USMC vs IXC
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and iShares Global Energy ETF (IXC, ETF).
5-Year PerformanceIXC has outperformed USMC, delivering a return of +19.5% compared to +14.6%
USMC vs IXC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$2.90B
IXC
$2.90B
Expense Ratio
Winner
USMC
0.12%
IXC
0.40%
Max Drawdown
Winner
USMC
29.97%
IXC
76.12%
Sharpe Ratio
USMC
1.69
Winner
IXC
2.06
5Y Beta
USMC
0.93
Winner
IXC
0.51
P/E Ratio
USMC
28.59
Winner
IXC
19.77
Forward P/E
USMC
21.57
Winner
IXC
13.87
PEG Ratio
Winner
USMC
0.60
IXC
0.76
5Y Dividends CAGR
Winner
USMC
-0.46%
IXC
-0.65%
5Y EPS CAGR
USMC
28.15%
IXC
N/A
Debt to Equity
USMC
-5.44%
IXC
N/A
P/S Ratio
USMC
5.23
Winner
IXC
1.36
P/B Ratio
USMC
6.54
Winner
IXC
2.42
USMC vs IXC - Holdings Comparison
USMC and IXC have 2 common holdings. Overlap is 4.71%
USMC's top 25 holdings weight is 97.97%. IXC's top 25 holdings weight is 84.48%.
| Rank | USMC | IXC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.55% | EXXON MOBIL CORP (XOM) - 17.56% |
| #2 | APPLE INC (AAPL) - 6.61% | CHEVRON CORP (CVX) - 9.82% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.04% | SHELL PLC (n/a) - 7.10% |
| #4 | BROADCOM INC (AVGO) - 5.38% | TOTALENERGIES SE (TTE:XPAR) - 5.19% |
| #5 | MICROSOFT CORP (MSFT) - 5.27% | CONOCOPHILLIPS (COP) - 4.23% |
| #6 | JPMORGAN CHASE & CO (JPM) - 4.46% | BP PLC (n/a) - 3.45% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.45% | ENBRIDGE INC (n/a) - 3.25% |
| #8 | COSTCO WHOLESALE CORP (COST) - 4.23% | CANADIAN NATURAL RESOURCES LTD (n/a) - 2.66% |
| #9 | MASTERCARD INC CLASS A (MA) - 4.22% | WILLIAMS COMPANIES INC (WMB) - 2.48% |
| #10 | AMAZON.COM INC (AMZN) - 4.17% | SLB LTD (SLB) - 2.34% |
| #11 | VISA INC CLASS A (V) - 4.16% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 2.30% |
| #12 | NETFLIX INC (NFLX) - 4.12% | SUNCOR ENERGY INC (n/a) - 2.18% |
| #13 | MICRON TECHNOLOGY INC (MU) - 4.07% | VALERO ENERGY CORP (VLO) - 2.06% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.52% | EOG RESOURCES INC (EOG) - 2.05% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.15% | BAKER HUGHES CO CLASS A (BKR) - 1.92% |
| #16 | JOHNSON & JOHNSON (JNJ) - 3.05% | MARATHON PETROLEUM CORP (MPC) - 1.90% |
| #17 | PROCTER & GAMBLE CO (PG) - 2.97% | PHILLIPS 66 (PSX) - 1.87% |
| #18 | ABBVIE INC (ABBV) - 2.84% | TC ENERGY CORP (TRP) - 1.83% |
| #19 | GE AEROSPACE (GE) - 2.81% | KINDER MORGAN INC CLASS P (KMI) - 1.72% |
| #20 | CATERPILLAR INC (CAT) - 2.60% | ENI SPA (n/a) - 1.59% |
| #21 | CHEVRON CORP (CVX) - 2.38% | ONEOK INC (OKE) - 1.57% |
| #22 | WALMART INC (WMT) - 2.35% | CAMECO CORP (n/a) - 1.52% |
| #23 | EXXON MOBIL CORP (XOM) - 2.33% | TARGA RESOURCES CORP (TRGP) - 1.47% |
| #24 | TESLA INC (TSLA) - 2.20% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.25% |
| #25 | THE HOME DEPOT INC (HD) - 2.04% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.17% |
| Total Holdings | 27 | 63 |
USMC vs IXC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMC
+8.36%
IXC
-3.91%
3M
USMC
+5.97%
Winner
IXC
+7.26%
6M
USMC
+6.79%
Winner
IXC
+27.64%
1Y
USMC
+26.37%
Winner
IXC
+46.79%
5Y(CAGR)
USMC
+14.58%
Winner
IXC
+19.46%
10Y(CAGR)
Winner
