PSCvsXSMOETF Comparison
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Principal U.S. Small-Cap ETF (PSC) and Invesco S&P SmallCap Momentum ETF (XSMO) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Finance, Healthcare and Technology. PSC is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.35% for XSMO. PSC is up 19.15% year-to-date (YTD) with +$876M in YTD flows. XSMO performs worse with 13.04% YTD performance, and +$535M in YTD flows. Run a side-by-side ETF comparison of PSC and XSMO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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PSC vs XSMO performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | PSC XSMO | +2.81%-0.71% | +0.11%-6.68% | +19.15%+13.04% | +22.13%+14.08% | +83.77%+82.17% | +50.67%+46.69% |
| Flows | PSC XSMO | -$30M-$30M | +$495M-$18M | +$876M+$535M | +$991M+$578M | +$1.87B+$2.22B | +$690M+$2.24B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | PSC XSMO | +11.53%+16.62% | +16.27%+19.73% | +19.33%+21.30% | +20.41%+22.40% |
| Max drawdown | PSC XSMO | -5.83%-12.71% | -9.87%-16.00% | -23.69%-24.70% | -25.73%-29.80% |
| Max drawdown duration | PSC XSMO | 75d87d | 84d122d | 284d282d | 844d862d |
Trading data
PSC | XSMO | |
Last sale 10/30/2026 at 1:30 PM | $68.37 | $80.98 |
| Previous close 10/29/2026 | $69.53 | $82.53 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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PSC
is actively managed and doesn’t replicate an indexPSC | XSMO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
PSC | XSMO | |
|---|---|---|
| Last price | $68.37 | $80.98 |
| 1D performance | -1.67% | -1.88% |
| AuM | $2.73 B | $2.81 B |
| E/R | 0.38% | 0.35% |
Characteristics
PSC | XSMO | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Principal Global Investors | Invesco |
| Benchmark | - | S&P Smallcap 600 Momentum Index |
| N° of holdings | 487 | 114 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 21, 2016 | March 3, 2005 |
| ESG | No | No |
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Exposure
Countries
PSC
USA
92.37%
Other
7.63%
XSMO
USA
97.84%
Other
2.16%
Sectors
PSC
Finance
23.9%
Healthcare
20.77%
Technology
15.52%
Industrials
8.84%
Other
30.97%
XSMO
Finance
26.35%
Healthcare
19.34%
Technology
17.13%
Energy
8.24%
Other
28.94%
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Diversification
PSC
Total weight of top 15 holdings out of 15
11.98%
XSMO
Total weight of top 15 holdings out of 15
32.48%
Top 15 holdings
Data as of September 30, 2026
PSC
Zeta Global Holdings Corp.
1.15%
10X Genomics, Inc.
1.09%
Twist Bioscience Corp.
1.00%
WisdomTree, Inc.
0.90%
Freshworks, Inc.
0.90%
Marex Group Ltd.
0.82%
Brinker International, Inc.
0.77%
Black Hills Corp.
0.75%
Bread Financial Holdings, Inc.
0.71%
FirstCash Holdings, Inc.
0.69%
BrightSpring Health Services, Inc.
0.66%
InterDigital, Inc.
0.66%
Qualys, Inc.
0.64%
CareTrust REIT, Inc.
0.62%
Cheesecake Factory, Inc.
0.62%
XSMO
ViaSat, Inc.
3.85%
FormFactor, Inc.
3.25%
Victoria's Secret & Co.
2.73%
Protagonist Therapeutics, Inc.
2.70%
Madison Square Garden Sports Corp.
2.24%
Liquidia Corp.
2.13%
MaxLinear, Inc.
2.03%
Ligand Pharmaceuticals, Inc.
2.00%
International Seaways, Inc.
1.76%
Glaukos Corp.
1.73%
Plexus Corp.
1.72%
Ryman Hospitality Properties, Inc.
1.69%
Matson, Inc.
1.68%
Kulicke & Soffa Industries, Inc.
1.49%
Amneal Pharmaceuticals, Inc.
1.47%
Frequently asked questions about PSC and XSMO
How have the PSC and XSMO ETFs performed in 2026?
As of October 30, 2026, PSC is up 19.15% year-to-date (YTD), while XSMO has returned 13.04%. That puts PSC better performer ahead so far this year.
Which ETF is attracting more investor money: PSC or XSMO?
Year-to-date, the PSC ETF saw +$876M in flows, compared to +$535M for XSMO.
Which ETF is more volatile: PSC or XSMO?
Over the past year, PSC had a volatility of 16.27%, while XSMO experienced 19.73%.
Which ETF is bigger: PSC or XSMO?
As of October 30, 2026, PSC holds $2.73 B in assets under management (AUM), while XSMO manages $2.81 B.
What sectors do the PSC and XSMO ETFs invest in?
PSC leans toward sectors like Finance, Healthcare and Technology. Meanwhile, XSMO focuses on Finance, Healthcare and Technology.
What are the top holdings of the PSC ETF and XSMO ETF?
PSC top holdings include Zeta Global Holdings Corp., 10X Genomics, Inc. and Twist Bioscience Corp.. XSMO holds in its top three: ViaSat, Inc., FormFactor, Inc. and Victoria's Secret & Co..
Which ETF is more diversified: PSC or XSMO?
PSC holds 488 securities with 11.98% of its assets in the top 15. XSMO has 114 securities and a top 15 weight of 32.48%.
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