USMC vs LRGF
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and ISHARES U.S. EQUITY FACTOR ETF (LRGF, ETF).
5-Year PerformanceUSMC has outperformed LRGF, delivering a return of +14.6% compared to +13.0%
USMC vs LRGF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$2.90B
LRGF
$2.90B
Expense Ratio
USMC
0.12%
Winner
LRGF
0.08%
Max Drawdown
Winner
USMC
29.97%
LRGF
36.03%
Sharpe Ratio
USMC
1.69
Winner
LRGF
1.71
5Y Beta
Winner
USMC
0.93
LRGF
0.98
P/E Ratio
USMC
28.59
Winner
LRGF
25.24
Forward P/E
USMC
21.57
Winner
LRGF
19.26
PEG Ratio
USMC
0.60
LRGF
N/A
5Y Dividends CAGR
USMC
-0.46%
Winner
LRGF
13.96%
5Y EPS CAGR
Winner
USMC
28.15%
LRGF
27.15%
Debt to Equity
USMC
-5.44%
Winner
LRGF
-11.89%
P/S Ratio
USMC
5.23
Winner
LRGF
2.73
P/B Ratio
USMC
6.54
Winner
LRGF
5.06
USMC vs LRGF - Holdings Comparison
USMC and LRGF have 25 common holdings. Overlap is 42.34%
USMC's top 25 holdings weight is 97.97%. LRGF's top 25 holdings weight is 46.98%.
| Rank | USMC | LRGF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.55% | NVIDIA CORP (NVDA) - 8.15% |
| #2 | APPLE INC (AAPL) - 6.61% | APPLE INC (AAPL) - 6.13% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.04% | MICROSOFT CORP (MSFT) - 4.70% |
| #4 | BROADCOM INC (AVGO) - 5.38% | AMAZON.COM INC (AMZN) - 3.46% |
| #5 | MICROSOFT CORP (MSFT) - 5.27% | BROADCOM INC (AVGO) - 3.38% |
| #6 | JPMORGAN CHASE & CO (JPM) - 4.46% | ALPHABET INC CLASS C (GOOG) - 2.56% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.45% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #8 | COSTCO WHOLESALE CORP (COST) - 4.23% | JPMORGAN CHASE & CO (JPM) - 1.49% |
| #9 | MASTERCARD INC CLASS A (MA) - 4.22% | TESLA INC (TSLA) - 1.29% |
| #10 | AMAZON.COM INC (AMZN) - 4.17% | WALMART INC (WMT) - 1.21% |
| #11 | VISA INC CLASS A (V) - 4.16% | VISA INC CLASS A (V) - 1.13% |
| #12 | NETFLIX INC (NFLX) - 4.12% | JOHNSON & JOHNSON (JNJ) - 1.08% |
| #13 | MICRON TECHNOLOGY INC (MU) - 4.07% | EXXON MOBIL CORP (XOM) - 1.01% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.52% | BANK OF NEW YORK MELLON CORP (BK) - 0.97% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.15% | ELI LILLY AND CO (LLY) - 0.96% |
| #16 | JOHNSON & JOHNSON (JNJ) - 3.05% | BOOKING HOLDINGS INC (BKNG) - 0.84% |
| #17 | PROCTER & GAMBLE CO (PG) - 2.97% | PROCTER & GAMBLE CO (PG) - 0.79% |
| #18 | ABBVIE INC (ABBV) - 2.84% | ALTRIA GROUP INC (MO) - 0.78% |
| #19 | GE AEROSPACE (GE) - 2.81% | GE AEROSPACE (GE) - 0.77% |
| #20 | CATERPILLAR INC (CAT) - 2.60% | AT&T INC (T) - 0.72% |
| #21 | CHEVRON CORP (CVX) - 2.38% | ABBVIE INC (ABBV) - 0.72% |
| #22 | WALMART INC (WMT) - 2.35% | KLA CORP (KLAC) - 0.71% |
| #23 | EXXON MOBIL CORP (XOM) - 2.33% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #24 | TESLA INC (TSLA) - 2.20% | GENERAL MOTORS CO (GM) - 0.63% |
| #25 | THE HOME DEPOT INC (HD) - 2.04% | MICRON TECHNOLOGY INC (MU) - 0.61% |
| Total Holdings | 27 | 296 |
USMC vs LRGF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMC
+8.36%
LRGF
+7.74%
3M
Winner
USMC
+5.97%
LRGF
+5.56%
6M
USMC
+6.79%
Winner
LRGF
+7.54%
1Y
USMC
+26.37%
Winner
LRGF
+26.70%
5Y(CAGR)
Winner
USMC
+14.58%
LRGF
+13.04%
10Y(CAGR)
Winner
USMC
+14.98%
LRGF
+13.80%
Max(CAGR)
Winner
USMC
+14.98%
LRGF
+12.29%
USMC vs LRGF - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | USMC | LRGF |
|---|---|---|
| 2026 | +6.25% | +6.33% |
| 2025 | +15.84% | +16.50% |
| 2024 | +30.19% | +27.41% |
| 2023 | +31.46% | +26.68% |
| 2022 | -17.74% | -14.72% |
| 2021 | +27.40% | +26.59% |
| 2020 | +14.89% | +10.71% |
| 2019 | +28.26% | +26.30% |
| 2018 | -2.42% | -10.12% |
| 2017 | +5.48% | +20.55% |
| 2016 | N/A | +14.88% |
| 2015 | N/A | -1.71% |
USMC vs LRGF Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for LRGF was -36.03%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.
| Rank | USMC | LRGF |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -36.03% Feb 19, 2020 - Nov 5, 2020 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -21.61% Dec 29, 2021 - Jul 18, 2023 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -21.40% Aug 29, 2018 - Oct 28, 2019 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -19.44% Feb 18, 2025 - Jun 27, 2025 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -16.11% Jun 22, 2015 - Aug 15, 2016 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -10.29% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -9.56% Jul 31, 2023 - Nov 30, 2023 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -8.92% Oct 28, 2025 - Apr 15, 2026 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -8.59% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -6.40% Sep 2, 2021 - Nov 2, 2021 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -5.70% Mar 21, 2024 - May 14, 2024 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -5.62% Feb 12, 2021 - Mar 15, 2021 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -5.00% Nov 16, 2021 - Dec 10, 2021 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -4.87% Dec 6, 2024 - Feb 6, 2025 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -4.18% Sep 22, 2016 - Nov 10, 2016 |
Correlation
Correlation between USMC and LRGF is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2015 - 2026)
USMC vs LRGF dividend yield comparison.
| Year | USMC | LRGF |
|---|---|---|
| 2026 | 0.20% | 0.24% |
| 2025 | 0.79% | 1.16% |
| 2024 | 1.04% | 1.23% |
| 2023 | 1.35% | 1.49% |
| 2022 | 1.78% | 1.78% |
| 2021 | 1.53% | 1.05% |
| 2020 | 1.55% | 1.35% |
| 2019 | 2.01% | 1.76% |
| 2018 | 2.28% | 3.27% |
| 2017 | 0.24% | 1.68% |
| 2016 | 0.00% | 1.56% |
| 2015 | 0.00% | 0.83% |
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