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

In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and PSC +21.0%.

Which is cheaper, IJR or PSC?

IJR is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

IJR vs PSC: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IJR returned +17.5% to PSC's +21.0%; 30% of their weight is in the same names.

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Net assets: $104.6bn on Oct 27, 2026 for iShares Core S&P Small-Cap ETF, and $2.7bn on Oct 26, 2026 for Principal U.S. Small-Cap ETF.

IJR on its own →PSC on its own →

At a glance

+17.5%

IJR total return, 1 year

+21.0%

PSC total return, 1 year

0.06%

IJR expense ratio

0.38%

PSC expense ratio

Pair scorecard

IJR costs 0.32 points a year less; their one-year returns differ by 3.5 points; IJR is far larger, $104.6bn against $2.7bn.

IJR vs PSC: Differences, Returns & Fees
Measure	IJR	PSC
Return
Measure	IJR	PSC
Total return, 1 year	+17.5%	+21.0%
Drawdown
Measure	IJR	PSC
Below its high	6.8%, high on Aug 14, 2026
Benchmark
Measure	IJR	PSC
What it tracks	S&P SmallCap 600	No index, actively managed
Cost and size
Measure	IJR	PSC
Expense ratio	0.06%	0.38%
Net assets, as of Oct 27, 2026	$104.6bn	$2.7bn
Holdings
Measure	IJR	PSC
Holdings in common	30%
Top ten holdings, share of the fund	5.3%	11.2%

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

What they share

30%

By the books each fund has filed, IJR and PSC hold 30% 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

30% in common

Positions both hold · largest shared weight first IJR PSC

PROTAGONIST THERAPEUTICS 0.52% 0.47%

VICTORIA S SECRET 0.42% 0.56%

ALKERMES 0.42% 0.38%

ESCO TECHNOLOGIES 0.35% 0.38%

STONEX GROUP INC 0.35% 0.54%

BOX INC CLASS A 0.34% 0.39%

PLEXUS CORP 0.35% 0.32%

ATLANTIC UNION BANKSHARES 0.32% 0.52%

NOBLE CORPORATION PLC 0.33% 0.30%

URBAN OUTFITTERS 0.30% 0.43%

AMERIS BANCORP 0.29% 0.45%

AXOS FINANCIAL 0.29% 0.36%

Only in one fund ↓

Only in IJR

GLAUKOS 0.61%

PAYCOM SOFTWARE 0.57%

MATCH GROUP INC 0.57%

VIASAT INC 0.55%

SM ENERGY 0.53%

RYMAN HOSPITALITY PROPERTIES REIT 0.51%

JACKSON FINANCIAL CLASS A 0.48%

LIFE TIME GROUP HOLDINGS 0.48%

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%

TTM Technologies Inc 1.03%

Guardant Health Inc 0.87%

Planet Labs PBC 0.84%

Check overlap with more funds →

Side by side

IJR iShares Core S&P Small-Cap ETF PSC Principal U.S. Small-Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Principal

What it is Tracks the S&P SmallCap 600 Actively managed

Total return, 1 year +17.5% +21.0%

Its benchmark over the same days +17.6% (SPSM) +14.1% (IWM)

Gap to its benchmark −0.1 pts vs SPSM +6.9 pts vs IWM

Expense ratio 0.06% 0.38%

Already in the S&P 500 0.0% 0.0%

Holdings 642 506

Net assets, IJR as of Oct 27, 2026 and PSC as of Oct 26, 2026 $104.6bn $2.7bn

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

Alert

About each fund

IJR

IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% 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 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 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, IJR or PSC?: In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and PSC +21.0%.
Which is cheaper, IJR or PSC?: IJR is cheaper, by 0.32 percentage points a year. That is about $32 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IJR and PSC overlap with the S&P 500?: By their latest filed holdings, 0% of IJR and 0% of PSC by weight is stocks the S&P 500 already holds.

Other comparisons

AVSC vs IJR IJR vs XSMO IJR vs VIOO IJR vs SMLF IWM vs PSC PSC vs VB PSC vs SCHA PSC vs VTWO

Where to next

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

Sources and dates

IJR filings on SEC EDGAR ↗

IJR prospectus with the expense ratio (SEC) ↗

iShares page for IJR ↗

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

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