UCON vs USMC

Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceUSMC has outperformed UCON, delivering a return of +15.5% compared to +2.8%

UCON vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UCON(ETF)	USMC(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.86%	0.12%
Max Drawdown	15.31%	29.97%
Sharpe Ratio	0.72	1.69
5Y Beta	0.03	0.93
P/E Ratio	N/A	28.84
Forward P/E	N/A	21.56
PEG Ratio	N/A	0.56
5Y Dividends CAGR	7.96%	-0.46%
5Y EPS CAGR	N/A	27.77%
Debt to Equity	N/A	-7.33%
P/S Ratio	N/A	5.19
P/B Ratio	N/A	6.61

Net Assets

UCON

$3.20B

USMC

$3.20B

Expense Ratio

UCON

0.86%

Winner

USMC

0.12%

Max Drawdown

Winner

UCON

15.31%

USMC

29.97%

Sharpe Ratio

UCON

0.72

Winner

USMC

1.69

5Y Beta

Winner

UCON

0.03

USMC

0.93

P/E Ratio

UCON

N/A

USMC

28.84

Forward P/E

UCON

N/A

USMC

21.56

PEG Ratio

UCON

N/A

USMC

0.56

5Y Dividends CAGR

Winner

UCON

7.96%

USMC

-0.46%

5Y EPS CAGR

UCON

N/A

USMC

27.77%

Debt to Equity

UCON

N/A

USMC

-7.33%

P/S Ratio

UCON

N/A

USMC

5.19

P/B Ratio

UCON

N/A

USMC

6.61

UCON vs USMC - Historical Returns

Returns include dividend reinvestment.

Period	UCON	USMC
1 month	-0.06%	+7.22%
3 months	-0.61%	+8.78%
6 months	+0.82%	+5.26%
1 year	+5.77%	+23.35%
5 years(CAGR)	+2.78%	+15.46%
10 years(CAGR)	N/A	+15.02%
Max(CAGR)	+3.69%	+15.02%

UCON

-0.06%

Winner

USMC

+7.22%

UCON

-0.61%

Winner

USMC

+8.78%

UCON

+0.82%

Winner

USMC

+5.26%

UCON

+5.77%

Winner

USMC

+23.35%

5Y(CAGR)

UCON

+2.78%

Winner

USMC

+15.46%

10Y(CAGR)

UCON

N/A

USMC

+15.02%

Max(CAGR)

UCON

+3.69%

Winner

USMC

+15.02%

UCON vs USMC - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	UCON	USMC
2026	+0.28%	+6.73%
2025	+7.00%	+15.84%
2024	+4.90%	+30.19%
2023	+7.67%	+31.46%
2022	-5.72%	-17.74%
2021	+1.05%	+27.40%
2020	+6.67%	+14.89%
2019	+7.13%	+28.26%
2018	+1.11%	-2.42%
2017	N/A	+5.48%

UCON vs USMC Drawdown Comparison

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

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

The current UCON drawdown is -0.88%.

Rank	UCON	USMC
#1	-15.31% Mar 5, 2020 - Jul 2, 2020	-29.97% Feb 19, 2020 - Aug 18, 2020
#2	-9.60% Sep 14, 2021 - Dec 14, 2023	-24.11% Dec 29, 2021 - Jul 3, 2023
#3	-2.45% Feb 26, 2026 - Mar 26, 2026	-19.12% Feb 13, 2025 - Jul 3, 2025
#4	-1.70% Feb 1, 2024 - May 15, 2024	-16.19% Oct 2, 2018 - Mar 21, 2019
#5	-1.67% Sep 24, 2024 - Feb 24, 2025	-11.01% Jan 29, 2018 - Aug 27, 2018
#6	-1.53% Mar 3, 2025 - May 30, 2025	-10.30% Oct 29, 2025 - Apr 17, 2026
#7	-1.12% Nov 9, 2018 - Jan 10, 2019	-9.27% Sep 2, 2020 - Dec 1, 2020
#8	-1.07% Feb 11, 2021 - May 26, 2021	-9.13% Jul 31, 2023 - Nov 20, 2023
#9	-0.96% Sep 4, 2019 - Oct 1, 2019	-8.38% Jul 10, 2024 - Aug 30, 2024
#10	-0.88% Feb 24, 2020 - Mar 3, 2020	-5.90% Apr 29, 2019 - Jun 18, 2019
#11	-0.87% Dec 28, 2023 - Jan 12, 2024	-5.58% Jul 26, 2019 - Oct 28, 2019
#12	-0.83% Oct 13, 2020 - Nov 5, 2020	-5.44% Mar 20, 2024 - May 15, 2024
#13	-0.75% Oct 28, 2025 - Nov 25, 2025	-5.22% Feb 17, 2021 - Mar 29, 2021
#14	-0.73% May 15, 2024 - Jun 4, 2024	-4.45% Dec 17, 2024 - Jan 23, 2025
#15	-0.73% Feb 19, 2019 - Mar 6, 2019	-4.32% Sep 3, 2021 - Oct 20, 2021