PSET vs. USMC
Compare and contrast key facts about Principal Quality ETF (PSET) and Principal U.S. Mega-Cap ETF (USMC).
PSET and USMC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PSET is a passively managed fund by Principal that tracks the performance of the NASDAQ US Price Setters. It was launched on Mar 21, 2016. USMC is a passively managed fund by Principal that tracks the performance of the Nasdaq US Mega Cap Select Leaders Index. It was launched on Oct 12, 2017. Both PSET and USMC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PSET vs. USMC - Performance Comparison
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PSET vs. USMC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSET Principal Quality ETF | -8.82% | 7.27% | 17.65% | 24.07% | -16.52% | 29.59% | 16.20% | 34.85% | -2.29% | 6.29% |
USMC Principal U.S. Mega-Cap ETF | -6.05% | 14.99% | 29.82% | 31.57% | -17.17% | 26.30% | 16.05% | 27.37% | -2.30% | 5.48% |
Returns By Period
In the year-to-date period, PSET achieves a -8.82% return, which is significantly lower than USMC's -6.05% return.
PSET
- 1D
- 2.51%
- 1M
- -6.80%
- YTD
- -8.82%
- 6M
- -8.29%
- 1Y
- 6.05%
- 3Y*
- 10.61%
- 5Y*
- 8.08%
- 10Y*
- 11.88%
USMC
- 1D
- 2.86%
- 1M
- -4.04%
- YTD
- -6.05%
- 6M
- -5.28%
- 1Y
- 14.22%
- 3Y*
- 18.68%
- 5Y*
- 13.10%
- 10Y*
- —
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PSET vs. USMC - Expense Ratio Comparison
PSET has a 0.15% expense ratio, which is higher than USMC's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
PSET vs. USMC — Risk / Return Rank
PSET
USMC
PSET vs. USMC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Quality ETF (PSET) and Principal U.S. Mega-Cap ETF (USMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PSET | USMC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.80 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.26 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 1.31 | -0.81 |
Martin ratioReturn relative to average drawdown | 1.77 | 4.89 | -3.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSET | USMC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.80 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.81 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.74 | -0.07 |
Correlation
The correlation between PSET and USMC is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PSET vs. USMC - Dividend Comparison
PSET's dividend yield for the trailing twelve months is around 0.65%, less than USMC's 0.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PSET Principal Quality ETF | 0.48% | 0.59% | 0.69% | 0.85% | 1.47% | 0.89% | 1.09% | 1.52% | 1.33% | 1.02% | 1.26% |
USMC Principal U.S. Mega-Cap ETF | 0.63% | 0.79% | 1.04% | 1.35% | 1.78% | 1.53% | 1.55% | 2.01% | 2.28% | 0.24% | 0.00% |
Drawdowns
PSET vs. USMC - Drawdown Comparison
The maximum PSET drawdown since its inception was -34.74%, which is greater than USMC's maximum drawdown of -29.97%. Use the drawdown chart below to compare losses from any high point for PSET and USMC.
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Drawdown Indicators
| PSET | USMC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.74% | -29.97% | -4.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -11.16% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -25.61% | -24.09% | -1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -34.74% | — | — |
Current DrawdownCurrent decline from peak | -10.75% | -7.74% | -3.01% |
Average DrawdownAverage peak-to-trough decline | -4.59% | -4.47% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 2.99% | +0.70% |
Volatility
PSET vs. USMC - Volatility Comparison
Principal Quality ETF (PSET) and Principal U.S. Mega-Cap ETF (USMC) have volatilities of 5.07% and 5.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSET | USMC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 5.00% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 9.23% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.30% | 17.82% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 16.36% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 18.36% | -0.34% |