USMC vs IBDR

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF).

5-Year PerformanceUSMC has outperformed IBDR, delivering a return of +14.4% compared to +1.5%

USMC vs IBDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMC(ETF)	IBDR(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.12%	0.10%
Max Drawdown	29.97%	16.31%
Sharpe Ratio	1.28	0.64
5Y Beta	0.92	0.01
P/E Ratio	28.03	N/A
Forward P/E	19.52	N/A
PEG Ratio	0.28	N/A
5Y Dividends CAGR	-0.94%	9.73%
5Y EPS CAGR	28.99%	N/A
Debt to Equity	44.58%	N/A
P/S Ratio	5.31	N/A
P/B Ratio	6.84	N/A

Net Assets

USMC

$3.50B

IBDR

$3.50B

Expense Ratio

USMC

0.12%

Winner

IBDR

0.10%

Max Drawdown

USMC

29.97%

Winner

IBDR

16.31%

Sharpe Ratio

Winner

USMC

1.28

IBDR

0.64

5Y Beta

USMC

0.92

Winner

IBDR

0.01

P/E Ratio

USMC

28.03

IBDR

N/A

Forward P/E

USMC

19.52

IBDR

N/A

PEG Ratio

USMC

0.28

IBDR

N/A

5Y Dividends CAGR

USMC

-0.94%

Winner

IBDR

9.73%

5Y EPS CAGR

USMC

28.99%

IBDR

N/A

Debt to Equity

USMC

44.58%

IBDR

N/A

P/S Ratio

USMC

5.31

IBDR

N/A

P/B Ratio

USMC

6.84

IBDR

N/A

USMC vs IBDR - Historical Returns

Returns include dividend reinvestment.

Period	USMC	IBDR
1 month	+1.05%	+0.25%
3 months	+8.97%	+0.95%
6 months	+10.10%	+1.77%
1 year	+20.43%	+4.28%
5 years(CAGR)	+14.43%	+1.52%
10 years(CAGR)	+15.12%	+2.98%
Max(CAGR)	+15.12%	+2.98%

Winner

USMC

+1.05%

IBDR

+0.25%

Winner

USMC

+8.97%

IBDR

+0.95%

Winner

USMC

+10.10%

IBDR

+1.77%

Winner

USMC

+20.43%

IBDR

+4.28%

5Y(CAGR)

Winner

USMC

+14.43%

IBDR

+1.52%

10Y(CAGR)

Winner

USMC

+15.12%

IBDR

+2.98%

Max(CAGR)

Winner

USMC

+15.12%

IBDR

+2.98%

USMC vs IBDR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	USMC	IBDR
2026	+10.16%	+1.86%
2025	+15.84%	+5.03%
2024	+30.19%	+5.25%
2023	+31.46%	+5.78%
2022	-17.74%	-7.96%
2021	+27.40%	-1.68%
2020	+14.89%	+9.14%
2019	+28.26%	+14.17%
2018	-2.42%	-2.45%
2017	+5.48%	+5.53%
2016	N/A	-3.34%

USMC vs IBDR Drawdown Comparison

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

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The current IBDR drawdown is -0.04%.

Rank	USMC	IBDR
#1	-29.97% Feb 19, 2020 - Aug 18, 2020	-16.06% Mar 4, 2020 - Jun 2, 2020
#2	-24.11% Dec 29, 2021 - Jul 3, 2023	-13.13% Dec 31, 2020 - Dec 6, 2024
#3	-19.12% Feb 13, 2025 - Jul 3, 2025	-6.23% Sep 26, 2016 - Aug 3, 2017
#4	-16.19% Oct 2, 2018 - Mar 21, 2019	-5.01% Sep 7, 2017 - Jan 31, 2019
#5	-11.01% Jan 29, 2018 - Aug 27, 2018	-2.03% Aug 28, 2019 - Oct 3, 2019
#6	-10.30% Oct 29, 2025 - Apr 17, 2026	-1.19% Oct 31, 2019 - Nov 26, 2019
#7	-9.27% Sep 2, 2020 - Dec 1, 2020	-1.19% Jul 3, 2019 - Aug 1, 2019
#8	-9.13% Jul 31, 2023 - Nov 20, 2023	-0.95% Aug 6, 2020 - Nov 4, 2020
#9	-8.38% Jul 10, 2024 - Aug 30, 2024	-0.86% Oct 3, 2019 - Oct 31, 2019
#10	-5.90% Apr 29, 2019 - Jun 18, 2019	-0.70% Feb 26, 2019 - Mar 7, 2019
#11	-5.58% Jul 26, 2019 - Oct 28, 2019	-0.67% Jun 16, 2020 - Jul 2, 2020
#12	-5.44% Mar 20, 2024 - May 15, 2024	-0.64% Jun 10, 2020 - Jun 15, 2020
#13	-5.22% Feb 17, 2021 - Mar 29, 2021	-0.62% Apr 10, 2019 - Apr 24, 2019
#14	-4.45% Dec 17, 2024 - Jan 23, 2025	-0.61% Aug 3, 2017 - Aug 23, 2017
#15	-4.32% Sep 3, 2021 - Oct 20, 2021	-0.57% Apr 26, 2019 - May 7, 2019

Correlation

Correlation between USMC and IBDR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2016 - 2026)

USMC vs IBDR dividend yield comparison.

Year	USMC	IBDR
2026	0.38%	2.01%
2025	0.79%	4.20%
2024	1.04%	4.13%
2023	1.35%	3.41%
2022	1.78%	2.44%
2021	1.53%	2.11%
2020	1.55%	2.61%
2019	2.01%	3.25%
2018	2.28%	3.56%
2017	0.24%	3.22%
2016	0.00%	0.86%