See what your fund actually adds

Principal U.S. Small-Cap ETF PSC

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

PSC compared with its replication portfolio
MeasurePSCReplication
Annualized growth8.8%6.8%
Annualized volatility18.9%19.1%
Sharpe ratio0.540.44
Maximum drawdown25.3%26.8%
Replication fit (R²)0.97 · Tracking error 3.2%

Replication portfolio

The published portfolio below is the investable basket used to model PSC’s historical return behavior.

PSC replication basket weights
TickerBuilding blockWeight
IJRUS Small Cap62.5%
IJHUS Mid Cap15.2%
IWCMicro Cap12.1%
MTUMFactor · Momentum8.1%
PFFFI · Preferred2.1%