USMC vs AOR

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).

5-Year PerformanceUSMC has outperformed AOR, delivering a return of +14.7% compared to +6.8%

USMC vs AOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMC(ETF)	AOR(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.12%	0.15%
Max Drawdown	29.97%	24.96%
Sharpe Ratio	1.28	1.45
5Y Beta	0.93	0.55
P/E Ratio	28.90	N/A
Forward P/E	20.98	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	-0.46%	14.76%
5Y EPS CAGR	29.41%	N/A
Debt to Equity	42.86%	N/A
P/S Ratio	5.41	N/A
P/B Ratio	6.95	N/A

Net Assets

USMC

$3.50B

Winner

AOR

$3.60B

Expense Ratio

Winner

USMC

0.12%

AOR

0.15%

Max Drawdown

USMC

29.97%

Winner

AOR

24.96%

Sharpe Ratio

USMC

1.28

Winner

AOR

1.45

5Y Beta

USMC

0.93

Winner

AOR

0.55

P/E Ratio

USMC

28.90

AOR

N/A

Forward P/E

USMC

20.98

AOR

N/A

PEG Ratio

USMC

0.50

AOR

N/A

5Y Dividends CAGR

USMC

-0.46%

Winner

AOR

14.76%

5Y EPS CAGR

USMC

29.41%

AOR

N/A

Debt to Equity

USMC

42.86%

AOR

N/A

P/S Ratio

USMC

5.41

AOR

N/A

P/B Ratio

USMC

6.95

AOR

N/A

USMC vs AOR - Historical Returns

Returns include dividend reinvestment.

Period	USMC	AOR
1 month	+0.22%	+0.89%
3 months	+10.10%	+7.08%
6 months	+6.70%	+7.42%
1 year	+19.32%	+17.08%
5 years(CAGR)	+14.74%	+6.78%
10 years(CAGR)	+14.89%	+8.47%
Max(CAGR)	+14.89%	+8.74%

USMC

+0.22%

Winner

AOR

+0.89%

Winner

USMC

+10.10%

AOR

+7.08%

USMC

+6.70%

Winner

AOR

+7.42%

Winner

USMC

+19.32%

AOR

+17.08%

5Y(CAGR)

Winner

USMC

+14.74%

AOR

+6.78%

10Y(CAGR)

Winner

USMC

+14.89%

AOR

+8.47%

Max(CAGR)

Winner

USMC

+14.89%

AOR

+8.74%

USMC vs AOR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	USMC	AOR
2026	+6.97%	+6.37%
2025	+15.84%	+16.68%
2024	+30.19%	+11.47%
2023	+31.46%	+14.90%
2022	-17.74%	-15.79%
2021	+27.40%	+11.46%
2020	+14.89%	+10.74%
2019	+28.26%	+18.94%
2018	-2.42%	-6.24%
2017	+5.48%	+15.49%
2016	N/A	+7.82%
2015	N/A	-1.02%
2014	N/A	+7.24%
2013	N/A	+14.07%
2012	N/A	+10.41%
2011	N/A	+0.52%
2010	N/A	+9.79%
2009	N/A	+17.43%
2008	N/A	+4.43%

USMC vs AOR Drawdown Comparison

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

The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.

The current USMC drawdown is -2.50%. The current AOR drawdown is -1.05%.

Rank	USMC	AOR
#1	-29.97% Feb 19, 2020 - Aug 18, 2020	-24.44% Nov 28, 2008 - Aug 13, 2009
#2	-24.11% Dec 29, 2021 - Jul 3, 2023	-22.95% Feb 12, 2020 - Aug 5, 2020
#3	-19.12% Feb 13, 2025 - Jul 3, 2025	-21.73% Nov 8, 2021 - Mar 1, 2024
#4	-16.19% Oct 2, 2018 - Mar 21, 2019	-13.45% Nov 13, 2008 - Nov 28, 2008
#5	-11.01% Jan 29, 2018 - Aug 27, 2018	-12.62% Apr 29, 2011 - Feb 3, 2012
#6	-10.30% Oct 29, 2025 - Apr 17, 2026	-12.28% Jan 26, 2018 - Apr 30, 2019
#7	-9.27% Sep 2, 2020 - Dec 1, 2020	-11.29% May 21, 2015 - Jul 27, 2016
#8	-9.13% Jul 31, 2023 - Nov 20, 2023	-9.77% Feb 18, 2025 - May 15, 2025
#9	-8.38% Jul 10, 2024 - Aug 30, 2024	-8.82% Apr 23, 2010 - Oct 5, 2010
#10	-5.90% Apr 29, 2019 - Jun 18, 2019	-6.64% Feb 25, 2026 - Apr 17, 2026
#11	-5.58% Jul 26, 2019 - Oct 28, 2019	-6.24% Apr 2, 2012 - Aug 16, 2012
#12	-5.44% Mar 20, 2024 - May 15, 2024	-6.06% Jan 14, 2010 - Mar 16, 2010
#13	-5.22% Feb 17, 2021 - Mar 29, 2021	-5.97% May 21, 2013 - Aug 2, 2013
#14	-4.45% Dec 17, 2024 - Jan 23, 2025	-5.32% Sep 5, 2014 - Nov 21, 2014
#15	-4.32% Sep 3, 2021 - Oct 20, 2021	-5.11% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between USMC and AOR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2008 - 2026)

USMC vs AOR dividend yield comparison.

Year	USMC	AOR
2026	0.20%	0.45%
2025	0.79%	2.54%
2024	1.04%	2.66%
2023	1.35%	2.50%
2022	1.78%	2.12%
2021	1.53%	1.64%
2020	1.55%	1.89%
2019	2.01%	2.56%
2018	2.28%	2.49%
2017	0.24%	4.51%
2016	0.00%	2.16%
2015	0.00%	2.12%
2014	0.00%	2.11%
2013	0.00%	1.92%
2012	0.00%	2.08%
2011	0.00%	2.42%
2010	0.00%	1.84%
2009	0.00%	2.07%
2008	0.00%	0.68%