USMC vs ACWV
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF).
5-Year PerformanceUSMC has outperformed ACWV, delivering a return of +15.0% compared to +5.6%
USMC vs ACWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.20B
Winner
ACWV
$3.30B
Expense Ratio
Winner
USMC
0.12%
ACWV
0.20%
Max Drawdown
USMC
29.97%
Winner
ACWV
28.82%
Sharpe Ratio
Winner
USMC
1.69
ACWV
0.24
5Y Beta
USMC
0.93
Winner
ACWV
0.36
P/E Ratio
USMC
28.84
Winner
ACWV
22.90
Forward P/E
USMC
21.56
Winner
ACWV
19.23
PEG Ratio
USMC
0.56
Winner
ACWV
0.18
5Y Dividends CAGR
USMC
-0.46%
Winner
ACWV
5.63%
5Y EPS CAGR
Winner
USMC
27.77%
ACWV
16.88%
Debt to Equity
Winner
USMC
-7.33%
ACWV
30.29%
P/S Ratio
USMC
5.19
Winner
ACWV
1.55
P/B Ratio
USMC
6.61
Winner
ACWV
3.82
USMC vs ACWV - Holdings Comparison
USMC and ACWV have 15 common holdings. Overlap is 8.24%
USMC's top 25 holdings weight is 98.02%. ACWV's top 25 holdings weight is 25.80%.
| Rank | USMC | ACWV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.73% | JOHNSON & JOHNSON (JNJ) - 1.51% |
| #2 | APPLE INC (AAPL) - 6.80% | CISCO SYSTEMS INC (CSCO) - 1.48% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.58% | DUKE ENERGY CORP (DUK) - 1.30% |
| #4 | BROADCOM INC (AVGO) - 5.64% | MOTOROLA SOLUTIONS INC (MSI) - 1.29% |
| #5 | MICRON TECHNOLOGY INC (MU) - 5.07% | CENCORA INC (COR) - 1.27% |
| #6 | MICROSOFT CORP (MSFT) - 4.95% | SOUTHERN CO (SO) - 1.14% |
| #7 | JPMORGAN CHASE & CO (JPM) - 4.35% | WASTE MANAGEMENT INC (WM) - 1.06% |
| #8 | AMAZON.COM INC (AMZN) - 4.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04% |
| #9 | COSTCO WHOLESALE CORP (COST) - 4.24% | n/a (n/a) - 1.02% |
| #10 | VISA INC CLASS A (V) - 4.24% | KDDI CORP (n/a) - 1.01% |
| #11 | MASTERCARD INC CLASS A (MA) - 4.05% | REPUBLIC SERVICES INC (RSG) - 1.00% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.94% | MCDONALD'S CORP (MCD) - 0.99% |
| #13 | NETFLIX INC (NFLX) - 3.85% | CHUBB LTD (CB) - 0.97% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.48% | PEPSICO INC (PEP) - 0.96% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.01% | AT&T INC (T) - 0.95% |
| #16 | JOHNSON & JOHNSON (JNJ) - 2.97% | EXXON MOBIL CORP (XOM) - 0.95% |
| #17 | ABBVIE INC (ABBV) - 2.90% | MICROSOFT CORP (MSFT) - 0.94% |
| #18 | PROCTER & GAMBLE CO (PG) - 2.83% | MCKESSON CORP (MCK) - 0.92% |
| #19 | CATERPILLAR INC (CAT) - 2.82% | THE KROGER CO (KR) - 0.91% |
| #20 | GE AEROSPACE (GE) - 2.74% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.89% |
| #21 | CHEVRON CORP (CVX) - 2.39% | CONSOLIDATED EDISON INC (ED) - 0.87% |
| #22 | WALMART INC (WMT) - 2.37% | VERIZON COMMUNICATIONS INC (VZ) - 0.84% |
| #23 | EXXON MOBIL CORP (XOM) - 2.35% | T-MOBILE US INC (TMUS) - 0.83% |
| #24 | TESLA INC (TSLA) - 2.24% | SOFTBANK CORP (n/a) - 0.83% |
| #25 | ELI LILLY AND CO (LLY) - 2.17% | ORANGE SA (n/a) - 0.83% |
| Total Holdings | 27 | 469 |
USMC vs ACWV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMC
+7.79%
ACWV
+0.51%
3M
Winner
USMC
+7.11%
ACWV
-2.59%
6M
Winner
USMC
+4.96%
ACWV
+1.37%
1Y
Winner
USMC
+23.16%
ACWV
+4.98%
5Y(CAGR)
Winner
USMC
+15.01%
ACWV
+5.64%
10Y(CAGR)
Winner
USMC
+15.00%
ACWV
+7.39%
Max(CAGR)
Winner
USMC
+15.00%
ACWV
+8.30%
USMC vs ACWV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | USMC | ACWV |
|---|---|---|
| 2026 | +6.57% | +1.61% |
| 2025 | +15.84% | +11.32% |
| 2024 | +30.19% | +11.25% |
| 2023 | +31.46% | +7.77% |
| 2022 | -17.74% | -9.99% |
| 2021 | +27.40% | +14.56% |
| 2020 | +14.89% | +2.75% |
| 2019 | +28.26% | +21.70% |
| 2018 | -2.42% | -1.61% |
| 2017 | +5.48% | +18.27% |
| 2016 | N/A | +8.98% |
| 2015 | N/A | +3.19% |
| 2014 | N/A | +12.02% |
| 2013 | N/A | +15.87% |
| 2012 | N/A | +9.50% |
| 2011 | N/A | -0.92% |
USMC vs ACWV Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current ACWV drawdown is -3.68%.
| Rank | USMC | ACWV |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -28.82% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -18.13% Dec 31, 2021 - Feb 22, 2024 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -11.15% Apr 28, 2015 - Mar 17, 2016 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -10.06% Sep 21, 2018 - Feb 19, 2019 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -9.24% May 15, 2013 - Oct 18, 2013 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -8.40% Jan 26, 2018 - Sep 13, 2018 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -7.91% Aug 11, 2016 - Mar 15, 2017 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -7.80% Oct 27, 2011 - Jan 23, 2012 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -7.56% Apr 2, 2025 - Apr 30, 2025 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -6.37% Feb 27, 2026 - Mar 27, 2026 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -6.18% Nov 15, 2013 - Mar 6, 2014 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -5.78% Apr 2, 2012 - Jun 19, 2012 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -5.72% Nov 29, 2024 - Feb 13, 2025 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -5.30% Sep 3, 2021 - Dec 16, 2021 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -4.85% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between USMC and ACWV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2011 - 2026)
USMC vs ACWV dividend yield comparison.
| Year | USMC | ACWV |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 0.79% | 2.09% |
| 2024 | 1.04% | 2.33% |
| 2023 | 1.35% | 2.41% |
| 2022 | 1.78% | 2.18% |
| 2021 | 1.53% | 1.92% |
| 2020 | 1.55% | 1.77% |
| 2019 | 2.01% | 2.54% |
| 2018 | 2.28% | 2.32% |
| 2017 | 0.24% | 2.04% |
| 2016 | 0.00% | 2.56% |
| 2015 | 0.00% | 2.28% |
| 2014 | 0.00% | 2.22% |
| 2013 | 0.00% | 2.47% |
| 2012 | 0.00% | 1.94% |
| 2011 | 0.00% | 0.51% |
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