Data as of Oct 28, 2026.
PSC vs SDVY: Differences, Returns & Fees
Over the year to Oct 28, 2026, PSC returned +21.0% to SDVY's +12.2%; 9% of their weight is in the same names.
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Net assets: $2.7bn on Oct 26, 2026 for Principal U.S. Small-Cap ETF, and $11.1bn on Oct 27, 2026 for First Trust SMID Cap Rising Dividend Achievers ETF.
Pair scorecard
PSC costs 0.20 points a year less; their one-year returns differ by 8.8 points; SDVY is 4.1 times larger.
| Measure | PSC | SDVY |
|---|---|---|
| Return | ||
| Total return, 1 year | +21.0% | +12.2% |
| Drawdown | ||
| Below its high | 6.6%, high on Aug 4, 2026 | |
| Benchmark | ||
| What it tracks | No index, actively managed | Nasdaq US Small Mid Cap Rising Dividend Achievers Index |
| Cost and size | ||
| Expense ratio | 0.38% | 0.58% |
| Net assets, as of Oct 27, 2026 | $2.7bn | $11.1bn |
| Holdings | ||
| Holdings in common | 9% | |
| Top ten holdings, share of the fund | 11.2% | 10.2% |
Holdings in common uses holdings dated Jun 30, 2026 and Oct 27, 2026. Method
What they share
By the books each fund has filed, PSC and SDVY hold 9% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Oct 27, 2026.
half
9% in common
Only in one fund ↓
Side by side
PSC and SDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
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%.
Over the year to Oct 28, 2026 it returned +12.2% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.
SDVY tracks an index. The prospectus expense ratio is 0.58% a year. By its holdings published by its issuer for Oct 27, 2026, 24% of the fund by weight is stocks the S&P 500 also holds, across 172 positions, with the top ten at 10.2%. It sat 6.6% below its high of Aug 4, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, PSC or SDVY?
- In the year to Oct 28, 2026, with distributions reinvested, PSC returned +21.0% and SDVY +12.2%.
- Which is cheaper, PSC or SDVY?
- 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.
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.
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ETFIQ, PSC against SDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/psc-vs-sdvy
ETFIQ. (Oct 28, 2026). PSC against SDVY. Retrieved from https://etfiq.com/compare/any/psc-vs-sdvy
[PSC against SDVY (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/psc-vs-sdvy)
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