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PCOPX Principal International Small Company P

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Fund PCOPX Principal International Small Company P SCHC Schwab International Small-Cap Eq ETF™ VSS Vanguard FTSE All-World ex-US Sm-Cp ETF  
Similarity
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100% 93% 89%
Annual Fees
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$131.72
(1.25% Exp. Ratio)
$16.86
(0.16% Exp. Ratio)
$17.91
(0.17% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.38% annual return
$33,001.79 $45,873.46 $45,735.82
Est. savings over 30 yrs +$12,871.67 +$12,734.03
Return
As of 11/30/16
1 YR RETURN -1.10%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.31%
3 YR -0.28%
5 YR 6.19%
10 YR --
1 YR RETURN 2.22%
3 YR 0.04%
5 YR 5.80%
10 YR --
Description
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations at the time of each purchase. It invests primarily in foreign equity securities. The fund has no limitation on the percentage of assets that is invested in any one country or denominated in any one currency, but it typically invests in foreign securities of more than 10 countries.
The investment seeks to track as closely as possible, before fees and expenses, the total return of FTSE Developed Small Cap ex US Liquid Index. The fund invests at least 90% of its net assets in these stocks, including depositary receipts representing securities of the index; such depository receipts may be in the form of American Depositary receipts, Global Depositary receipts and European Depositary receipts. The index is comprised of small capitalization companies in developed countries outside the United States.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks of international small-cap companies. The fund employs an indexing investment approach designed to track the performance of the FTSE Global Small Cap ex US Index, a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of international small-capitalization stocks. The index included 3,321 stocks of companies located in 43 countries, including both developed and emerging markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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