INTF vs USMC
Comparison between ISHARES INTERNATIONAL EQUITY FACTOR ETF (INTF, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed INTF, delivering a return of +14.7% compared to +9.7%
INTF vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INTF
$3.50B
USMC
$3.50B
Expense Ratio
INTF
0.16%
Winner
USMC
0.12%
Max Drawdown
INTF
43.92%
Winner
USMC
29.97%
Sharpe Ratio
Winner
INTF
1.37
USMC
1.28
5Y Beta
Winner
INTF
0.74
USMC
0.93
P/E Ratio
INTF
N/A
USMC
28.90
Forward P/E
INTF
N/A
USMC
20.98
PEG Ratio
INTF
N/A
USMC
0.50
5Y Dividends CAGR
Winner
INTF
8.62%
USMC
-0.46%
5Y EPS CAGR
INTF
N/A
USMC
29.41%
Debt to Equity
INTF
N/A
USMC
42.86%
P/S Ratio
INTF
N/A
USMC
5.41
P/B Ratio
INTF
N/A
USMC
6.95
INTF vs USMC - Holdings Comparison
INTF and USMC have 1 common holdings. Overlap is -0.01%
INTF's top 25 holdings weight is 23.39%. USMC's top 25 holdings weight is 98.06%.
| Rank | INTF | USMC |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.38% | NVIDIA CORP (NVDA) - 8.42% |
| #2 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.02% | MICRON TECHNOLOGY INC (MU) - 7.82% |
| #3 | ABB LTD (n/a) - 1.15% | APPLE INC (AAPL) - 6.99% |
| #4 | ROYAL BANK OF CANADA (n/a) - 1.13% | ALPHABET INC CLASS A (GOOGL) - 6.08% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.01% | BROADCOM INC (AVGO) - 5.79% |
| #6 | BHP GROUP LTD (n/a) - 1.01% | MICROSOFT CORP (MSFT) - 5.29% |
| #7 | HSBC HOLDINGS PLC (n/a) - 1.01% | VISA INC CLASS A (V) - 4.05% |
| #8 | NESTLE SA (n/a) - 0.96% | JPMORGAN CHASE & CO (JPM) - 3.97% |
| #9 | RIO TINTO LTD (n/a) - 0.91% | AMAZON.COM INC (AMZN) - 3.92% |
| #10 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.91% | MASTERCARD INC CLASS A (MA) - 3.85% |
| #11 | ASTRAZENECA PLC (AZN:XLON) - 0.90% | COSTCO WHOLESALE CORP (COST) - 3.76% |
| #12 | MIZUHO FINANCIAL GROUP INC (n/a) - 0.84% | META PLATFORMS INC CLASS A (META) - 3.73% |
| #13 | UNICREDIT SPA (n/a) - 0.81% | NETFLIX INC (NFLX) - 3.59% |
| #14 | TOTALENERGIES SE (TTE) - 0.78% | BANK OF AMERICA CORP (BAC) - 3.22% |
| #15 | SIEMENS AG (n/a) - 0.75% | GE AEROSPACE (GE) - 2.95% |
| #16 | LOBLAW COMPANIES LTD (n/a) - 0.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% |
| #17 | ABN AMRO BANK NV (n/a) - 0.74% | ABBVIE INC (ABBV) - 2.86% |
| #18 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.74% | JOHNSON & JOHNSON (JNJ) - 2.80% |
| #19 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.70% | PROCTER & GAMBLE CO (PG) - 2.61% |
| #20 | SAP SE (n/a) - 0.68% | CATERPILLAR INC (CAT) - 2.57% |
| #21 | NOVO NORDISK AS CLASS B (n/a) - 0.67% | TESLA INC (TSLA) - 2.28% |
| #22 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.65% | ELI LILLY AND CO (LLY) - 2.27% |
| #23 | TOYOTA MOTOR CORP (n/a) - 0.64% | CHEVRON CORP (CVX) - 2.20% |
| #24 | SHELL PLC (n/a) - 0.63% | EXXON MOBIL CORP (XOM) - 2.16% |
| #25 | AIB GROUP PLC (n/a) - 0.62% | WALMART INC (WMT) - 1.98% |
| Total Holdings | 500 | 28 |
INTF vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
INTF
+1.42%
USMC
+0.22%
3M
INTF
+7.82%
Winner
USMC
+10.10%
6M
Winner
INTF
+12.46%
USMC
+6.70%
1Y
Winner
INTF
+24.87%
USMC
+19.32%
5Y(CAGR)
INTF
+9.73%
Winner
USMC
+14.74%
10Y(CAGR)
INTF
+9.70%
Winner
USMC
+14.89%
Max(CAGR)
INTF
+7.83%
Winner
USMC
+14.89%
INTF vs USMC - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | INTF | USMC |
|---|---|---|
| 2026 | +9.54% | +6.97% |
| 2025 | +35.79% | +15.84% |
| 2024 | +7.17% | +30.19% |
| 2023 | +17.82% | +31.46% |
| 2022 | -12.61% | -17.74% |
| 2021 | +10.83% | +27.40% |
| 2020 | +2.11% | +14.89% |
| 2019 | +18.95% | +28.26% |
| 2018 | -16.32% | -2.42% |
| 2017 | +27.88% | +5.48% |
| 2016 | +0.63% | N/A |
| 2015 | -4.25% | N/A |
INTF vs USMC Drawdown Comparison
The maximum drawdown for INTF was -40.39%, occurring on Mar 23, 2020. Recovery took 785 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%.
| Rank | INTF | USMC |
|---|---|---|
| #1 | -40.39% Jan 26, 2018 - Mar 11, 2021 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -29.21% Sep 3, 2021 - Jan 29, 2024 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -17.82% May 21, 2015 - Mar 24, 2017 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -13.64% Mar 19, 2025 - Apr 28, 2025 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -10.20% Feb 25, 2026 - Jun 12, 2026 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -9.27% Sep 26, 2024 - Mar 5, 2025 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -8.04% Jul 12, 2024 - Aug 21, 2024 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -5.28% Jun 7, 2021 - Sep 3, 2021 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -4.67% Nov 12, 2025 - Dec 3, 2025 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -4.38% Mar 27, 2024 - May 9, 2024 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -4.01% Jun 6, 2024 - Jul 11, 2024 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -3.90% Jul 23, 2025 - Aug 12, 2025 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -3.67% Aug 30, 2024 - Sep 19, 2024 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -3.18% May 7, 2021 - May 27, 2021 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -3.17% Oct 6, 2025 - Oct 27, 2025 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between INTF and USMC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2015 - 2026)
INTF vs USMC dividend yield comparison.
| Year | INTF | USMC |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 2.87% | 0.79% |
| 2024 | 3.53% | 1.04% |
| 2023 | 3.59% | 1.35% |
| 2022 | 2.81% | 1.78% |
| 2021 | 5.38% | 1.53% |
| 2020 | 2.06% | 1.55% |
| 2019 | 3.65% | 2.01% |
| 2018 | 2.62% | 2.28% |
| 2017 | 3.26% | 0.24% |
| 2016 | 1.66% | 0.00% |
| 2015 | 0.85% | 0.00% |
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