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Principal U.S. Mega-Cap ETF (USMC) belongs to the Large Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with USMC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to USMC

USMC charges 0.12% annually. There are 20 ETFs in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.


Best Risk-Adjusted Alternatives to USMC

USMC has a PortfoliosLab risk / return rank of 57. There are 50 ETFs in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.


Top Performing USMC Alternatives (YTD)

USMC is at 8.85% YTD. There are 109 ETFs in the Large Cap Growth Equities category with higher YTD returns, going as high as 34.03%.


Lowest Volatility Alternatives to USMC

USMC has 12.27% 1-year volatility. There are 25 ETFs in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 8.01%.


Lowest Drawdown Alternatives to USMC

USMC has a 1-year max drawdown of -10.30%. There are 58 ETFs in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -5.45%.


Other ETFs from Principal

The 10 most viewed Principal ETFs shown here include PREF, YLD, PSC and span 9 categories. AUM among these funds goes as high as $2B.


Often Compared With USMC

Investors most often compare USMC with SPY, QQQ, JEPQ. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street SPDR S&P 500 ETFS&P 500
66
10.45%
783.21BJan 1993USMC vs SPY
Invesco QQQ ETFNasdaq-100
58
16.13%
481.14BMar 1999USMC vs QQQ
JPMorgan Nasdaq Equity Premium Income ETFNasdaq-100, Derivative Income
65
8.49%
40.37BMay 2022USMC vs JEPQ
Invesco Technology S&P US Select Sector UCITS ETF ...Technology Equities
56
19.01%
1.67BDec 2009USMC vs XLKQ.L
Vanguard Information Technology ETFTechnology Equities
57
22.94%
170.10BMar 2004USMC vs VGT
iShares Russell Top 200 Growth ETFLarge Cap Growth Equities
28
2.97%
16.92BSep 2009USMC vs IWY
Direxion NASDAQ-100 Equal Weighted Index SharesNasdaq-100, Equal Weight
52
16.83%
1.40BMar 2012USMC vs QQQE
Overlay Shares Hedged Large Cap Equity ETFEquity Hedged
55
6.20%
94.33MJan 2021USMC vs OVLH
Fidelity International Index FundForeign Large Cap Equities
36
10.41%
Nov 1997USMC vs FSPSX
Overlay Shares Large Cap Equity ETFDerivative Income
69
12.45%
182.90MSep 2019USMC vs OVL
Aptus Large Cap Enhanced Yield ETFDerivative Income
76
12.09%
258.86MJun 2023USMC vs DUBS
Principal LargeCap S&P 500 Index Fund Class AS&P 500
63
11.19%
Feb 2001USMC vs PLSAX
Kovitz Core Equity ETFLarge Cap Blend Equities
33
5.86%
1.28BDec 2011USMC vs EQTY
State Street Energy Select Sector SPDR ETFEnergy Equities
50
28.66%
36.33BDec 1998USMC vs XLE
FT Vest Technology Dividend Target Income ETFDerivative Income
44
17.21%
Aug 2023USMC vs TDVI
Invesco S&P 500 Top 50 ETFS&P 500
40
3.75%
10.85BMay 2005USMC vs XLG
Principal International Equity ETFForeign Large Cap Equities
52
6.92%
Nov 2024USMC vs PIEQ
GQG US Equity ETFLarge Cap Growth Equities
6.11%
326.09MJul 2025USMC vs GQGU
Invesco S&P 500 Momentum ETFMomentum, S&P 500
62
26.03%
22.01BOct 2015USMC vs SPMO
Invesco NASDAQ 100 ETFNasdaq-100
59
16.16%
100.59BOct 2020USMC vs QQQM

Compare USMC with Any Fund or Stock

Compare USMC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair USMC with funds that move differently

Principal U.S. Mega-Cap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USMC.

Explore USMC Diversifiers