USMC vs EWU

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF).

5-Year PerformanceUSMC has outperformed EWU, delivering a return of +14.6% compared to +12.2%

USMC vs EWU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMC(ETF)	EWU(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.12%	0.50%
Max Drawdown	29.97%	66.94%
Sharpe Ratio	1.30	1.29
5Y Beta	0.92	0.57
P/E Ratio	26.47	N/A
Forward P/E	18.39	N/A
PEG Ratio	0.22	N/A
5Y Dividends CAGR	-0.94%	12.27%
5Y EPS CAGR	29.76%	N/A
Debt to Equity	50.93%	N/A
P/S Ratio	5.27	N/A
P/B Ratio	6.72	N/A

Net Assets

USMC

$3.60B

Winner

EWU

$3.70B

Expense Ratio

Winner

USMC

0.12%

EWU

0.50%

Max Drawdown

Winner

USMC

29.97%

EWU

66.94%

Sharpe Ratio

Winner

USMC

1.30

EWU

1.29

5Y Beta

USMC

0.92

Winner

EWU

0.57

P/E Ratio

USMC

26.47

EWU

N/A

Forward P/E

USMC

18.39

EWU

N/A

PEG Ratio

USMC

0.22

EWU

N/A

5Y Dividends CAGR

USMC

-0.94%

Winner

EWU

12.27%

5Y EPS CAGR

USMC

29.76%

EWU

N/A

Debt to Equity

USMC

50.93%

EWU

N/A

P/S Ratio

USMC

5.27

EWU

N/A

P/B Ratio

USMC

6.72

EWU

N/A

USMC vs EWU - Historical Returns

Returns include dividend reinvestment.

Period	USMC	EWU
1 month	+2.91%	+3.20%
3 months	+6.86%	+6.64%
6 months	+12.87%	+5.21%
1 year	+21.86%	+24.23%
5 years(CAGR)	+14.55%	+12.22%
10 years(CAGR)	+15.28%	+8.61%
Max(CAGR)	+15.28%	+4.39%

USMC

+2.91%

Winner

EWU

+3.20%

Winner

USMC

+6.86%

EWU

+6.64%

Winner

USMC

+12.87%

EWU

+5.21%

USMC

+21.86%

Winner

EWU

+24.23%

5Y(CAGR)

Winner

USMC

+14.55%

EWU

+12.22%

10Y(CAGR)

Winner

USMC

+15.28%

EWU

+8.61%

Max(CAGR)

Winner

USMC

+15.28%

EWU

+4.39%

USMC vs EWU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USMC	EWU
2026	+12.56%	+10.98%
2025	+15.84%	+35.28%
2024	+30.19%	+7.79%
2023	+31.46%	+12.02%
2022	-17.74%	-5.49%
2021	+27.40%	+16.67%
2020	+14.89%	-11.93%
2019	+28.26%	+21.33%
2018	-2.42%	-15.06%
2017	+5.48%	+21.11%
2016	N/A	+0.39%
2015	N/A	-6.15%
2014	N/A	-6.45%
2013	N/A	+17.73%
2012	N/A	+12.01%
2011	N/A	-3.68%
2010	N/A	+8.10%
2009	N/A	+35.62%
2008	N/A	-46.01%
2007	N/A	+5.79%
2006	N/A	+26.45%
2005	N/A	+6.53%
2004	N/A	+18.42%
2003	N/A	+30.76%
2002	N/A	-15.16%
2001	N/A	-14.85%
2000	N/A	-15.37%
1999	N/A	+5.56%

USMC vs EWU Drawdown Comparison

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

The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.

The current USMC drawdown is -0.02%. The current EWU drawdown is -0.08%.

Rank	USMC	EWU
#1	-29.97% Feb 19, 2020 - Aug 18, 2020	-64.00% Oct 31, 2007 - Apr 30, 2014
#2	-24.11% Dec 29, 2021 - Jul 3, 2023	-46.84% Jan 3, 2000 - Mar 4, 2005
#3	-19.12% Feb 13, 2025 - Jul 3, 2025	-43.33% Jan 26, 2018 - May 7, 2021
#4	-16.19% Oct 2, 2018 - Mar 21, 2019	-29.36% Jul 3, 2014 - Jan 17, 2018
#5	-11.01% Jan 29, 2018 - Aug 27, 2018	-24.88% Feb 9, 2022 - Apr 13, 2023
#6	-10.30% Oct 29, 2025 - Apr 17, 2026	-13.36% Jul 12, 2007 - Oct 11, 2007
#7	-9.27% Sep 2, 2020 - Dec 1, 2020	-12.67% May 9, 2006 - Sep 1, 2006
#8	-9.13% Jul 31, 2023 - Nov 20, 2023	-12.63% Mar 19, 2025 - Apr 28, 2025
#9	-8.38% Jul 10, 2024 - Aug 30, 2024	-10.04% Jul 26, 2023 - Dec 22, 2023
#10	-5.90% Apr 29, 2019 - Jun 18, 2019	-9.92% Feb 27, 2026 - Jul 30, 2026
#11	-5.58% Jul 26, 2019 - Oct 28, 2019	-9.56% Sep 27, 2024 - Feb 28, 2025
#12	-5.44% Mar 20, 2024 - May 15, 2024	-8.43% Sep 6, 2005 - Jan 3, 2006
#13	-5.22% Feb 17, 2021 - Mar 29, 2021	-8.09% Feb 26, 2007 - Mar 21, 2007
#14	-4.45% Dec 17, 2024 - Jan 23, 2025	-7.06% Jun 15, 2021 - Oct 20, 2021
#15	-4.32% Sep 3, 2021 - Oct 20, 2021	-6.41% Mar 4, 2005 - Aug 11, 2005

Correlation

Correlation between USMC and EWU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

USMC vs EWU dividend yield comparison.

Year	USMC	EWU
2026	0.37%	1.37%
2025	0.79%	3.73%
2024	1.04%	4.16%
2023	1.35%	4.14%
2022	1.78%	3.43%
2021	1.53%	4.35%
2020	1.55%	2.48%
2019	2.01%	4.13%
2018	2.28%	4.98%
2017	0.24%	3.91%
2016	0.00%	3.97%
2015	0.00%	4.11%
2014	0.00%	7.59%
2013	0.00%	2.39%
2012	0.00%	3.57%
2011	0.00%	3.30%
2010	0.00%	2.43%
2009	0.00%	2.59%
2008	0.00%	6.61%
2007	0.00%	3.50%
2006	0.00%	3.47%
2005	0.00%	3.11%
2004	0.00%	1.91%
2003	0.00%	3.05%
2002	0.00%	2.33%
2001	0.00%	3.25%
2000	0.00%	5.35%
1999	0.00%	1.85%