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Principal U.S. Small-Cap ETF
PSC performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 28, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.21% | +9.38% | +19.09% | +28.99% | +58.92% | +58.45% |
| Flows | -$25M | +$90M | +$381M | +$1.04B | +$1.50B | +$177M |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Principal Global Investors |
| N° of holdings | 507 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | September 21, 2016 |
| ESG | No |
More data and info about PSC on Trackinsight
Exposure
Data as of June 30, 2026Diversification
Total weight of top 15 holdings out of 507
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +16.24% | +17.66% | +19.62% | +20.64% |
Max drawdown | -3.74% | -9.87% | -23.69% | -25.73% |
Max drawdown duration | 28d | 84d | 284d | 844d |
Time to recover | N/A | 18d | 151d | 522d |
What type of ETF is PSC?
PSC is a Active ETF that provides exposure to Equity assets. It is managed by Principal Global Investors.
What does PSC invest in?
This ETF provides exposure to Other Small Cap US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of PSC?
The total expense ratio (TER) of PSC is 0.38%, representing the annual fee charged by the fund manager.
When was PSC launched?
PSC was launched on September 21, 2016, marking its entry into the ETF market.
Who is the issuer of PSC?
PSC is issued by Principal Global Investors.
What is the AUM of PSC?
As of July 28, 2026, PSC manages $2.25 B, reflecting the total assets held in the fund.
How has PSC performed recently?
As of July 28, 2026, PSC delivered a return of -1.21% over the past month (1M performance), 9.38% over the past three months (3M), and 19.09% year-to-date (YTD).
What are the recent fund flows for PSC?
As of July 28, 2026, PSC has seen net flows of -$25M in the past month (1M flow) and +$381M year-to-date (YTD).
Does PSC pay dividends?
As of July 28, 2026, PSC has a trailing 12-month distribution yield of 0.53%.
How many holdings are in PSC
As of June 30, 2026, PSC holds 507 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is PSC?
As of June 30, 2026, PSC holds 507 securities, with 14.5% of its assets concentrated in its top 15 holdings.
What are the top holdings of PSC?
As of June 30, 2026, PSC holds a portfolio of 507 underlyings, with its largest positions including Sezzle, Inc., Hims & Hers Health, Inc. and Credo Technology Group Holding Ltd.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does PSC invest in?
As of June 30, 2026, PSC has its largest geographic exposures in USA.
What sectors or themes does PSC focus on?
As of June 30, 2026, PSC is primarily exposed to Finance, Technology and Healthcare.
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