GLTR vs USMC

Comparison between abrdn Physical Precious Metals Basket Shares ETF (GLTR, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceGLTR has outperformed USMC, delivering a return of +17.4% compared to +14.6%

GLTR vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GLTR(ETF)	USMC(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	0.60%	0.12%
Max Drawdown	55.70%	29.97%
Sharpe Ratio	1.49	1.69
5Y Beta	0.37	0.93
P/E Ratio	N/A	28.59
Forward P/E	N/A	21.57
PEG Ratio	N/A	0.60
5Y Dividends CAGR	N/A	-0.46%
5Y EPS CAGR	N/A	28.15%
Debt to Equity	N/A	-5.44%
P/S Ratio	N/A	5.23
P/B Ratio	N/A	6.54

Net Assets

GLTR

$2.90B

USMC

$2.90B

Expense Ratio

GLTR

0.60%

Winner

USMC

0.12%

Max Drawdown

GLTR

55.70%

Winner

USMC

29.97%

Sharpe Ratio

GLTR

1.49

Winner

USMC

1.69

5Y Beta

Winner

GLTR

0.37

USMC

0.93

P/E Ratio

GLTR

N/A

USMC

28.59

Forward P/E

GLTR

N/A

USMC

21.57

PEG Ratio

GLTR

N/A

USMC

0.60

5Y Dividends CAGR

GLTR

N/A

USMC

-0.46%

5Y EPS CAGR

GLTR

N/A

USMC

28.15%

Debt to Equity

GLTR

N/A

USMC

-5.44%

P/S Ratio

GLTR

N/A

USMC

5.23

P/B Ratio

GLTR

N/A

USMC

6.54

GLTR vs USMC - Historical Returns

Returns include dividend reinvestment.

Period	GLTR	USMC
1 month	+2.62%	+8.36%
3 months	-6.15%	+5.97%
6 months	+31.56%	+6.79%
1 year	+70.41%	+26.37%
5 years(CAGR)	+17.38%	+14.58%
10 years(CAGR)	+13.78%	+14.98%
Max(CAGR)	+7.28%	+14.98%

GLTR

+2.62%

Winner

USMC

+8.36%

GLTR

-6.15%

Winner

USMC

+5.97%

Winner

GLTR

+31.56%

USMC

+6.79%

Winner

GLTR

+70.41%

USMC

+26.37%

5Y(CAGR)

Winner

GLTR

+17.38%

USMC

+14.58%

10Y(CAGR)

GLTR

+13.78%

Winner

USMC

+14.98%

Max(CAGR)

GLTR

+7.28%

Winner

USMC

+14.98%

GLTR vs USMC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	GLTR	USMC
2026	+8.57%	+6.25%
2025	+84.10%	+15.84%
2024	+21.17%	+30.19%
2023	+2.06%	+31.46%
2022	+1.47%	-17.74%
2021	-11.16%	+27.40%
2020	+28.66%	+14.89%
2019	+20.87%	+28.26%
2018	-4.18%	-2.42%
2017	+11.07%	+5.48%
2016	+9.41%	N/A
2015	-14.33%	N/A
2014	-9.67%	N/A
2013	-29.62%	N/A
2012	+3.39%	N/A
2011	-1.84%	N/A
2010	+16.78%	N/A

GLTR vs USMC Drawdown Comparison

The maximum drawdown for GLTR was -55.70%, occurring on Dec 17, 2015. Recovery took 3311 trading sessions.

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

The current GLTR drawdown is -20.84%.

Rank	GLTR	USMC
#1	-55.70% Aug 22, 2011 - Oct 18, 2024	-29.97% Feb 19, 2020 - Aug 18, 2020
#2	-29.70% Jan 28, 2026 - Mar 26, 2026	-24.11% Dec 29, 2021 - Jul 3, 2023
#3	-17.30% Apr 29, 2011 - Aug 19, 2011	-19.12% Feb 13, 2025 - Jul 3, 2025
#4	-10.62% Oct 15, 2025 - Dec 9, 2025	-16.19% Oct 2, 2018 - Mar 21, 2019
#5	-10.23% Oct 29, 2024 - Feb 13, 2025	-11.01% Jan 29, 2018 - Aug 27, 2018
#6	-8.66% Dec 31, 2010 - Feb 17, 2011	-10.30% Oct 29, 2025 - Apr 17, 2026
#7	-7.53% Dec 26, 2025 - Jan 6, 2026	-9.27% Sep 2, 2020 - Dec 1, 2020
#8	-6.94% Mar 31, 2025 - Apr 11, 2025	-9.13% Jul 31, 2023 - Nov 20, 2023
#9	-6.64% Nov 8, 2010 - Dec 2, 2010	-8.38% Jul 10, 2024 - Aug 30, 2024
#10	-5.81% May 6, 2025 - Jun 2, 2025	-5.90% Apr 29, 2019 - Jun 18, 2019
#11	-5.44% Jul 22, 2025 - Sep 2, 2025	-5.58% Jul 26, 2019 - Oct 28, 2019
#12	-4.46% Mar 7, 2011 - Mar 23, 2011	-5.44% Mar 20, 2024 - May 15, 2024
#13	-4.37% Apr 21, 2025 - May 6, 2025	-5.22% Feb 17, 2021 - Mar 29, 2021
#14	-4.22% Dec 6, 2010 - Dec 29, 2010	-4.45% Dec 17, 2024 - Jan 23, 2025
#15	-3.73% Feb 20, 2025 - Mar 13, 2025	-4.32% Sep 3, 2021 - Oct 20, 2021