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
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FLXR
$2.90B
USMC
$2.90B
Expense Ratio
FLXR
0.40%
Winner
USMC
0.12%
Max Drawdown
Winner
FLXR
3.44%
USMC
29.97%
Sharpe Ratio
FLXR
1.22
Winner
USMC
1.69
5Y Beta
Winner
FLXR
0.03
USMC
0.93
P/E Ratio
FLXR
N/A
USMC
28.59
Forward P/E
FLXR
N/A
USMC
21.57
PEG Ratio
FLXR
N/A
USMC
0.60
5Y Dividends CAGR
FLXR
N/A
USMC
-0.46%
5Y EPS CAGR
FLXR
N/A
USMC
28.15%
Debt to Equity
FLXR
N/A
USMC
-5.44%
P/S Ratio
FLXR
N/A
USMC
5.23
P/B Ratio
FLXR
N/A
USMC
6.54
FLXR vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
FLXR
+0.54%
Winner
USMC
+8.36%
3M
FLXR
+0.66%
Winner
USMC
+5.97%
6M
FLXR
+2.15%
Winner
USMC
+6.79%
1Y
FLXR
+6.73%
Winner
USMC
+26.37%
5Y(CAGR)
FLXR
N/A
USMC
+14.58%
10Y(CAGR)
FLXR
N/A
USMC
+14.98%
Max(CAGR)
FLXR
+7.69%
Winner
USMC
+14.98%
FLXR vs USMC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FLXR | USMC |
|---|---|---|
| 2026 | +1.22% | +6.25% |
| 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.
| 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 | -0.53% Aug 5, 2024 - Aug 14, 2024 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -0.53% Sep 16, 2024 - Oct 1, 2024 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -0.50% Oct 28, 2025 - Nov 11, 2025 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -0.46% Apr 30, 2025 - May 19, 2025 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -0.43% Jun 27, 2024 - Jul 3, 2024 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -0.41% Apr 17, 2026 - May 8, 2026 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -0.38% Sep 16, 2025 - Oct 8, 2025 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -0.35% Aug 8, 2025 - Aug 25, 2025 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -0.35% Dec 3, 2025 - Dec 16, 2025 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -0.35% Sep 10, 2024 - Sep 16, 2024 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -0.33% Jun 4, 2025 - Jun 12, 2025 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -0.31% Mar 3, 2025 - Mar 21, 2025 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between FLXR and USMC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
FLXR vs USMC dividend yield comparison.
| Year | FLXR | USMC |
|---|---|---|
| 2026 | 2.04% | 0.20% |
| 2025 | 5.66% | 0.79% |
| 2024 | 3.44% | 1.04% |
| 2023 | 0.00% | 1.35% |
| 2022 | 0.00% | 1.78% |
| 2021 | 0.00% | 1.53% |
| 2020 | 0.00% | 1.55% |
| 2019 | 0.00% | 2.01% |
| 2018 | 0.00% | 2.28% |
| 2017 | 0.00% | 0.24% |
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