Principal U.S. Mega-Cap ETF (USMC)
USMC is a passive ETF by Principal tracking the investment results of the Nasdaq US Mega Cap Select Leaders Index. USMC launched on Oct 12, 2017 and has a 0.12% expense ratio.
ETF Info
US74255Y8701
74255Y870
Oct 12, 2017
North America (U.S.)
1x
Nasdaq US Mega Cap Select Leaders Index
Large-Cap
Blend
Expense Ratio
USMC has an expense ratio of 0.12%, which is considered low.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Principal U.S. Mega-Cap ETF (USMC) returned 0.10% year-to-date (YTD) and 16.93% over the past 12 months.
USMC
0.10%
5.43%
0.69%
16.93%
16.05%
16.63%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of USMC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.10% | -1.66% | -6.70% | 0.11% | 5.71% | 0.10% | |||||||
| 2024 | 2.74% | 5.45% | 1.38% | -3.78% | 4.69% | 5.18% | -0.46% | 4.10% | 1.68% | -0.09% | 6.23% | -0.24% | 29.82% |
| 2023 | 5.30% | -1.13% | 6.03% | 1.98% | 2.23% | 5.61% | 3.76% | -0.31% | -4.80% | -2.48% | 8.77% | 3.65% | 31.58% |
| 2022 | -4.06% | -3.48% | 4.02% | -7.23% | 0.38% | -7.53% | 8.59% | -5.59% | -9.59% | 7.44% | 6.23% | -5.61% | -17.17% |
| 2021 | -1.43% | 0.31% | 4.67% | 4.48% | 0.69% | 2.69% | 3.29% | 2.74% | -3.92% | 6.72% | -1.26% | 5.15% | 26.30% |
| 2020 | 0.45% | -8.81% | -9.59% | 12.71% | 3.05% | 0.39% | 4.75% | 8.83% | -3.19% | -4.32% | 9.52% | 3.94% | 16.05% |
| 2019 | 6.07% | 3.66% | 1.68% | 3.12% | -5.18% | 6.56% | 1.32% | -1.26% | 1.53% | 1.69% | 3.28% | 2.52% | 27.41% |
| 2018 | 4.93% | -3.45% | -4.21% | -0.15% | 1.78% | 1.67% | 3.89% | 2.97% | 1.54% | -4.48% | 2.41% | -8.30% | -2.29% |
| 2017 | 0.60% | 1.91% | 2.88% | 5.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of USMC is 74, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Principal U.S. Mega-Cap ETF (USMC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Principal U.S. Mega-Cap ETF provided a 1.00% dividend yield over the last twelve months, with an annual payout of $0.60 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.60 | $0.62 | $0.63 | $0.64 | $0.68 | $0.56 | $0.64 | $0.57 | $0.06 |
Dividend yield | 1.00% | 1.04% | 1.35% | 1.78% | 1.53% | 1.56% | 2.04% | 2.27% | 0.24% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.13 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.15 | $0.62 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.18 | $0.63 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.16 | $0.00 | $0.14 | $0.64 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.00 | $0.20 | $0.68 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.13 | $0.56 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.16 | $0.64 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 | $0.00 | $0.17 | $0.57 |
| 2017 | $0.06 | $0.06 |
Drawdowns
Drawdowns Chart
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.
Loading data...
Worst Drawdowns
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 4.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.97% | Feb 20, 2020 | 23 | Mar 23, 2020 | 103 | Aug 18, 2020 | 126 |
| -24.09% | Dec 30, 2021 | 198 | Oct 12, 2022 | 180 | Jul 3, 2023 | 378 |
| -19.12% | Feb 14, 2025 | 37 | Apr 8, 2025 | — | — | — |
| -16.19% | Oct 3, 2018 | 57 | Dec 24, 2018 | 59 | Mar 21, 2019 | 116 |
| -11.01% | Jan 30, 2018 | 43 | Apr 2, 2018 | 103 | Aug 27, 2018 | 146 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...