FLXR vs USMC

Comparison between TCW Flexible Income ETF (FLXR, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

FLXR vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLXR(ETF)	USMC(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.40%	0.12%
Max Drawdown	3.44%	29.97%
Sharpe Ratio	0.21	1.30
5Y Beta	0.04	0.92
P/E Ratio	N/A	26.47
Forward P/E	N/A	18.39
PEG Ratio	N/A	0.22
5Y Dividends CAGR	N/A	-0.94%
5Y EPS CAGR	N/A	29.76%
Debt to Equity	N/A	50.93%
P/S Ratio	N/A	5.27
P/B Ratio	N/A	6.72

Net Assets

FLXR

$3.50B

Winner

USMC

$3.60B

Expense Ratio

FLXR

0.40%

Winner

USMC

0.12%

Max Drawdown

Winner

FLXR

3.44%

USMC

29.97%

Sharpe Ratio

FLXR

0.21

Winner

USMC

1.30

5Y Beta

Winner

FLXR

0.04

USMC

0.92

P/E Ratio

FLXR

N/A

USMC

26.47

Forward P/E

FLXR

N/A

USMC

18.39

PEG Ratio

FLXR

N/A

USMC

0.22

5Y Dividends CAGR

FLXR

N/A

USMC

-0.94%

5Y EPS CAGR

FLXR

N/A

USMC

29.76%

Debt to Equity

FLXR

N/A

USMC

50.93%

P/S Ratio

FLXR

N/A

USMC

5.27

P/B Ratio

FLXR

N/A

USMC

6.72

FLXR vs USMC - Historical Returns

Returns include dividend reinvestment.

Period	FLXR	USMC
1 month	+0.23%	+2.91%
3 months	+0.75%	+6.86%
6 months	+1.21%	+12.87%
1 year	+4.34%	+21.86%
5 years(CAGR)	N/A	+14.55%
10 years(CAGR)	N/A	+15.28%
Max(CAGR)	+7.07%	+15.28%

FLXR

+0.23%

Winner

USMC

+2.91%

FLXR

+0.75%

Winner

USMC

+6.86%

FLXR

+1.21%

Winner

USMC

+12.87%

FLXR

+4.34%

Winner

USMC

+21.86%

5Y(CAGR)

FLXR

N/A

USMC

+14.55%

10Y(CAGR)

FLXR

N/A

USMC

+15.28%

Max(CAGR)

FLXR

+7.07%

Winner

USMC

+15.28%

FLXR vs USMC - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	FLXR	USMC
2026	+1.85%	+12.56%
2025	+8.34%	+15.84%
2024	+4.77%	+30.19%
2023	N/A	+31.46%
2022	N/A	-17.74%
2021	N/A	+27.40%
2020	N/A	+14.89%
2019	N/A	+28.26%
2018	N/A	-2.42%
2017	N/A	+5.48%

FLXR vs USMC Drawdown Comparison

The maximum drawdown for FLXR was -1.94%, occurring on Nov 1, 2024. Recovery took 97 trading sessions.

The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

The current FLXR drawdown is -0.03%. The current USMC drawdown is -0.02%.

Rank	FLXR	USMC
#1	-1.94% Oct 1, 2024 - Feb 21, 2025	-29.97% Feb 19, 2020 - Aug 18, 2020
#2	-1.47% Apr 3, 2025 - Apr 29, 2025	-24.11% Dec 29, 2021 - Jul 3, 2023
#3	-1.46% Feb 27, 2026 - Apr 17, 2026	-19.12% Feb 13, 2025 - Jul 3, 2025
#4	-0.79% May 8, 2026 - May 28, 2026	-16.19% Oct 2, 2018 - Mar 21, 2019
#5	-0.72% Jul 6, 2026 - Aug 4, 2026	-11.01% Jan 29, 2018 - Aug 27, 2018
#6	-0.53% Aug 5, 2024 - Aug 14, 2024	-10.30% Oct 29, 2025 - Apr 17, 2026
#7	-0.53% Sep 16, 2024 - Oct 1, 2024	-9.27% Sep 2, 2020 - Dec 1, 2020
#8	-0.50% Oct 28, 2025 - Nov 11, 2025	-9.13% Jul 31, 2023 - Nov 20, 2023
#9	-0.46% Apr 30, 2025 - May 19, 2025	-8.38% Jul 10, 2024 - Aug 30, 2024
#10	-0.43% Jun 27, 2024 - Jul 3, 2024	-5.90% Apr 29, 2019 - Jun 18, 2019
#11	-0.42% Jun 16, 2026 - Jun 25, 2026	-5.58% Jul 26, 2019 - Oct 28, 2019
#12	-0.41% May 29, 2026 - Jun 11, 2026	-5.44% Mar 20, 2024 - May 15, 2024
#13	-0.41% Apr 17, 2026 - May 8, 2026	-5.22% Feb 17, 2021 - Mar 29, 2021
#14	-0.38% Sep 16, 2025 - Oct 8, 2025	-4.45% Dec 17, 2024 - Jan 23, 2025
#15	-0.35% Aug 8, 2025 - Aug 25, 2025	-4.32% Sep 3, 2021 - Oct 20, 2021