Which returned more over the last year, FYX or PSC?

In the year to Oct 28, 2026, with distributions reinvested, FYX returned +26.2% and PSC +21.0%.

Which is cheaper, FYX or PSC?

PSC is cheaper, by 0.20 percentage points a year. That is about $20 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do FYX and PSC overlap with the S&P 500?

By their latest filed holdings, 0% of FYX and 0% of PSC by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

FYX vs PSC: Differences, Returns & Fees

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Over the year to Oct 28, 2026, FYX returned +26.2% to PSC's +21.0%; 21% of their weight is in the same names.

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Net assets: $1.4bn on Oct 27, 2026 for First Trust Small Cap Core AlphaDEX Fund, and $2.7bn on Oct 26, 2026 for Principal U.S. Small-Cap ETF.

FYX on its own →PSC on its own →

At a glance

+26.2%

FYX total return, 1 year

+21.0%

PSC total return, 1 year

0.58%

FYX expense ratio

0.38%

PSC expense ratio

Pair scorecard

PSC costs 0.20 points a year less; their one-year returns differ by 5.2 points; PSC is 1.9 times larger.

FYX vs PSC: Differences, Returns & Fees
Measure	FYX	PSC
Return
Measure	FYX	PSC
Total return, 1 year	+26.2%	+21.0%
Drawdown
Measure	FYX	PSC
Below its high	5.0%, high on Aug 4, 2026
Benchmark
Measure	FYX	PSC
What it tracks	Nasdaq AlphaDEX Small Cap Core Index	No index, actively managed
Cost and size
Measure	FYX	PSC
Expense ratio	0.58%	0.38%
Net assets, as of Oct 27, 2026	$1.4bn	$2.7bn
Holdings
Measure	FYX	PSC
Holdings in common	21%
Top ten holdings, share of the fund	3.9%	11.2%

Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method

What they share

21%

By the books each fund has filed, FYX and PSC hold 21% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

21% in common

Positions both hold · largest shared weight first FYX PSC

American Eagle Outfitters, Inc. 0.33% 0.38%

Bread Financial Holdings, Inc. 0.32% 0.92%

Stride, Inc. 0.31% 0.30%

Customers Bancorp, Inc. 0.29% 0.32%

Hawaiian Electric Industries, Inc. 0.29% 0.29%

Par Pacific Holdings, Inc. 0.28% 0.34%

Signet Jewelers Limited 0.28% 0.28%

Yelp Inc. 0.31% 0.28%

WisdomTree, Inc. 0.27% 0.53%

MAXIMUS, Inc. 0.36% 0.26%

Vistance Networks Inc. 0.34% 0.24%

WaFd Inc. 0.24% 0.25%

Only in one fund ↓

Only in FYX

DXC Technology Company 0.45%

Appian Corporation 0.43%

Kohl's Corporation 0.39%

Slide Insurance Holdings, Inc. 0.39%

Academy Sports and Outdoors, Inc. 0.38%

Amplitude, Inc. (Class A) 0.38%

Comstock Resources, Inc. 0.37%

Fortrea Holdings Inc. 0.37%

Only in PSC

Credo Technology Group Holding Ltd 1.38%

Hims & Hers Health Inc 1.31%

DigitalOcean Holdings Inc 1.19%

Sterling Infrastructure Inc 1.17%

Vicor Corp 1.05%

Argan Inc 1.03%

TTM Technologies Inc 1.03%

Guardant Health Inc 0.87%

Check overlap with more funds →

Side by side

FYX First Trust Small Cap Core AlphaDEX Fund PSC Principal U.S. Small-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer First Trust Principal

What it is Tracks an index Actively managed

Total return, 1 year +26.2% +21.0%

Its benchmark over the same days +13.3% (IWV) +14.1% (IWM)

Gap to its benchmark +12.9 pts vs IWV +6.9 pts vs IWM

Expense ratio 0.58% 0.38%

Already in the S&P 500 0.0% 0.0%

Holdings 525 506

Net assets, FYX as of Oct 27, 2026 and PSC as of Oct 26, 2026 $1.4bn $2.7bn

FYX and PSC on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

FYX

Over the year to Oct 28, 2026 it returned +26.2% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

FYX tracks an index. The prospectus expense ratio is 0.58% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 525 positions, with the top ten at 3.9%. It sat 5.0% below its high of Aug 4, 2026 on Oct 28, 2026.

PSC

Over the year to Oct 28, 2026 it returned +21.0% with distributions reinvested, against +14.1% for its benchmark, the Russell 2000 Index.

PSC is actively managed and tracks no index. The prospectus expense ratio is 0.38% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 506 positions, with the top ten at 11.2%.

Questions people ask

Which returned more over the last year, FYX or PSC?: In the year to Oct 28, 2026, with distributions reinvested, FYX returned +26.2% and PSC +21.0%.
Which is cheaper, FYX or PSC?: PSC is cheaper, by 0.20 percentage points a year. That is about $20 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do FYX and PSC overlap with the S&P 500?: By their latest filed holdings, 0% of FYX and 0% of PSC by weight is stocks the S&P 500 already holds.

Other comparisons

AVSC vs FYX FYX vs XSMO FYX vs VIOO FYX vs SMLF PSC vs VIOG PSC vs XSMO PSC vs VIOO PSC vs SMLF

Where to next

FYX on its own →PSC on its own →Hold both: look the portfolio through →Rankings →FYX dividend history →FYX holdings →PSC dividend history →PSC holdings →Standards and sources →

Sources and dates

FYX filings on SEC EDGAR ↗

FYX prospectus with the expense ratio (SEC) ↗

First Trust page for FYX ↗

PSC filings on SEC EDGAR ↗

PSC prospectus with the expense ratio (SEC) ↗

Principal website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, FYX against PSC, data as of Oct 28, 2026. https://etfiq.com/compare/any/fyx-vs-psc

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.