PSC
Principal U.S. Small-Cap ETF
The Principal U.S. Small Cap Index ETF invests in small-capitalization companies within the U.S. that exhibit high shareholder yield, high pricing power, and momentum.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 1.7 B
ASSETS UNDER MGMT
38 bp
EXPENSES
Fund Basics
| Inception date | Sep 21, 2016 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NEXTRACKER, INC. CLASS A | 1.0 % |
| COEUR D'ALENE MINES CORP | 1.0 % |
| BRIDGEBIO PHARMA, INC. | 1.0 % |
| GUARDANT HEALTH, INC. | 1.0 % |
| TTM TECHNOLOGIES | 0.9 % |
| ARGAN INC | 0.9 % |
| FABRINET | 0.9 % |
| BANCORPSOUTH BANK | 0.8 % |
| DAVE INC | 0.8 % |
| ABERCROMBIE & FITCH CO-CL A | 0.8 % |
Constituent Breakdown
| Number of holdings | 500 |
| Herfindahl-Hirschman Index | 37 |
| Wgt avg mkt cap (mns) | $3,805 |
| Large cap (>$10bn) | 5.9% |
| Mid cap ($2-10bn) | 56.8% |
| Small cap (<$2bn) | 26.2% |
| Developed mkts. | 91.7% |
| Emerging mkts. | 0.9% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 87.8 % |
 |
CAYMAN ISLANDS | 1.1 % |
 |
BRAZIL | 0.7 % |
 |
PUERTO RICO | 0.5 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -0.7% | 18.1% | 7.5% | 12.7% | 5.4% | -- | -- | 8.9% |
| Dividend Yield | -0.6% | -10.8% | -0.4% | -1.6% | 2.4% | -- | -- | 0.0% |
| Total Returns | -1.3% | 7.3% | 7.2% | 11.0% | 7.8% | -- | -- | 9.0% | Ann. Volatility | 11.8% | 17.2% | 15.1% | 14.1% | 30.1% | -- | -- | 69.0% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.82 | 82% |
| MSCI EAFE | 0.75 | 59% |
| MSCI Emg Mkts | 0.55 | 42% |
Liquidity Measures
| Avg. volume (000) | 140 |
| ADV traded (mns) | $9 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.16% |
Technical Indicators
| 30d moving avg. (EMA) | $53.82 |
| Relative strength (RSI) | 73 |
| MACD/Signal | 1.83/0.71 |
| Bollinger Bands (Upper/Lower) | $60.39/$45.74 |
| Short interest (% of AUM) | 0.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. PSC |
Expenses vs. PSC |
ALTAR Score™ vs. PSC |
|---|---|---|---|---|
| IWO | iShares Russell 2000 Growth ETF | 41.3% | -14 bp | -3.6% |
| OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 40.9% | +1 bp | -0.7% |
| GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 40.5% | -18 bp | -0.2% |
| FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 36.1% | -3 bp | +1.9% |
| RSSL | Global X Russell 2000 ETF | 35.5% | -30 bp | -1.7% |
| IWM | iShares Russell 2000 ETF | 34.8% | -19 bp | -1.8% |
| VTWG | Vanguard Russell 2000 Growth ETF | 34.6% | -28 bp | -3.5% |
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 34.3% | -9 bp | +2.1% |
| CSA | VictoryShares US Small Cap Volatility Wtd ETF | 34.0% | -3 bp | +2.2% |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | 32.8% | -35 bp | +2.1% |
Risk and Returns: PSC vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/17/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
5.0%
ALTAR SCORE™
39th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,203 funds in the US Equity category with an average
ALTAR Score™ of 5.5% and a standard deviation
of 2.1%. PSC's ALTAR Score™ is approximately -0.3 standard
deviations above the category average. This places PSC in the 39th percentile
among funds in the category.
Sell-Side Consensus
$74.47
PRICE TARGET
+20.9%
UPSIDE