USMC vs DFGR
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).
USMC vs DFGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.50B
Winner
DFGR
$3.60B
Expense Ratio
Winner
USMC
0.12%
DFGR
0.22%
Max Drawdown
USMC
29.97%
Winner
DFGR
22.52%
Sharpe Ratio
Winner
USMC
1.44
DFGR
0.64
5Y Beta
USMC
0.93
Winner
DFGR
0.46
P/E Ratio
Winner
USMC
29.08
DFGR
40.84
Forward P/E
Winner
USMC
20.96
DFGR
37.37
PEG Ratio
USMC
0.49
DFGR
N/A
5Y Dividends CAGR
USMC
-0.46%
DFGR
N/A
5Y EPS CAGR
Winner
USMC
28.12%
DFGR
6.66%
Debt to Equity
Winner
USMC
43.72%
DFGR
46.59%
USMC vs DFGR - Holdings Comparison
USMC and DFGR have 0 common holdings. Overlap is 0.00%
USMC's top 25 holdings weight is 97.88%. DFGR's top 25 holdings weight is 55.85%.
| Rank | USMC | DFGR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.83% | WELLTOWER INC (WELL) - 7.40% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.02% | PROLOGIS INC (PLD) - 6.98% |
| #3 | APPLE INC (AAPL) - 6.93% | EQUINIX INC (EQIX) - 5.30% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 6.00% | AMERICAN TOWER CORP (AMT) - 4.52% |
| #5 | BROADCOM INC (AVGO) - 4.88% | SIMON PROPERTY GROUP INC (SPG) - 3.50% |
| #6 | MICROSOFT CORP (MSFT) - 4.75% | DIGITAL REALTY TRUST INC (DLR) - 3.29% |
| #7 | JPMORGAN CHASE & CO (JPM) - 4.31% | REALTY INCOME CORP (O) - 2.90% |
| #8 | VISA INC CLASS A (V) - 4.23% | PUBLIC STORAGE (PSA) - 2.59% |
| #9 | COSTCO WHOLESALE CORP (COST) - 4.08% | GOODMAN GROUP (n/a) - 2.33% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.96% | CROWN CASTLE INC (CCI) - 2.05% |
| #11 | AMAZON.COM INC (AMZN) - 3.72% | VENTAS INC (VTR) - 2.03% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.69% | IRON MOUNTAIN INC (IRM) - 1.90% |
| #13 | NETFLIX INC (NFLX) - 3.57% | EXTRA SPACE STORAGE INC (EXR) - 1.58% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.55% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.54% |
| #15 | ABBVIE INC (ABBV) - 3.14% | AVALONBAY COMMUNITIES INC (AVB) - 1.32% |
| #16 | JOHNSON & JOHNSON (JNJ) - 3.11% | EQUITY RESIDENTIAL (EQR) - 1.23% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.11% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.10% |
| #18 | GE AEROSPACE (GE) - 3.02% | ESSEX PROPERTY TRUST INC (ESS) - 0.93% |
| #19 | PROCTER & GAMBLE CO (PG) - 2.89% | INVITATION HOMES INC (INVH) - 0.86% |
| #20 | CATERPILLAR INC (CAT) - 2.65% | KIMCO REALTY CORP (KIM) - 0.86% |
| #21 | ELI LILLY AND CO (LLY) - 2.48% | REXFORD INDUSTRIAL REALTY INC (REXR) - 0.34% |
| #22 | CHEVRON CORP (CVX) - 2.34% | HEALTHCARE REALTY TRUST INC (HR) - 0.34% |
| #23 | EXXON MOBIL CORP (XOM) - 2.27% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.32% |
| #24 | TESLA INC (TSLA) - 2.18% | NIPPON BUILDING FUND INC (n/a) - 0.32% |
| #25 | WALMART INC (WMT) - 2.17% | MACERICH CO (MAC) - 0.32% |
| Total Holdings | 27 | 398 |
USMC vs DFGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMC
+1.87%
DFGR
+0.42%
3M
Winner
USMC
+13.53%
DFGR
+5.07%
6M
USMC
+9.27%
Winner
DFGR
+9.84%
1Y
Winner
USMC
+23.39%
DFGR
+11.00%
5Y(CAGR)
USMC
+15.51%
DFGR
N/A
10Y(CAGR)
USMC
+15.10%
DFGR
N/A
Max(CAGR)
Winner
USMC
+15.10%
DFGR
+7.57%
USMC vs DFGR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | USMC | DFGR |
|---|---|---|
| 2026 | +8.91% | +8.72% |
| 2025 | +15.84% | +8.30% |
| 2024 | +30.19% | +1.46% |
| 2023 | +31.46% | +9.39% |
| 2022 | -17.74% | -1.24% |
| 2021 | +27.40% | N/A |
| 2020 | +14.89% | N/A |
| 2019 | +28.26% | N/A |
| 2018 | -2.42% | N/A |
| 2017 | +5.48% | N/A |
USMC vs DFGR Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The current USMC drawdown is -0.73%. The current DFGR drawdown is -2.75%.
| Rank | USMC | DFGR |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -21.27% Feb 2, 2023 - Jul 16, 2024 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -17.56% Sep 16, 2024 - Feb 6, 2026 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -9.15% Feb 17, 2026 - Apr 17, 2026 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -5.27% Dec 13, 2022 - Jan 11, 2023 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -3.02% May 6, 2026 - Jun 11, 2026 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -2.80% Aug 2, 2024 - Aug 9, 2024 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -2.75% Jun 12, 2026 - Jun 18, 2026 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -2.59% Jul 17, 2024 - Jul 30, 2024 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -1.65% Jan 12, 2023 - Jan 24, 2023 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -0.94% Jan 27, 2023 - Jan 31, 2023 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -0.60% Aug 9, 2024 - Aug 13, 2024 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -0.53% Aug 27, 2024 - Aug 30, 2024 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -0.21% Aug 30, 2024 - Sep 4, 2024 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -0.11% Aug 14, 2024 - Aug 19, 2024 |
Correlation
Correlation between USMC and DFGR is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2017 - 2026)
USMC vs DFGR dividend yield comparison.
| Year | USMC | DFGR |
|---|---|---|
| 2026 | 0.20% | 0.35% |
| 2025 | 0.79% | 4.05% |
| 2024 | 1.04% | 3.73% |
| 2023 | 1.35% | 2.77% |
| 2022 | 1.78% | 0.59% |
| 2021 | 1.53% | 0.00% |
| 2020 | 1.55% | 0.00% |
| 2019 | 2.01% | 0.00% |
| 2018 | 2.28% | 0.00% |
| 2017 | 0.24% | 0.00% |
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