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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 21 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 47. There are 78 ETFs in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 85.


Top Performing USMC Alternatives (YTD)

USMC is at 6.42% YTD. There are 109 ETFs in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.26%.


Lowest Volatility Alternatives to USMC

USMC has 12.32% 1-year volatility. There are 26 ETFs in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.56%.


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
59
8.15%
765.27BJan 1993USMC vs SPY
Invesco QQQ ETFNasdaq-100
59
16.45%
493.17BMar 1999USMC vs QQQ
JPMorgan Nasdaq Equity Premium Income ETFNasdaq-100, Derivative Income
63
7.85%
40.03BMay 2022USMC vs JEPQ
Invesco Technology S&P US Select Sector UCITS ETF ...Technology Equities
62
19.60%
1.72BDec 2009USMC vs XLKQ.L
Vanguard Information Technology ETFTechnology Equities
58
23.32%
170.10BMar 2004USMC vs VGT
iShares Russell Top 200 Growth ETFLarge Cap Growth Equities
30
1.47%
16.81BSep 2009USMC vs IWY
Direxion NASDAQ-100 Equal Weighted Index SharesNasdaq-100, Equal Weight
50
16.25%
1.37BMar 2012USMC vs QQQE
Fidelity International Index FundForeign Large Cap Equities
39
10.74%
Nov 1997USMC vs FSPSX
Overlay Shares Hedged Large Cap Equity ETFEquity Hedged
53
4.90%
94.33MJan 2021USMC vs OVLH
Overlay Shares Large Cap Equity ETFDerivative Income, Large Cap Blend Equities
62
9.88%
182.90MSep 2019USMC vs OVL
Aptus Large Cap Enhanced Yield ETFLarge Cap Blend Equities
71
9.45%
258.86MJun 2023USMC vs DUBS
Principal LargeCap S&P 500 Index Fund Class AS&P 500
63
9.64%
Feb 2001USMC vs PLSAX
Kovitz Core Equity ETFLarge Cap Blend Equities
26
0.73%
1.28BDec 2011USMC vs EQTY
State Street Energy Select Sector SPDR ETFEnergy Equities
42
23.49%
36.84BDec 1998USMC vs XLE
FT Vest Technology Dividend Target Income ETFDerivative Income
53
18.72%
Aug 2023USMC vs TDVI
Invesco S&P 500 Top 50 ETFS&P 500
39
1.60%
10.60BMay 2005USMC vs XLG
GQG US Equity ETFLarge Cap Growth Equities
4.84%
326.09MJul 2025USMC vs GQGU
Principal International Equity ETFForeign Large Cap Equities
53
6.28%
Nov 2024USMC vs PIEQ
Invesco S&P 500 Momentum ETFMomentum, S&P 500
68
29.91%
21.99BOct 2015USMC vs SPMO
Invesco NASDAQ 100 ETFNasdaq-100
60
16.48%
101.29BOct 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