TSPA vs USMC
Comparison between T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed TSPA, delivering a return of +15.5% compared to +14.6%
TSPA vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TSPA
$3.40B
Winner
USMC
$3.50B
Expense Ratio
TSPA
0.34%
Winner
USMC
0.12%
Max Drawdown
Winner
TSPA
24.72%
USMC
29.97%
Sharpe Ratio
Winner
TSPA
1.65
USMC
1.44
5Y Beta
TSPA
0.97
Winner
USMC
0.93
P/E Ratio
TSPA
29.28
Winner
USMC
29.08
Forward P/E
TSPA
21.84
Winner
USMC
20.96
PEG Ratio
Winner
TSPA
0.43
USMC
0.49
5Y Dividends CAGR
TSPA
N/A
USMC
-0.46%
5Y EPS CAGR
Winner
TSPA
29.87%
USMC
28.12%
Debt to Equity
TSPA
52.38%
Winner
USMC
43.72%
TSPA vs USMC - Holdings Comparison
TSPA and USMC have 16 common holdings. Overlap is 41.22%
TSPA's top 25 holdings weight is 50.28%. USMC's top 25 holdings weight is 97.88%.
| Rank | TSPA | USMC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.92% | NVIDIA CORP (NVDA) - 7.83% |
| #2 | APPLE INC (AAPL) - 6.55% | MICRON TECHNOLOGY INC (MU) - 7.02% |
| #3 | MICROSOFT CORP (MSFT) - 4.79% | APPLE INC (AAPL) - 6.93% |
| #4 | AMAZON.COM INC (AMZN) - 4.32% | ALPHABET INC CLASS A (GOOGL) - 6.00% |
| #5 | ALPHABET INC CLASS C (GOOG) - 3.71% | BROADCOM INC (AVGO) - 4.88% |
| #6 | BROADCOM INC (AVGO) - 3.44% | MICROSOFT CORP (MSFT) - 4.75% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.78% | JPMORGAN CHASE & CO (JPM) - 4.31% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.32% | VISA INC CLASS A (V) - 4.23% |
| #9 | TESLA INC (TSLA) - 1.63% | COSTCO WHOLESALE CORP (COST) - 4.08% |
| #10 | ELI LILLY AND CO (LLY) - 1.30% | MASTERCARD INC CLASS A (MA) - 3.96% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.29% | AMAZON.COM INC (AMZN) - 3.72% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.16% | META PLATFORMS INC CLASS A (META) - 3.69% |
| #13 | VISA INC CLASS A (V) - 1.03% | NETFLIX INC (NFLX) - 3.57% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.98% | BANK OF AMERICA CORP (BAC) - 3.55% |
| #15 | INTEL CORP (INTC) - 0.97% | ABBVIE INC (ABBV) - 3.14% |
| #16 | WALMART INC (WMT) - 0.95% | JOHNSON & JOHNSON (JNJ) - 3.11% |
| #17 | EXXON MOBIL CORP (XOM) - 0.91% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.11% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.89% | GE AEROSPACE (GE) - 3.02% |
| #19 | T-MOBILE US INC (TMUS) - 0.86% | PROCTER & GAMBLE CO (PG) - 2.89% |
| #20 | NETFLIX INC (NFLX) - 0.85% | CATERPILLAR INC (CAT) - 2.65% |
| #21 | U.S. BANCORP (USB) - 0.33% | ELI LILLY AND CO (LLY) - 2.48% |
| #22 | CHARLES SCHWAB CORP (SCHW) - 0.33% | CHEVRON CORP (CVX) - 2.34% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.33% | EXXON MOBIL CORP (XOM) - 2.27% |
| #24 | CSX CORP (CSX) - 0.32% | TESLA INC (TSLA) - 2.18% |
| #25 | KLA CORP (KLAC) - 0.32% | WALMART INC (WMT) - 2.17% |
| Total Holdings | 276 | 27 |
TSPA vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
TSPA
+1.61%
Winner
USMC
+1.87%
3M
Winner
TSPA
+14.34%
USMC
+13.53%
6M
Winner
TSPA
+12.18%
USMC
+9.27%
1Y
Winner
TSPA
+27.26%
USMC
+23.39%
5Y(CAGR)
TSPA
+14.65%
Winner
USMC
+15.51%
10Y(CAGR)
TSPA
N/A
USMC
+15.10%
Max(CAGR)
TSPA
+14.34%
Winner
USMC
+15.10%
TSPA vs USMC - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | TSPA | USMC |
|---|---|---|
| 2026 | +10.56% | +8.91% |
| 2025 | +16.49% | +15.84% |
| 2024 | +27.28% | +30.19% |
| 2023 | +30.41% | +31.46% |
| 2022 | -19.11% | -17.74% |
| 2021 | +13.72% | +27.40% |
| 2020 | N/A | +14.89% |
| 2019 | N/A | +28.26% |
| 2018 | N/A | -2.42% |
| 2017 | N/A | +5.48% |
TSPA vs USMC Drawdown Comparison
The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current TSPA drawdown is -1.04%. The current USMC drawdown is -0.73%.
| Rank | TSPA | USMC |
|---|---|---|
| #1 | -24.72% Dec 29, 2021 - Nov 22, 2023 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -19.04% Feb 19, 2025 - Jun 27, 2025 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -9.24% Jan 29, 2026 - Apr 14, 2026 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -8.90% Jul 16, 2024 - Sep 19, 2024 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -5.49% Mar 28, 2024 - May 14, 2024 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -5.40% Oct 29, 2025 - Dec 11, 2025 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -4.78% Aug 30, 2021 - Oct 19, 2021 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -4.46% Jun 2, 2026 - Jun 10, 2026 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -4.16% Nov 16, 2021 - Dec 23, 2021 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -3.91% Dec 6, 2024 - Jan 22, 2025 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -2.97% Oct 8, 2025 - Oct 24, 2025 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -2.82% Jul 12, 2021 - Jul 23, 2021 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -2.77% Dec 11, 2025 - Dec 23, 2025 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -2.64% Oct 14, 2024 - Nov 6, 2024 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -2.59% Jan 12, 2026 - Jan 27, 2026 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between TSPA and USMC is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2017 - 2026)
TSPA vs USMC dividend yield comparison.
| Year | TSPA | USMC |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 0.62% | 0.79% |
| 2024 | 0.50% | 1.04% |
| 2023 | 0.41% | 1.35% |
| 2022 | 1.16% | 1.78% |
| 2021 | 0.43% | 1.53% |
| 2020 | 0.00% | 1.55% |
| 2019 | 0.00% | 2.01% |
| 2018 | 0.00% | 2.28% |
| 2017 | 0.00% | 0.24% |
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