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GSY vs USMC

Comparison between INVESCO ULTRA SHORT DURATION ETF (GSY, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceUSMC has outperformed GSY, delivering a return of +14.7% compared to +3.7%

GSY vs USMC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GSY
$3.50B
USMC
$3.50B
Expense Ratio
GSY
0.22%
Winner
USMC
0.12%
Max Drawdown
Winner
GSY
12.14%
USMC
29.97%
Sharpe Ratio
Winner
GSY
1.80
USMC
1.28
5Y Beta
Winner
GSY
0.00
USMC
0.93
P/E Ratio
GSY
N/A
USMC
28.90
Forward P/E
GSY
N/A
USMC
20.98
PEG Ratio
GSY
N/A
USMC
0.50
5Y Dividends CAGR
Winner
GSY
37.18%
USMC
-0.46%
5Y EPS CAGR
GSY
N/A
USMC
29.41%
Debt to Equity
GSY
N/A
USMC
42.86%
P/S Ratio
GSY
N/A
USMC
5.41
P/B Ratio
GSY
N/A
USMC
6.95

GSY vs USMC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GSY
+0.38%
USMC
+0.22%
3M
GSY
+1.03%
Winner
USMC
+10.10%
6M
GSY
+1.96%
Winner
USMC
+6.70%
1Y
GSY
+4.51%
Winner
USMC
+19.32%
5Y(CAGR)
GSY
+3.67%
Winner
USMC
+14.74%
10Y(CAGR)
GSY
+2.87%
Winner
USMC
+14.89%
Max(CAGR)
GSY
+1.95%
Winner
USMC
+14.89%

GSY vs USMC - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearGSYUSMC
2026+1.65%+6.97%
2025+4.98%+15.84%
2024+6.00%+30.19%
2023+6.03%+31.46%
2022+0.05%-17.74%
2021+0.03%+27.40%
2020+1.90%+14.89%
2019+3.34%+28.26%
2018+2.16%-2.42%
2017+1.88%+5.48%
2016+1.81%N/A
2015+1.00%N/A
2014+0.76%N/A
2013+1.37%N/A
2012+1.53%N/A
2011+0.09%N/A
2010-0.15%N/A
2009+0.06%N/A
2008+1.62%N/A

GSY vs USMC Drawdown Comparison

The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.

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

The current USMC drawdown is -2.50%.

RankGSYUSMC
#1-12.14%
Dec 3, 2008 - Jun 30, 2017
-29.97%
Feb 19, 2020 - Aug 18, 2020
#2-5.25%
Mar 5, 2020 - May 27, 2020
-24.11%
Dec 29, 2021 - Jul 3, 2023
#3-3.29%
Nov 20, 2008 - Dec 3, 2008
-19.12%
Feb 13, 2025 - Jul 3, 2025
#4-1.48%
Sep 15, 2021 - Jan 9, 2023
-16.19%
Oct 2, 2018 - Mar 21, 2019
#5-0.90%
Aug 25, 2008 - Sep 24, 2008
-11.01%
Jan 29, 2018 - Aug 27, 2018
#6-0.80%
Sep 24, 2008 - Oct 30, 2008
-10.30%
Oct 29, 2025 - Apr 17, 2026
#7-0.56%
Apr 24, 2008 - May 8, 2008
-9.27%
Sep 2, 2020 - Dec 1, 2020
#8-0.30%
May 8, 2008 - May 14, 2008
-9.13%
Jul 31, 2023 - Nov 20, 2023
#9-0.26%
Jul 25, 2008 - Aug 25, 2008
-8.38%
Jul 10, 2024 - Aug 30, 2024
#10-0.20%
Mar 25, 2008 - Apr 24, 2008
-5.90%
Apr 29, 2019 - Jun 18, 2019
#11-0.18%
Feb 12, 2008 - Feb 28, 2008
-5.58%
Jul 26, 2019 - Oct 28, 2019
#12-0.18%
May 23, 2008 - Jun 24, 2008
-5.44%
Mar 20, 2024 - May 15, 2024
#13-0.18%
Jun 24, 2008 - Jul 25, 2008
-5.22%
Feb 17, 2021 - Mar 29, 2021
#14-0.18%
Apr 3, 2025 - Apr 17, 2025
-4.45%
Dec 17, 2024 - Jan 23, 2025
#15-0.16%
Mar 24, 2023 - Apr 3, 2023
-4.32%
Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between GSY and USMC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2008 - 2026)

GSY vs USMC dividend yield comparison.

YearGSYUSMC
20261.74%0.20%
20254.56%0.79%
20245.31%1.04%
20234.95%1.35%
20221.70%1.78%
20210.58%1.53%
20201.45%1.55%
20192.71%2.01%
20182.30%2.28%
20171.80%0.24%
20161.21%0.00%
20151.17%0.00%
20141.29%0.00%
20131.15%0.00%
20120.72%0.00%
20110.32%0.00%
20100.01%0.00%
20090.24%0.00%
20081.81%0.00%

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