USMC vs IWX
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceUSMC has outperformed IWX, delivering a return of +14.7% compared to +11.5%
USMC vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.50B
IWX
$3.50B
Expense Ratio
Winner
USMC
0.12%
IWX
0.20%
Max Drawdown
Winner
USMC
29.97%
IWX
35.76%
Sharpe Ratio
USMC
1.28
Winner
IWX
2.16
5Y Beta
USMC
0.93
Winner
IWX
0.68
P/E Ratio
USMC
28.90
Winner
IWX
22.95
Forward P/E
USMC
20.98
Winner
IWX
17.72
PEG Ratio
USMC
0.50
Winner
IWX
0.47
5Y Dividends CAGR
USMC
-0.46%
Winner
IWX
8.28%
5Y EPS CAGR
Winner
USMC
29.41%
IWX
14.90%
Debt to Equity
USMC
42.86%
Winner
IWX
-3.35%
P/S Ratio
USMC
5.41
Winner
IWX
2.90
P/B Ratio
USMC
6.95
Winner
IWX
3.62
USMC vs IWX - Holdings Comparison
USMC and IWX have 15 common holdings. Overlap is 31.54%
USMC's top 25 holdings weight is 98.06%. IWX's top 25 holdings weight is 50.89%.
| Rank | USMC | IWX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.42% | MICRON TECHNOLOGY INC (MU) - 5.05% |
| #2 | MICRON TECHNOLOGY INC (MU) - 7.82% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.79% |
| #3 | APPLE INC (AAPL) - 6.99% | JPMORGAN CHASE & CO (JPM) - 3.52% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 6.08% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #5 | BROADCOM INC (AVGO) - 5.79% | AMAZON.COM INC (AMZN) - 3.01% |
| #6 | MICROSOFT CORP (MSFT) - 5.29% | EXXON MOBIL CORP (XOM) - 2.76% |
| #7 | VISA INC CLASS A (V) - 4.05% | ALPHABET INC CLASS C (GOOG) - 2.73% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.97% | JOHNSON & JOHNSON (JNJ) - 2.35% |
| #9 | AMAZON.COM INC (AMZN) - 3.92% | CISCO SYSTEMS INC (CSCO) - 2.11% |
| #10 | MASTERCARD INC CLASS A (MA) - 3.85% | INTEL CORP (INTC) - 2.11% |
| #11 | COSTCO WHOLESALE CORP (COST) - 3.76% | WALMART INC (WMT) - 1.96% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.73% | CATERPILLAR INC (CAT) - 1.54% |
| #13 | NETFLIX INC (NFLX) - 3.59% | CHEVRON CORP (CVX) - 1.52% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.22% | UNITEDHEALTH GROUP INC (UNH) - 1.51% |
| #15 | GE AEROSPACE (GE) - 2.95% | ADVANCED MICRO DEVICES INC (AMD) - 1.49% |
| #16 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.90% | PROCTER & GAMBLE CO (PG) - 1.44% |
| #17 | ABBVIE INC (ABBV) - 2.86% | BANK OF AMERICA CORP (BAC) - 1.36% |
| #18 | JOHNSON & JOHNSON (JNJ) - 2.80% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30% |
| #19 | PROCTER & GAMBLE CO (PG) - 2.61% | THE GOLDMAN SACHS GROUP INC (GS) - 1.27% |
| #20 | CATERPILLAR INC (CAT) - 2.57% | MERCK & CO INC (MRK) - 1.25% |
| #21 | TESLA INC (TSLA) - 2.28% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.18% |
| #22 | ELI LILLY AND CO (LLY) - 2.27% | APPLIED MATERIALS INC (AMAT) - 1.14% |
| #23 | CHEVRON CORP (CVX) - 2.20% | MORGAN STANLEY (MS) - 1.05% |
| #24 | EXXON MOBIL CORP (XOM) - 2.16% | WELLS FARGO & CO (WFC) - 1.04% |
| #25 | WALMART INC (WMT) - 1.98% | LINDE PLC (LIN) - 1.02% |
| Total Holdings | 28 | 158 |
USMC vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
USMC
+0.22%
Winner
IWX
+3.27%
3M
USMC
+10.10%
Winner
IWX
+13.25%
6M
USMC
+6.70%
Winner
IWX
+15.35%
1Y
USMC
+19.32%
Winner
IWX
+28.99%
5Y(CAGR)
Winner
USMC
+14.74%
IWX
+11.50%
10Y(CAGR)
Winner
USMC
+14.89%
IWX
+11.84%
Max(CAGR)
Winner
USMC
+14.89%
IWX
+11.48%
USMC vs IWX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | USMC | IWX |
|---|---|---|
| 2026 | +6.97% | +14.30% |
| 2025 | +15.84% | +18.35% |
| 2024 | +30.19% | +14.15% |
| 2023 | +31.46% | +10.40% |
| 2022 | -17.74% | -5.80% |
| 2021 | +27.40% | +24.62% |
| 2020 | +14.89% | +0.74% |
| 2019 | +28.26% | +25.79% |
| 2018 | -2.42% | -6.69% |
| 2017 | +5.48% | +13.11% |
| 2016 | N/A | +17.63% |
| 2015 | N/A | -3.41% |
| 2014 | N/A | +14.05% |
| 2013 | N/A | +28.53% |
| 2012 | N/A | +14.33% |
| 2011 | N/A | +0.04% |
| 2010 | N/A | +10.63% |
| 2009 | N/A | +3.66% |
USMC vs IWX Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current USMC drawdown is -2.50%.
| Rank | USMC | IWX |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between USMC and IWX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2009 - 2026)
USMC vs IWX dividend yield comparison.
| Year | USMC | IWX |
|---|---|---|
| 2026 | 0.20% | 0.35% |
| 2025 | 0.79% | 1.59% |
| 2024 | 1.04% | 1.97% |
| 2023 | 1.35% | 2.13% |
| 2022 | 1.78% | 2.07% |
| 2021 | 1.53% | 1.79% |
| 2020 | 1.55% | 2.12% |
| 2019 | 2.01% | 2.60% |
| 2018 | 2.28% | 2.66% |
| 2017 | 0.24% | 2.12% |
| 2016 | 0.00% | 2.22% |
| 2015 | 0.00% | 2.77% |
| 2014 | 0.00% | 2.19% |
| 2013 | 0.00% | 1.89% |
| 2012 | 0.00% | 2.71% |
| 2011 | 0.00% | 2.58% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 0.56% |
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