USMC
+14.98%
IXC
+10.15%
Max(CAGR)
Winner
USMC
+14.98%
IXC
+8.33%
USMC vs IXC - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | USMC | IXC |
|---|---|---|
| 2026 | +6.25% | +23.86% |
| 2025 | +15.84% | +12.88% |
| 2024 | +30.19% | +1.20% |
| 2023 | +31.46% | +7.37% |
| 2022 | -17.74% | +44.60% |
| 2021 | +27.40% | +40.41% |
| 2020 | +14.89% | -31.49% |
| 2019 | +28.26% | +10.53% |
| 2018 | -2.42% | -16.17% |
| 2017 | +5.48% | +4.28% |
| 2016 | N/A | +28.34% |
| 2015 | N/A | -22.09% |
| 2014 | N/A | -10.58% |
| 2013 | N/A | +13.54% |
| 2012 | N/A | +0.31% |
| 2011 | N/A | -0.76% |
| 2010 | N/A | +8.40% |
| 2009 | N/A | +18.92% |
| 2008 | N/A | -37.05% |
| 2007 | N/A | +33.58% |
| 2006 | N/A | +16.60% |
| 2005 | N/A | +32.98% |
| 2004 | N/A | +25.83% |
| 2003 | N/A | +26.84% |
| 2002 | N/A | -4.39% |
| 2001 | N/A | +8.39% |
USMC vs IXC Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.
The current IXC drawdown is -8.93%.
| Rank | USMC | IXC |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -67.90% Jun 23, 2014 - Mar 25, 2022 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -55.80% May 21, 2008 - May 2, 2014 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -24.90% Jun 8, 2022 - Nov 15, 2022 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -24.11% Apr 2, 2002 - Dec 9, 2003 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -19.04% Apr 10, 2024 - Sep 24, 2025 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -16.46% Jan 3, 2008 - Apr 16, 2008 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -15.32% May 10, 2006 - Nov 29, 2006 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -15.18% Jan 26, 2023 - Sep 1, 2023 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -15.05% Sep 29, 2005 - Jan 17, 2006 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -14.64% Jul 19, 2007 - Sep 21, 2007 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -12.63% Mar 4, 2005 - Jun 17, 2005 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -11.11% Dec 14, 2006 - Apr 12, 2007 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -9.98% Sep 14, 2023 - Mar 15, 2024 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -9.66% Mar 27, 2026 - Apr 17, 2026 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -9.41% Nov 15, 2022 - Jan 26, 2023 |
Correlation
Correlation between USMC and IXC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2001 - 2026)
USMC vs IXC dividend yield comparison.
| Year | USMC | IXC |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 0.79% | 3.68% |
| 2024 | 1.04% | 4.56% |
| 2023 | 1.35% | 3.45% |
| 2022 | 1.78% | 4.76% |
| 2021 | 1.53% | 3.98% |
| 2020 | 1.55% | 4.86% |
| 2019 | 2.01% | 7.00% |
| 2018 | 2.28% | 3.51% |
| 2017 | 0.24% | 3.05% |
| 2016 | 0.00% | 2.86% |
| 2015 | 0.00% | 3.77% |
| 2014 | 0.00% | 3.02% |
| 2013 | 0.00% | 2.48% |
| 2012 | 0.00% | 2.55% |
| 2011 | 0.00% | 2.30% |
| 2010 | 0.00% | 1.84% |
| 2009 | 0.00% | 2.10% |
| 2008 | 0.00% | 2.69% |
| 2007 | 0.00% | 1.96% |
| 2006 | 0.00% | 1.62% |
| 2005 | 0.00% | 1.18% |
| 2004 | 0.00% | 1.74% |
| 2003 | 0.00% | 1.05% |
| 2002 | 0.00% | 1.99% |
| 2001 | 0.00% | 0.14% |
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