Principal U.S. Mega-Cap ETF (USMC)

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The chart shows the growth of an initial investment of $10,000 in Principal U.S. Mega-Cap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Principal U.S. Mega-Cap ETF (USMC) has returned -6.05% so far this year and 14.22% over the past 12 months.

Based on dividend-adjusted daily data since Oct 12, 2017, USMC's average daily return is +0.06%, while the average monthly return is +1.16%. At this rate, your investment would double in approximately 5.0 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +12.7%, while the worst month was Mar 2020 at -9.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, USMC closed higher 54% of trading days. The best single day was Mar 13, 2020 with a return of +9.0%, while the worst single day was Mar 16, 2020 at -11.1%.

Principal U.S. Mega-Cap ETF has an annualized alpha of 2.61%, beta of 0.92, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since October 13, 2017.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (99.05%) than losses (91.70%) — typical of diversified or defensive assets.
• This ETF generated an annualized alpha of 2.61% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.92 and R² of 0.92, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

USMC has an expense ratio of 0.12%, which is considered low.

USMC ranks 45 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Principal U.S. Mega-Cap ETF (USMC) and compare them to a chosen benchmark (S&P 500 Index).

Principal U.S. Mega-Cap ETF provided a 0.84% dividend yield over the last twelve months, with an annual payout of $0.54 per share.

The table displays the monthly dividend distributions for Principal U.S. Mega-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Principal U.S. Mega-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Principal U.S. Mega-Cap ETF was 29.97%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.

The current Principal U.S. Mega-Cap ETF drawdown is 7.74%.

The chart below shows the rolling one-month volatility.