USMC vs GSY
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and INVESCO ULTRA SHORT DURATION ETF (GSY, ETF).
5-Year PerformanceUSMC has outperformed GSY, delivering a return of +14.6% compared to +3.8%
USMC vs GSY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USMC vs GSY - Historical Returns
Returns include dividend reinvestment.
USMC vs GSY - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | USMC | GSY |
|---|---|---|
| 2026 | +12.56% | +2.29% |
| 2025 | +15.84% | +4.98% |
| 2024 | +30.19% | +6.00% |
| 2023 | +31.46% | +6.03% |
| 2022 | -17.74% | +0.05% |
| 2021 | +27.40% | +0.03% |
| 2020 | +14.89% | +1.90% |
| 2019 | +28.26% | +3.34% |
| 2018 | -2.42% | +2.16% |
| 2017 | +5.48% | +1.88% |
| 2016 | N/A | +1.81% |
| 2015 | N/A | +1.00% |
| 2014 | N/A | +0.76% |
| 2013 | N/A | +1.37% |
| 2012 | N/A | +1.53% |
| 2011 | N/A | +0.09% |
| 2010 | N/A | -0.15% |
| 2009 | N/A | +0.06% |
| 2008 | N/A | +1.62% |
USMC vs GSY Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.
The current USMC drawdown is -0.02%.
| Rank | USMC | GSY |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -12.14% Dec 3, 2008 - Jun 30, 2017 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -5.25% Mar 5, 2020 - May 27, 2020 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -3.29% Nov 20, 2008 - Dec 3, 2008 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -1.48% Sep 15, 2021 - Jan 9, 2023 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -0.90% Aug 25, 2008 - Sep 24, 2008 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -0.80% Sep 24, 2008 - Oct 30, 2008 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -0.56% Apr 24, 2008 - May 8, 2008 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -0.30% May 8, 2008 - May 14, 2008 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -0.26% Jul 25, 2008 - Aug 25, 2008 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -0.20% Mar 25, 2008 - Apr 24, 2008 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -0.18% Feb 12, 2008 - Feb 28, 2008 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -0.18% May 23, 2008 - Jun 24, 2008 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -0.18% Jun 24, 2008 - Jul 25, 2008 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -0.18% Apr 3, 2025 - Apr 17, 2025 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -0.16% Mar 24, 2023 - Apr 3, 2023 |
Correlation
Correlation between USMC and GSY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
USMC vs GSY dividend yield comparison.
| Year | USMC | GSY |
|---|---|---|
| 2026 | 0.37% | 2.43% |
| 2025 | 0.79% | 4.56% |
| 2024 | 1.04% | 5.31% |
| 2023 | 1.35% | 4.95% |
| 2022 | 1.78% | 1.70% |
| 2021 | 1.53% | 0.58% |
| 2020 | 1.55% | 1.45% |
| 2019 | 2.01% | 2.71% |
| 2018 | 2.28% | 2.30% |
| 2017 | 0.24% | 1.80% |
| 2016 | 0.00% | 1.21% |
| 2015 | 0.00% | 1.17% |
| 2014 | 0.00% | 1.29% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 0.72% |
| 2011 | 0.00% | 0.32% |
| 2010 | 0.00% | 0.01% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 1.81% |
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