IBDR vs USMC

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceUSMC has outperformed IBDR, delivering a return of +14.6% compared to +1.6%

IBDR vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDR(ETF)	USMC(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.10%	0.12%
Max Drawdown	16.31%	29.97%
Sharpe Ratio	0.56	1.30
5Y Beta	0.01	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	8.28%	-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

IBDR

$3.50B

Winner

USMC

$3.60B

Expense Ratio

Winner

IBDR

0.10%

USMC

0.12%

Max Drawdown

Winner

IBDR

16.31%

USMC

29.97%

Sharpe Ratio

IBDR

0.56

Winner

USMC

1.30

5Y Beta

Winner

IBDR

0.01

USMC

0.92

P/E Ratio

IBDR

N/A

USMC

26.47

Forward P/E

IBDR

N/A

USMC

18.39

PEG Ratio

IBDR

N/A

USMC

0.22

5Y Dividends CAGR

Winner

IBDR

8.28%

USMC

-0.94%

5Y EPS CAGR

IBDR

N/A

USMC

29.76%

Debt to Equity

IBDR

N/A

USMC

50.93%

P/S Ratio

IBDR

N/A

USMC

5.27

P/B Ratio

IBDR

N/A

USMC

6.72

IBDR vs USMC - Historical Returns

Returns include dividend reinvestment.

Period	IBDR	USMC
1 month	+0.37%	+2.91%
3 months	+0.96%	+6.86%
6 months	+1.84%	+12.87%
1 year	+4.21%	+21.86%
5 years(CAGR)	+1.56%	+14.55%
10 years(CAGR)	+2.99%	+15.28%
Max(CAGR)	+2.99%	+15.28%

IBDR

+0.37%

Winner

USMC

+2.91%

IBDR

+0.96%

Winner

USMC

+6.86%

IBDR

+1.84%

Winner

USMC

+12.87%

IBDR

+4.21%

Winner

USMC

+21.86%

5Y(CAGR)

IBDR

+1.56%

Winner

USMC

+14.55%

10Y(CAGR)

IBDR

+2.99%

Winner

USMC

+15.28%

Max(CAGR)

IBDR

+2.99%

Winner

USMC

+15.28%

IBDR vs USMC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBDR	USMC
2026	+2.19%	+12.56%
2025	+5.03%	+15.84%
2024	+5.25%	+30.19%
2023	+5.78%	+31.46%
2022	-7.96%	-17.74%
2021	-1.68%	+27.40%
2020	+9.14%	+14.89%
2019	+14.17%	+28.26%
2018	-2.45%	-2.42%
2017	+5.53%	+5.48%
2016	-3.34%	N/A

IBDR vs USMC Drawdown Comparison

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 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 -0.02%.

Rank	IBDR	USMC
#1	-16.06% Mar 4, 2020 - Jun 2, 2020	-29.97% Feb 19, 2020 - Aug 18, 2020
#2	-13.13% Dec 31, 2020 - Dec 6, 2024	-24.11% Dec 29, 2021 - Jul 3, 2023
#3	-6.23% Sep 26, 2016 - Aug 3, 2017	-19.12% Feb 13, 2025 - Jul 3, 2025
#4	-5.01% Sep 7, 2017 - Jan 31, 2019	-16.19% Oct 2, 2018 - Mar 21, 2019
#5	-2.03% Aug 28, 2019 - Oct 3, 2019	-11.01% Jan 29, 2018 - Aug 27, 2018
#6	-1.19% Oct 31, 2019 - Nov 26, 2019	-10.30% Oct 29, 2025 - Apr 17, 2026
#7	-1.19% Jul 3, 2019 - Aug 1, 2019	-9.27% Sep 2, 2020 - Dec 1, 2020
#8	-0.95% Aug 6, 2020 - Nov 4, 2020	-9.13% Jul 31, 2023 - Nov 20, 2023
#9	-0.86% Oct 3, 2019 - Oct 31, 2019	-8.38% Jul 10, 2024 - Aug 30, 2024
#10	-0.70% Feb 26, 2019 - Mar 7, 2019	-5.90% Apr 29, 2019 - Jun 18, 2019
#11	-0.67% Jun 16, 2020 - Jul 2, 2020	-5.58% Jul 26, 2019 - Oct 28, 2019
#12	-0.64% Jun 10, 2020 - Jun 15, 2020	-5.44% Mar 20, 2024 - May 15, 2024
#13	-0.62% Apr 10, 2019 - Apr 24, 2019	-5.22% Feb 17, 2021 - Mar 29, 2021
#14	-0.61% Aug 3, 2017 - Aug 23, 2017	-4.45% Dec 17, 2024 - Jan 23, 2025
#15	-0.57% Apr 26, 2019 - May 7, 2019	-4.32% Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between IBDR and USMC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2016 - 2026)

IBDR vs USMC dividend yield comparison.

Year	IBDR	USMC
2026	2.34%	0.37%
2025	4.20%	0.79%
2024	4.13%	1.04%
2023	3.41%	1.35%
2022	2.44%	1.78%
2021	2.11%	1.53%
2020	2.61%	1.55%
2019	3.25%	2.01%
2018	3.56%	2.28%
2017	3.22%	0.24%
2016	0.86%	0.00%