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 +20.9% compared to +15.5%
USMC vs FRDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.50B
FRDM
$3.50B
Expense Ratio
Winner
USMC
0.12%
FRDM
0.49%
Max Drawdown
Winner
USMC
29.97%
FRDM
40.49%
Sharpe Ratio
USMC
1.44
Winner
FRDM
2.57
5Y Beta
Winner
USMC
0.93
FRDM
1.02
P/E Ratio
USMC
29.08
FRDM
N/A
Forward P/E
USMC
20.96
FRDM
N/A
PEG Ratio
USMC
0.49
FRDM
N/A
5Y Dividends CAGR
USMC
-0.46%
Winner
FRDM
25.82%
5Y EPS CAGR
USMC
28.12%
FRDM
N/A
Debt to Equity
USMC
43.72%
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 97.88%. FRDM's top 25 holdings weight is 73.63%.
| Rank | USMC | FRDM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.83% | SAMSUNG ELECTRONICS CO LTD (n/a) - 13.09% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.02% | SK HYNIX INC (n/a) - 10.70% |
| #3 | APPLE INC (AAPL) - 6.93% | n/a (TSM) - 7.84% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 6.00% | MEDIATEK INC (n/a) - 5.95% |
| #5 | BROADCOM INC (AVGO) - 4.88% | DELTA ELECTRONICS INC (n/a) - 3.95% |
| #6 | MICROSOFT CORP (MSFT) - 4.75% | LATAM AIRLINES GROUP SA (n/a) - 3.28% |
| #7 | JPMORGAN CHASE & CO (JPM) - 4.31% | BANK POLSKA KASA OPIEKI SA (n/a) - 2.91% |
| #8 | VISA INC CLASS A (V) - 4.23% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.86% |
| #9 | COSTCO WHOLESALE CORP (COST) - 4.08% | VALE SA (n/a) - 2.73% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.96% | BANCO DE CHILE (n/a) - 2.61% |
| #11 | AMAZON.COM INC (AMZN) - 3.72% | FALABELLA SA (n/a) - 2.23% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.69% | LPP SA (n/a) - 1.70% |
| #13 | NETFLIX INC (NFLX) - 3.57% | MALAYAN BANKING BHD (n/a) - 1.69% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.55% | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.45% |
| #15 | ABBVIE INC (ABBV) - 3.14% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.31% |
| #16 | JOHNSON & JOHNSON (JNJ) - 3.11% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.15% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.11% | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.07% |
| #18 | GE AEROSPACE (GE) - 3.02% | SK SQUARE (n/a) - 0.98% |
| #19 | PROCTER & GAMBLE CO (PG) - 2.89% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.97% |
| #20 | CATERPILLAR INC (CAT) - 2.65% | PLAZA SA SHS (n/a) - 0.91% |
| #21 | ELI LILLY AND CO (LLY) - 2.48% | QUANTA COMPUTER INC (n/a) - 0.87% |
| #22 | CHEVRON CORP (CVX) - 2.34% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.86% |
| #23 | EXXON MOBIL CORP (XOM) - 2.27% | CENCOSUD SA (n/a) - 0.86% |
| #24 | TESLA INC (TSLA) - 2.18% | DINO POLSKA SA (n/a) - 0.84% |
| #25 | WALMART INC (WMT) - 2.17% | PUBLIC BANK BHD (n/a) - 0.82% |
| Total Holdings | 27 | 134 |
USMC vs FRDM - Historical Returns
Returns include dividend reinvestment.
1M
USMC
+1.87%
Winner
FRDM
+15.39%
3M
USMC
+13.53%
Winner
FRDM
+36.29%
6M
USMC
+9.27%
Winner
FRDM
+56.00%
1Y
USMC
+23.39%
Winner
FRDM
+100.11%
5Y(CAGR)
USMC
+15.51%
Winner
FRDM
+20.87%
10Y(CAGR)
USMC
+15.10%
FRDM
N/A
Max(CAGR)
USMC
+15.10%
Winner
FRDM
+19.76%
USMC vs FRDM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | USMC | FRDM |
|---|---|---|
| 2026 | +8.91% | +45.26% |
| 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 -0.73%.
| 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 | -16.86% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -15.43% Sep 26, 2024 - May 2, 2025 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -13.73% Jul 12, 2024 - Sep 26, 2024 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -10.78% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -10.39% Jul 1, 2019 - Nov 4, 2019 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -9.14% Dec 27, 2023 - Mar 7, 2024 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -8.54% Sep 3, 2021 - Jan 12, 2022 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -7.16% Apr 9, 2024 - May 9, 2024 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -6.75% Feb 16, 2021 - Jun 2, 2021 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -6.39% Nov 7, 2019 - Dec 16, 2019 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -6.26% Nov 3, 2025 - Dec 9, 2025 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -6.14% May 11, 2026 - May 26, 2026 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -5.80% Jan 21, 2021 - Feb 11, 2021 |
Correlation
Correlation between USMC and FRDM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2017 - 2026)
USMC vs FRDM dividend yield comparison.
| Year | USMC | FRDM |
|---|---|---|
| 2026 | 0.20% | 0.30% |
| 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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