USMC vs FRDM
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF).
5-Year PerformanceFRDM has outperformed USMC, delivering a return of +17.6% compared to +14.6%
USMC vs FRDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.60B
FRDM
$3.60B
Expense Ratio
Winner
USMC
0.12%
FRDM
0.49%
Max Drawdown
Winner
USMC
29.97%
FRDM
40.49%
Sharpe Ratio
USMC
1.30
Winner
FRDM
1.68
5Y Beta
Winner
USMC
0.92
FRDM
1.05
P/E Ratio
USMC
26.47
FRDM
N/A
Forward P/E
USMC
18.39
FRDM
N/A
PEG Ratio
USMC
0.22
FRDM
N/A
5Y Dividends CAGR
USMC
-0.94%
Winner
FRDM
28.76%
5Y EPS CAGR
USMC
29.76%
FRDM
N/A
Debt to Equity
USMC
50.93%
FRDM
N/A
P/S Ratio
USMC
5.27
FRDM
N/A
P/B Ratio
USMC
6.72
FRDM
N/A
USMC vs FRDM - Holdings Comparison
USMC and FRDM have 0 common holdings. Overlap is 0.00%
USMC's top 25 holdings weight is 98.04%. FRDM's top 25 holdings weight is 71.49%.
| Rank | USMC | FRDM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.78% | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.55% |
| #2 | APPLE INC (AAPL) - 7.48% | SK HYNIX INC (n/a) - 9.95% |
| #3 | MICRON TECHNOLOGY INC (MU) - 7.33% | n/a (TSM) - 8.09% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.61% | MEDIATEK INC (n/a) - 5.04% |
| #5 | BROADCOM INC (AVGO) - 4.86% | LATAM AIRLINES GROUP SA (n/a) - 3.77% |
| #6 | JPMORGAN CHASE & CO (JPM) - 4.62% | DELTA ELECTRONICS INC (n/a) - 3.14% |
| #7 | MICROSOFT CORP (MSFT) - 4.57% | BANK POLSKA KASA OPIEKI SA (n/a) - 3.03% |
| #8 | VISA INC CLASS A (V) - 4.47% | BANCO DE CHILE (n/a) - 2.93% |
| #9 | MASTERCARD INC CLASS A (MA) - 4.19% | VALE SA (n/a) - 2.77% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.99% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.51% |
| #11 | BANK OF AMERICA CORP (BAC) - 3.83% | FALABELLA SA (n/a) - 2.38% |
| #12 | AMAZON.COM INC (AMZN) - 3.72% | MALAYAN BANKING BHD (n/a) - 1.84% |
| #13 | COSTCO WHOLESALE CORP (COST) - 3.70% | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.65% |
| #14 | ABBVIE INC (ABBV) - 3.44% | LPP SA (n/a) - 1.55% |
| #15 | JOHNSON & JOHNSON (JNJ) - 3.14% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.53% |
| #16 | GE AEROSPACE (GE) - 3.10% | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.35% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.02% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.19% |
| #18 | NETFLIX INC (NFLX) - 2.87% | SK SQUARE (n/a) - 0.98% |
| #19 | PROCTER & GAMBLE CO (PG) - 2.76% | PLAZA SA SHS (n/a) - 0.98% |
| #20 | CATERPILLAR INC (CAT) - 2.64% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.94% |
| #21 | ELI LILLY AND CO (LLY) - 2.46% | QUANTA COMPUTER INC (n/a) - 0.92% |
| #22 | CHEVRON CORP (CVX) - 2.26% | PUBLIC BANK BHD (n/a) - 0.91% |
| #23 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.20% | CENCOSUD SA (n/a) - 0.87% |
| #24 | TESLA INC (TSLA) - 2.08% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.82% |
| #25 | THE HOME DEPOT INC (HD) - 1.92% | DINO POLSKA SA (n/a) - 0.80% |
| Total Holdings | 27 | 133 |
USMC vs FRDM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMC
+2.91%
FRDM
-2.87%
3M
Winner
USMC
+6.86%
FRDM
-0.20%
6M
USMC
+12.87%
Winner
FRDM
+14.05%
1Y
USMC
+21.86%
Winner
FRDM
+63.75%
5Y(CAGR)
USMC
+14.55%
Winner
FRDM
+17.64%
10Y(CAGR)
USMC
+15.28%
FRDM
N/A
Max(CAGR)
USMC
+15.28%
Winner
FRDM
+17.25%
USMC vs FRDM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | USMC | FRDM |
|---|---|---|
| 2026 | +12.56% | +27.86% |
| 2025 | +15.84% | +60.85% |
| 2024 | +30.19% | +3.76% |
| 2023 | +31.46% | +24.18% |
| 2022 | -17.74% | -15.18% |
| 2021 | +27.40% | +4.26% |
| 2020 | +14.89% | +15.00% |
| 2019 | +28.26% | +12.33% |
| 2018 | -2.42% | N/A |
| 2017 | +5.48% | N/A |
USMC vs FRDM Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current USMC drawdown is -0.02%. The current FRDM drawdown is -12.09%.
| Rank | USMC | FRDM |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -40.49% Jan 13, 2020 - Nov 11, 2020 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -29.25% Jan 12, 2022 - Dec 27, 2023 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -19.24% Jun 22, 2026 - Jul 29, 2026 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -16.86% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -15.43% Sep 26, 2024 - May 2, 2025 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -13.73% Jul 12, 2024 - Sep 26, 2024 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -10.78% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -10.39% Jul 1, 2019 - Nov 4, 2019 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -9.14% Dec 27, 2023 - Mar 7, 2024 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -8.54% Sep 3, 2021 - Jan 12, 2022 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -7.16% Apr 9, 2024 - May 9, 2024 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -6.75% Feb 16, 2021 - Jun 2, 2021 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -6.39% Nov 7, 2019 - Dec 16, 2019 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -6.26% Nov 3, 2025 - Dec 9, 2025 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -6.14% May 11, 2026 - May 26, 2026 |
Correlation
Correlation between USMC and FRDM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2026)
USMC vs FRDM dividend yield comparison.
| Year | USMC | FRDM |
|---|---|---|
| 2026 | 0.37% | 0.84% |
| 2025 | 0.79% | 2.26% |
| 2024 | 1.04% | 2.53% |
| 2023 | 1.35% | 2.66% |
| 2022 | 1.78% | 2.72% |
| 2021 | 1.53% | 2.17% |
| 2020 | 1.55% | 1.11% |
| 2019 | 2.01% | 1.07% |
| 2018 | 2.28% | 0.00% |
| 2017 | 0.24% | 0.00% |
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