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PSET
+0.97 · +1.30%
$75.83 · NASDAQ

Principal Quality ETF (PSET) ETF Analysis | Large Blend

Principal Funds · United States
AUM:$32.9M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is PSET?

Under normal circumstances, the fund primarily invests in equity securities. For security selection and portfolio construction, Principal Global Investors, LLC (PGI) uses a proprietary quantitative model designed to identify equity securities in the S&P 500 Growth Index that exhibit growth characteristics, including higher quality, growth potential, and pricing power.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
PSET returned 6.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 34.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$32.9M
Expense Ratio0.15%
Dividend Yield0.59%
Holdings50
Inception DateMar 2016
DomicileUnited States
DistributionNA
Index–
ProviderPrincipal Funds
Beta1.08
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.5%
1Y
+7.0%
3Y
+43.6%
5Y
+48.8%
OpenBook InsightIf you had invested £10,000 in PSET 5 years ago, it would have grown to £14,883 — a gain of £4,883.

Annual Returns

Calendar year performance

PSET delivered positive returns in 4 of the last 5 calendar years.
YearPSET
2026 YTD+6.3%
2025+7.7%
2024+19.1%
2023+24.2%
2022-15.2%
CAGR 4yr+7.8%
4/5 positive yearsAvg return: +8.4%Worst year: -15.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.5%
Low
Momentum
+5.7%
30-day change
Support Level
79.52
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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