USMC vs BSCS
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS, ETF).
5-Year PerformanceUSMC has outperformed BSCS, delivering a return of +14.7% compared to +1.3%
USMC vs BSCS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.50B
BSCS
$3.50B
Expense Ratio
USMC
0.12%
Winner
BSCS
0.10%
Max Drawdown
USMC
29.97%
Winner
BSCS
20.35%
Sharpe Ratio
Winner
USMC
1.28
BSCS
0.47
5Y Beta
USMC
0.93
Winner
BSCS
0.03
P/E Ratio
USMC
28.90
BSCS
N/A
Forward P/E
USMC
20.98
BSCS
N/A
PEG Ratio
USMC
0.50
BSCS
N/A
5Y Dividends CAGR
USMC
-0.46%
Winner
BSCS
12.32%
5Y EPS CAGR
USMC
29.41%
BSCS
N/A
Debt to Equity
USMC
42.86%
BSCS
N/A
P/S Ratio
USMC
5.41
BSCS
N/A
P/B Ratio
USMC
6.95
BSCS
N/A
USMC vs BSCS - Holdings Comparison
USMC and BSCS have 1 common holdings. Overlap is 0.00%
USMC's top 25 holdings weight is 98.06%. BSCS's top 25 holdings weight is 16.25%.
| Rank | USMC | BSCS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.42% | n/a (n/a) - 1.64% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.82% | CVS HEALTH CORP 4.3% (n/a) - 1.18% |
| #3 | APPLE INC (AAPL) - 6.99% | AMGEN INC. 5.15% (n/a) - 0.90% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 6.08% | THE CIGNA GROUP 4.375% (n/a) - 0.90% |
| #5 | BROADCOM INC (AVGO) - 5.79% | SALESFORCE INC. 4.5% (n/a) - 0.83% |
| #6 | MICROSOFT CORP (MSFT) - 5.29% | RTX CORP. 4.125% (n/a) - 0.70% |
| #7 | VISA INC CLASS A (V) - 4.05% | n/a (n/a) - 0.64% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.97% | SPRINT CAPITAL CORPORATION 6.875% (n/a) - 0.62% |
| #9 | AMAZON.COM INC (AMZN) - 3.92% | n/a (n/a) - 0.61% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.85% | CITIBANK, N.A. 5.803% (n/a) - 0.61% |
| #11 | COSTCO WHOLESALE CORP (COST) - 3.76% | AMAZON.COM, INC. 3.9% (n/a) - 0.59% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.73% | APPLE INC. 1.2% (n/a) - 0.56% |
| #13 | NETFLIX INC (NFLX) - 3.59% | AMAZON.COM, INC. 3.85% (n/a) - 0.53% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.22% | n/a (n/a) - 0.52% |
| #15 | GE AEROSPACE (GE) - 2.95% | CENTENE CORP. 2.45% (n/a) - 0.52% |
| #16 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% | AMAZON.COM, INC. 1.65% (n/a) - 0.51% |
| #17 | ABBVIE INC (ABBV) - 2.86% | APPLE INC. 1.4% (n/a) - 0.51% |
| #18 | JOHNSON & JOHNSON (JNJ) - 2.80% | AT&T INC 1.65% (n/a) - 0.51% |
| #19 | PROCTER & GAMBLE CO (PG) - 2.61% | CITIGROUP INC. 4.125% (n/a) - 0.49% |
| #20 | CATERPILLAR INC (CAT) - 2.57% | HCA INC. 5.2% (n/a) - 0.48% |
| #21 | TESLA INC (TSLA) - 2.28% | n/a (n/a) - 0.48% |
| #22 | ELI LILLY AND CO (LLY) - 2.27% | n/a (n/a) - 0.48% |
| #23 | CHEVRON CORP (CVX) - 2.20% | BANK OF MONTREAL 5.717% (n/a) - 0.48% |
| #24 | EXXON MOBIL CORP (XOM) - 2.16% | ARES STRATEGIC INCOME FUND 5.7% (n/a) - 0.48% |
| #25 | WALMART INC (WMT) - 1.98% | THE CAMPBELLS CO. 4.15% (n/a) - 0.48% |
| Total Holdings | 28 | 411 |
USMC vs BSCS - Historical Returns
Returns include dividend reinvestment.
1M
USMC
+0.22%
Winner
BSCS
+0.37%
3M
Winner
USMC
+10.10%
BSCS
+0.90%
6M
Winner
USMC
+6.70%
BSCS
+1.32%
1Y
Winner
USMC
+19.32%
BSCS
+4.45%
5Y(CAGR)
Winner
USMC
+14.74%
BSCS
+1.26%
10Y(CAGR)
USMC
+14.89%
BSCS
N/A
Max(CAGR)
Winner
USMC
+14.89%
BSCS
+3.72%
USMC vs BSCS - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | USMC | BSCS |
|---|---|---|
| 2026 | +6.97% | +0.85% |
| 2025 | +15.84% | +6.93% |
| 2024 | +30.19% | +4.31% |
| 2023 | +31.46% | +7.23% |
| 2022 | -17.74% | -10.92% |
| 2021 | +27.40% | -1.72% |
| 2020 | +14.89% | +10.08% |
| 2019 | +28.26% | +15.10% |
| 2018 | -2.42% | -0.39% |
| 2017 | +5.48% | N/A |
USMC vs BSCS Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for BSCS was -18.40%, occurring on Mar 20, 2020. Recovery took 67 trading sessions.
The current USMC drawdown is -2.50%. The current BSCS drawdown is -0.02%.
| Rank | USMC | BSCS |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -18.40% Mar 4, 2020 - Jun 9, 2020 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -17.63% Aug 2, 2021 - Jun 4, 2025 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -4.47% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -2.88% Aug 22, 2018 - Jan 11, 2019 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -2.52% Aug 28, 2019 - Oct 4, 2019 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -1.54% Aug 6, 2020 - Nov 18, 2020 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -1.43% Oct 4, 2019 - Dec 3, 2019 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -1.11% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -1.09% Jun 10, 2020 - Jun 15, 2020 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -1.08% Feb 27, 2026 - May 29, 2026 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -0.92% Jun 17, 2020 - Jul 2, 2020 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -0.68% Dec 11, 2019 - Dec 27, 2019 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -0.63% Mar 27, 2019 - Apr 10, 2019 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -0.54% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -0.50% Apr 26, 2019 - May 7, 2019 |
Correlation
Correlation between USMC and BSCS is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2017 - 2026)
USMC vs BSCS dividend yield comparison.
| Year | USMC | BSCS |
|---|---|---|
| 2026 | 0.20% | 1.81% |
| 2025 | 0.79% | 4.46% |
| 2024 | 1.04% | 4.54% |
| 2023 | 1.35% | 3.90% |
| 2022 | 1.78% | 2.72% |
| 2021 | 1.53% | 2.13% |
| 2020 | 1.55% | 2.51% |
| 2019 | 2.01% | 3.04% |
| 2018 | 2.28% | 1.42% |
| 2017 | 0.24% | 0.00% |
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