.25%
6 months	-1.78%	+14.73%
1 year	+2.45%	+30.48%
5 years(CAGR)	-0.05%	+10.36%
10 years(CAGR)	+2.36%	+12.07%
Max(CAGR)	+3.32%	+12.07%

SPBO

-0.23%

Winner

PSC

+1.56%

SPBO

-0.36%

Winner

PSC

+9.25%

SPBO

-1.78%

Winner

PSC

+14.73%

SPBO

+2.45%

Winner

PSC

+30.48%

5Y(CAGR)

SPBO

-0.05%

Winner

PSC

+10.36%

10Y(CAGR)

SPBO

+2.36%

Winner

PSC

+12.07%

Max(CAGR)

SPBO

+3.32%

Winner

PSC

+12.07%

SPBO vs PSC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPBO	PSC
2026	-0.30%	+20.58%
2025	+7.86%	+13.28%
2024	+3.11%	+13.10%
2023	+8.19%	+19.25%
2022	-14.96%	-16.77%
2021	-1.18%	+33.74%
2020	+9.91%	+13.43%
2019	+14.16%	+20.08%
2018	-1.58%	-10.11%
2017	+4.77%	+16.07%
2016	+4.43%	+9.38%
2015	-1.60%	N/A
2014	+8.40%	N/A
2013	-2.29%	N/A
2012	+7.92%	N/A
2011	+5.89%	N/A

SPBO vs PSC Drawdown Comparison

The maximum drawdown for SPBO was -22.23%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

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

The current SPBO drawdown is -1.92%. The current PSC drawdown is -1.40%.

Rank	SPBO	PSC
#1	-22.23% Sep 22, 2021 - Oct 24, 2025	-46.69% Aug 29, 2018 - Nov 24, 2020
#2	-20.04% Mar 6, 2020 - Jun 15, 2020	-25.87% Nov 8, 2021 - Mar 1, 2024
#3	-9.01% May 1, 2013 - May 2, 2014	-23.49% Nov 25, 2024 - Sep 8, 2025
#4	-5.59% Dec 31, 2020 - Jul 19, 2021	-9.95% Jan 22, 2026 - Apr 17, 2026
#5	-5.09% Apr 24, 2015 - May 4, 2016	-9.37% Jul 16, 2024 - Oct 14, 2024
#6	-4.45% Aug 23, 2016 - May 19, 2017	-9.19% Jan 23, 2018 - May 17, 2018
#7	-4.17% Sep 8, 2017 - Jan 31, 2019	-9.03% Jun 8, 2021 - Oct 25, 2021
#8	-3.44% Nov 1, 2011 - Jan 31, 2012	-8.59% Mar 15, 2021 - May 7, 2021
#9	-3.13% Oct 21, 2014 - Jan 6, 2015	-7.12% Mar 28, 2024 - Jul 11, 2024
#10	-2.86% Feb 26, 2026 - Mar 27, 2026	-7.12% Oct 8, 2025 - Nov 28, 2025
#11	-2.76% Jan 30, 2015 - Apr 24, 2015	-6.67% Sep 22, 2016 - Nov 14, 2016
#12	-2.75% Aug 6, 2020 - Nov 23, 2020	-5.90% Jul 27, 2017 - Sep 28, 2017
#13	-2.62% Aug 28, 2014 - Oct 15, 2014	-5.57% Nov 11, 2024 - Nov 25, 2024
#14	-2.50% Aug 28, 2019 - Nov 26, 2019	-5.37% May 7, 2021 - May 27, 2021
#15	-2.18% Feb 1, 2012 - Apr 20, 2012	-4.61% Apr 27, 2017 - Jun 9, 2017

Correlation

Correlation between SPBO and PSC is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2011 - 2026)

SPBO vs PSC dividend yield comparison.

Year	SPBO	PSC
2026	3.03%	0.28%
2025	5.09%	0.67%
2024	5.28%	0.75%
2023	4.73%	0.73%
2022	3.54%	1.92%
2021	2.42%	1.45%
2020	2.75%	1.25%
2019	3.46%	1.47%
2018	3.60%	1.30%
2017	3.15%	0.95%
2016	3.35%	0.35%
2015	3.07%	0.00%
2014	3.21%	0.00%
2013	3.76%	0.00%
2012	3.70%	0.00%
2011	2.53%	0.00%