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

In the year to Oct 28, 2026, with distributions reinvested, PSC returned +21.0% and SPSM +17.6%.

Which is cheaper, PSC or SPSM?

SPSM is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

PSC vs SPSM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, PSC returned +21.0% to SPSM's +17.6%; 31% 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 $16.0bn on Oct 27, 2026 for State Street SPDR Portfolio S&P 600 Small Cap ETF.

PSC on its own →SPSM on its own →

At a glance

+21.0%

PSC total return, 1 year

+17.6%

SPSM total return, 1 year

0.38%

PSC expense ratio

0.03%

SPSM expense ratio

Pair scorecard

SPSM costs 0.35 points a year less; their one-year returns differ by 3.4 points; SPSM is 5.9 times larger.

PSC vs SPSM: Differences, Returns & Fees
Measure	PSC	SPSM
Return
Measure	PSC	SPSM
Total return, 1 year	+21.0%	+17.6%
Drawdown
Measure	PSC	SPSM
Below its high		6.7%, high on Aug 14, 2026
Benchmark
Measure	PSC	SPSM
What it tracks	No index, actively managed	S&P SmallCap 600 Index
Cost and size
Measure	PSC	SPSM
Expense ratio	0.38%	0.03%
Net assets, as of Oct 27, 2026	$2.7bn	$16.0bn
Holdings
Measure	PSC	SPSM
Holdings in common	31%
Top ten holdings, share of the fund	11.2%	5.3%

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

What they share

31%

By the books each fund has filed, PSC and SPSM hold 31% 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

31% in common

Positions both hold · largest shared weight first PSC SPSM

Protagonist Therapeutics Inc 0.47% 0.52%

Victoria's Secret & Co 0.56% 0.42%

Alkermes PLC 0.38% 0.43%

ESCO Technologies Inc 0.38% 0.35%

StoneX Group Inc 0.54% 0.35%

Box Inc 0.39% 0.34%

Atlantic Union Bankshares Corp 0.52% 0.32%

Plexus Corp 0.32% 0.35%

Axos Financial Inc 0.36% 0.30%

Ameris Bancorp 0.45% 0.30%

Urban Outfitters Inc 0.43% 0.30%

Noble Corp PLC 0.30% 0.33%

Only in one fund ↓

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%

Only in SPSM

GLAUKOS CORP 0.61%

PAYCOM SOFTWARE INC 0.58%

MATCH GROUP INC 0.57%

VIASAT INC 0.56%

SM ENERGY CO 0.53%

RYMAN HOSPITALITY PROPERTIES 0.52%

JACKSON FINANCIAL INC A 0.48%

LIFE TIME GROUP HOLDINGS INC 0.48%

Check overlap with more funds →

Side by side

PSC Principal U.S. Small-Cap ETF SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF

Where it sits Stock ETF Stock ETF

Issuer Principal State Street

What it is Actively managed Tracks an index

Total return, 1 year +21.0% +17.6%

Its benchmark over the same days +14.1% (IWM) +17.5% (IJR)

Gap to its benchmark +6.9 pts vs IWM +0.1 pts vs IJR

Expense ratio 0.38% 0.03%

Already in the S&P 500 0.0% 0.0%

Holdings 506 609

Net assets, PSC as of Oct 26, 2026 and SPSM as of Oct 27, 2026 $2.7bn $16.0bn

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

Alert

About each fund

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%.

SPSM

SPSM tracks an index. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +17.5% for its benchmark, the S&P SmallCap 600 Index. The prospectus expense ratio is 0.03% 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 609 positions, with the top ten at 5.3%. It sat 6.7% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, PSC or SPSM?: In the year to Oct 28, 2026, with distributions reinvested, PSC returned +21.0% and SPSM +17.6%.
Which is cheaper, PSC or SPSM?: SPSM is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do PSC and SPSM overlap with the S&P 500?: By their latest filed holdings, 0% of PSC and 0% of SPSM by weight is stocks the S&P 500 already holds.

Other comparisons

PSC vs VTWO PSC vs SCHA PSC vs SDVY FNDA vs PSC ESML vs SPSM AVSC vs SPSM SPSM vs XSMO BBMC vs SPSM

Where to next

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

Sources and dates

PSC filings on SEC EDGAR ↗

PSC prospectus with the expense ratio (SEC) ↗

Principal website ↗

SPSM filings on SEC EDGAR ↗

SPSM prospectus with the expense ratio (SEC) ↗

State Street 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.

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

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