FRDM vs USMC
Comparison between FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceFRDM has outperformed USMC, delivering a return of +18.7% compared to +14.7%
FRDM vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FRDM
$3.50B
USMC
$3.50B
Expense Ratio
FRDM
0.49%
Winner
USMC
0.12%
Max Drawdown
FRDM
40.49%
Winner
USMC
29.97%
Sharpe Ratio
Winner
FRDM
2.29
USMC
1.28
5Y Beta
FRDM
1.01
Winner
USMC
0.93
P/E Ratio
FRDM
N/A
USMC
28.90
Forward P/E
FRDM
N/A
USMC
20.98
PEG Ratio
FRDM
N/A
USMC
0.50
5Y Dividends CAGR
Winner
FRDM
25.82%
USMC
-0.46%
5Y EPS CAGR
FRDM
N/A
USMC
29.41%
Debt to Equity
FRDM
N/A
USMC
42.86%
P/S Ratio
FRDM
N/A
USMC
5.41
P/B Ratio
FRDM
N/A
USMC
6.95
FRDM vs USMC - Holdings Comparison
FRDM and USMC have 1 common holdings. Overlap is -0.62%
FRDM's top 25 holdings weight is 73.63%. USMC's top 25 holdings weight is 98.06%.
| Rank | FRDM | USMC |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 13.98% | NVIDIA CORP (NVDA) - 8.42% |
| #2 | SK HYNIX INC (n/a) - 10.88% | MICRON TECHNOLOGY INC (MU) - 7.82% |
| #3 | n/a (TSM) - 7.83% | APPLE INC (AAPL) - 6.99% |
| #4 | MEDIATEK INC (n/a) - 5.78% | ALPHABET INC CLASS A (GOOGL) - 6.08% |
| #5 | DELTA ELECTRONICS INC (n/a) - 3.71% | BROADCOM INC (AVGO) - 5.79% |
| #6 | LATAM AIRLINES GROUP SA (n/a) - 3.23% | MICROSOFT CORP (MSFT) - 5.29% |
| #7 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.98% | VISA INC CLASS A (V) - 4.05% |
| #8 | VALE SA (n/a) - 2.92% | JPMORGAN CHASE & CO (JPM) - 3.97% |
| #9 | BANK POLSKA KASA OPIEKI SA (n/a) - 2.79% | AMAZON.COM INC (AMZN) - 3.92% |
| #10 | BANCO DE CHILE (n/a) - 2.44% | MASTERCARD INC CLASS A (MA) - 3.85% |
| #11 | FALABELLA SA (n/a) - 2.13% | COSTCO WHOLESALE CORP (COST) - 3.76% |
| #12 | MALAYAN BANKING BHD (n/a) - 1.65% | META PLATFORMS INC CLASS A (META) - 3.73% |
| #13 | LPP SA (n/a) - 1.61% | NETFLIX INC (NFLX) - 3.59% |
| #14 | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.38% | BANK OF AMERICA CORP (BAC) - 3.22% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.30% | GE AEROSPACE (GE) - 2.95% |
| #16 | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.16% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% |
| #17 | SK SQUARE (n/a) - 1.00% | ABBVIE INC (ABBV) - 2.86% |
| #18 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.00% | JOHNSON & JOHNSON (JNJ) - 2.80% |
| #19 | PLAZA SA SHS (n/a) - 0.91% | PROCTER & GAMBLE CO (PG) - 2.61% |
| #20 | QUANTA COMPUTER INC (n/a) - 0.89% | CATERPILLAR INC (CAT) - 2.57% |
| #21 | CENCOSUD SA (n/a) - 0.87% | TESLA INC (TSLA) - 2.28% |
| #22 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.86% | ELI LILLY AND CO (LLY) - 2.27% |
| #23 | DINO POLSKA SA (n/a) - 0.81% | CHEVRON CORP (CVX) - 2.20% |
| #24 | PUBLIC BANK BHD (n/a) - 0.79% | EXXON MOBIL CORP (XOM) - 2.16% |
| #25 | HYUNDAI MOTOR CO (n/a) - 0.73% | WALMART INC (WMT) - 1.98% |
| Total Holdings | 134 | 28 |
FRDM vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FRDM
+7.39%
USMC
+0.22%
3M
Winner
FRDM
+31.14%
USMC
+10.10%
6M
Winner
FRDM
+46.37%
USMC
+6.70%
1Y
Winner
FRDM
+84.22%
USMC
+19.32%
5Y(CAGR)
Winner
FRDM
+18.67%
USMC
+14.74%
10Y(CAGR)
FRDM
N/A
USMC
+14.89%
Max(CAGR)
Winner
FRDM
+18.76%
USMC
+14.89%
FRDM vs USMC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | FRDM | USMC |
|---|---|---|
| 2026 | +36.57% | +6.97% |
| 2025 | +60.85% | +15.84% |
| 2024 | +3.76% | +30.19% |
| 2023 | +24.18% | +31.46% |
| 2022 | -15.18% | -17.74% |
| 2021 | +4.26% | +27.40% |
| 2020 | +15.00% | +14.89% |
| 2019 | +12.33% | +28.26% |
| 2018 | N/A | -2.42% |
| 2017 | N/A | +5.48% |
FRDM vs USMC Drawdown Comparison
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current FRDM drawdown is -4.36%. The current USMC drawdown is -2.50%.
| Rank | FRDM | USMC |
|---|---|---|
| #1 | -40.49% Jan 13, 2020 - Nov 11, 2020 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -29.25% Jan 12, 2022 - Dec 27, 2023 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -16.86% Feb 25, 2026 - Apr 17, 2026 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -15.43% Sep 26, 2024 - May 2, 2025 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -13.73% Jul 12, 2024 - Sep 26, 2024 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -10.78% Jun 2, 2026 - Jun 5, 2026 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -10.39% Jul 1, 2019 - Nov 4, 2019 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -9.14% Dec 27, 2023 - Mar 7, 2024 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -8.54% Sep 3, 2021 - Jan 12, 2022 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -7.16% Apr 9, 2024 - May 9, 2024 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -6.75% Feb 16, 2021 - Jun 2, 2021 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -6.39% Nov 7, 2019 - Dec 16, 2019 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -6.26% Nov 3, 2025 - Dec 9, 2025 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -6.14% May 11, 2026 - May 26, 2026 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -5.80% Jan 21, 2021 - Feb 11, 2021 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between FRDM and USMC is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2017 - 2026)
FRDM vs USMC dividend yield comparison.
| Year | FRDM | USMC |
|---|---|---|
| 2026 | 0.32% | 0.20% |
| 2025 | 2.26% | 0.79% |
| 2024 | 2.53% | 1.04% |
| 2023 | 2.66% | 1.35% |
| 2022 | 2.72% | 1.78% |
| 2021 | 2.17% | 1.53% |
| 2020 | 1.11% | 1.55% |
| 2019 | 1.07% | 2.01% |
| 2018 | 0.00% | 2.28% |
| 2017 | 0.00% | 0.24% |
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