USMC vs ANGL

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and VANECK FALLEN ANGEL HIGH YIELD BOND ETF (ANGL, ETF).

5-Year PerformanceUSMC has outperformed ANGL, delivering a return of +14.6% compared to +3.5%

USMC vs ANGL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMC(ETF)	ANGL(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.12%	0.25%
Max Drawdown	29.97%	29.58%
Sharpe Ratio	1.69	1.34
5Y Beta	0.93	0.26
P/E Ratio	28.59	N/A
Forward P/E	21.57	N/A
PEG Ratio	0.60	N/A
5Y Dividends CAGR	-0.46%	6.29%
5Y EPS CAGR	28.15%	N/A
Debt to Equity	-5.44%	N/A
P/S Ratio	5.23	N/A
P/B Ratio	6.54	N/A

Net Assets

USMC

$2.90B

Winner

ANGL

$3B

Expense Ratio

Winner

USMC

0.12%

ANGL

0.25%

Max Drawdown

USMC

29.97%

Winner

ANGL

29.58%

Sharpe Ratio

Winner

USMC

1.69

ANGL

1.34

5Y Beta

USMC

0.93

Winner

ANGL

0.26

P/E Ratio

USMC

28.59

ANGL

N/A

Forward P/E

USMC

21.57

ANGL

N/A

PEG Ratio

USMC

0.60

ANGL

N/A

5Y Dividends CAGR

USMC

-0.46%

Winner

ANGL

6.29%

5Y EPS CAGR

USMC

28.15%

ANGL

N/A

Debt to Equity

USMC

-5.44%

ANGL

N/A

P/S Ratio

USMC

5.23

ANGL

N/A

P/B Ratio

USMC

6.54

ANGL

N/A

USMC vs ANGL - Historical Returns

Returns include dividend reinvestment.

Period	USMC	ANGL
1 month	+8.36%	+0.64%
3 months	+5.97%	+0.32%
6 months	+6.79%	+2.86%
1 year	+26.37%	+10.04%
5 years(CAGR)	+14.58%	+3.47%
10 years(CAGR)	+14.98%	+6.50%
Max(CAGR)	+14.98%	+6.84%

Winner

USMC

+8.36%

ANGL

+0.64%

Winner

USMC

+5.97%

ANGL

+0.32%

Winner

USMC

+6.79%

ANGL

+2.86%

Winner

USMC

+26.37%

ANGL

+10.04%

5Y(CAGR)

Winner

USMC

+14.58%

ANGL

+3.47%

10Y(CAGR)

Winner

USMC

+14.98%

ANGL

+6.50%

Max(CAGR)

Winner

USMC

+14.98%

ANGL

+6.84%

USMC vs ANGL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	USMC	ANGL
2026	+6.25%	+1.38%
2025	+15.84%	+9.01%
2024	+30.19%	+6.39%
2023	+31.46%	+12.34%
2022	-17.74%	-14.00%
2021	+27.40%	+7.04%
2020	+14.89%	+12.97%
2019	+28.26%	+17.76%
2018	-2.42%	-5.75%
2017	+5.48%	+9.29%
2016	N/A	+25.20%
2015	N/A	-1.17%
2014	N/A	+2.98%
2013	N/A	+6.64%
2012	N/A	+11.85%

USMC vs ANGL Drawdown Comparison

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

The maximum drawdown for ANGL was -29.31%, occurring on Mar 19, 2020. Recovery took 108 trading sessions.

The current ANGL drawdown is -0.35%.

Rank	USMC	ANGL
#1	-29.97% Feb 19, 2020 - Aug 18, 2020	-29.31% Feb 14, 2020 - Jul 21, 2020
#2	-24.11% Dec 29, 2021 - Jul 3, 2023	-19.26% Nov 9, 2021 - Aug 16, 2024
#3	-19.12% Feb 13, 2025 - Jul 3, 2025	-13.10% Jun 1, 2015 - Apr 19, 2016
#4	-16.19% Oct 2, 2018 - Mar 21, 2019	-9.92% Apr 19, 2013 - Mar 3, 2014
#5	-11.01% Jan 29, 2018 - Aug 27, 2018	-8.78% Jan 24, 2018 - Feb 25, 2019
#6	-10.30% Oct 29, 2025 - Apr 17, 2026	-5.48% Mar 10, 2025 - Jun 3, 2025
#7	-9.27% Sep 2, 2020 - Dec 1, 2020	-5.45% Sep 4, 2014 - Feb 12, 2015
#8	-9.13% Jul 31, 2023 - Nov 20, 2023	-4.77% Oct 24, 2016 - Dec 13, 2016
#9	-8.38% Jul 10, 2024 - Aug 30, 2024	-4.05% Feb 19, 2026 - Mar 27, 2026
#10	-5.90% Apr 29, 2019 - Jun 18, 2019	-3.92% Sep 2, 2020 - Nov 4, 2020
#11	-5.58% Jul 26, 2019 - Oct 28, 2019	-3.70% Feb 12, 2021 - Jun 1, 2021
#12	-5.44% Mar 20, 2024 - May 15, 2024	-3.01% Apr 19, 2012 - Jun 21, 2012
#13	-5.22% Feb 17, 2021 - Mar 29, 2021	-2.57% Mar 1, 2017 - Apr 4, 2017
#14	-4.45% Dec 17, 2024 - Jan 23, 2025	-2.51% Jul 30, 2019 - Aug 29, 2019
#15	-4.32% Sep 3, 2021 - Oct 20, 2021	-2.44% May 6, 2019 - Jun 18, 2019

Correlation

Correlation between USMC and ANGL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

USMC vs ANGL dividend yield comparison.

Year	USMC	ANGL
2026	0.20%	2.16%
2025	0.79%	6.20%
2024	1.04%	6.29%
2023	1.35%	5.27%
2022	1.78%	4.72%
2021	1.53%	3.90%
2020	1.55%	4.67%
2019	2.01%	5.19%
2018	2.28%	5.99%
2017	0.24%	5.25%
2016	0.00%	5.34%
2015	0.00%	5.81%
2014	0.00%	6.80%
2013	0.00%	6.10%
2012	0.00%	4.74%