USMC vs PTLC
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and PACER TRENDPILOT US LARGE CAP ETF (PTLC, ETF).
5-Year PerformanceUSMC has outperformed PTLC, delivering a return of +15.5% compared to +11.2%
USMC vs PTLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMC
$3.20B
PTLC
$3.20B
Expense Ratio
Winner
USMC
0.12%
PTLC
0.60%
Max Drawdown
Winner
USMC
29.97%
PTLC
99.95%
Sharpe Ratio
Winner
USMC
1.69
PTLC
1.30
5Y Beta
USMC
0.93
Winner
PTLC
0.59
P/E Ratio
USMC
28.84
Winner
PTLC
28.45
Forward P/E
Winner
USMC
21.56
PTLC
22.00
PEG Ratio
USMC
0.56
PTLC
N/A
5Y Dividends CAGR
USMC
-0.46%
Winner
PTLC
10.89%
5Y EPS CAGR
Winner
USMC
27.77%
PTLC
25.37%
Debt to Equity
Winner
USMC
-7.33%
PTLC
21.91%
P/S Ratio
USMC
5.19
Winner
PTLC
3.62
P/B Ratio
USMC
6.61
Winner
PTLC
5.43
USMC vs PTLC - Holdings Comparison
USMC and PTLC have 26 common holdings. Overlap is 49.07%
USMC's top 25 holdings weight is 98.02%. PTLC's top 25 holdings weight is 51.64%.
| Rank | USMC | PTLC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.73% | NVIDIA CORP (NVDA) - 7.83% |
| #2 | APPLE INC (AAPL) - 6.80% | APPLE INC (AAPL) - 6.59% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.58% | MICROSOFT CORP (MSFT) - 4.98% |
| #4 | BROADCOM INC (AVGO) - 5.64% | AMAZON.COM INC (AMZN) - 4.31% |
| #5 | MICRON TECHNOLOGY INC (MU) - 5.07% | ALPHABET INC CLASS A (GOOGL) - 3.62% |
| #6 | MICROSOFT CORP (MSFT) - 4.95% | BROADCOM INC (AVGO) - 3.20% |
| #7 | JPMORGAN CHASE & CO (JPM) - 4.35% | ALPHABET INC CLASS C (GOOG) - 2.88% |
| #8 | AMAZON.COM INC (AMZN) - 4.31% | META PLATFORMS INC CLASS A (META) - 2.17% |
| #9 | COSTCO WHOLESALE CORP (COST) - 4.24% | TESLA INC (TSLA) - 1.79% |
| #10 | VISA INC CLASS A (V) - 4.24% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #11 | MASTERCARD INC CLASS A (MA) - 4.05% | JPMORGAN CHASE & CO (JPM) - 1.35% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.94% | ELI LILLY AND CO (LLY) - 1.24% |
| #13 | NETFLIX INC (NFLX) - 3.85% | MICRON TECHNOLOGY INC (MU) - 1.05% |
| #14 | BANK OF AMERICA CORP (BAC) - 3.48% | EXXON MOBIL CORP (XOM) - 1.04% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.01% | WALMART INC (WMT) - 0.93% |
| #16 | JOHNSON & JOHNSON (JNJ) - 2.97% | ADVANCED MICRO DEVICES INC (AMD) - 0.90% |
| #17 | ABBVIE INC (ABBV) - 2.90% | VISA INC CLASS A (V) - 0.89% |
| #18 | PROCTER & GAMBLE CO (PG) - 2.83% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #19 | CATERPILLAR INC (CAT) - 2.82% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #20 | GE AEROSPACE (GE) - 2.74% | INTEL CORP (INTC) - 0.73% |
| #21 | CHEVRON CORP (CVX) - 2.39% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #22 | WALMART INC (WMT) - 2.37% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | EXXON MOBIL CORP (XOM) - 2.35% | NETFLIX INC (NFLX) - 0.62% |
| #24 | TESLA INC (TSLA) - 2.24% | ABBVIE INC (ABBV) - 0.60% |
| #25 | ELI LILLY AND CO (LLY) - 2.17% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| Total Holdings | 27 | 507 |
USMC vs PTLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMC
+7.22%
PTLC
+6.48%
3M
Winner
USMC
+8.78%
PTLC
+3.49%
6M
Winner
USMC
+5.26%
PTLC
+3.35%
1Y
Winner
USMC
+23.35%
PTLC
+19.16%
5Y(CAGR)
Winner
USMC
+15.46%
PTLC
+11.17%
10Y(CAGR)
Winner
USMC
+15.02%
PTLC
+11.22%
Max(CAGR)
USMC
+15.02%
Winner
PTLC
+37.27%
USMC vs PTLC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | USMC | PTLC |
|---|---|---|
| 2026 | +6.73% | +3.10% |
| 2025 | +15.84% | +5.32% |
| 2024 | +30.19% | +24.93% |
| 2023 | +31.46% | +16.74% |
| 2022 | -17.74% | -9.16% |
| 2021 | +27.40% | +29.84% |
| 2020 | +14.89% | -1.98% |
| 2019 | +28.26% | +17.54% |
| 2018 | -2.42% | +0.75% |
| 2017 | +5.48% | +20.42% |
| 2016 | N/A | +6.02% |
| 2015 | N/A | -6.93% |
| 2011 | N/A | +0.00% |
| 2010 | N/A | +11.11% |
| 2009 | N/A | -52.63% |
| 2008 | N/A | +900.00% |
| 2007 | N/A | +0.00% |
| 2006 | N/A | -99.93% |
| 2005 | N/A | +100.00% |
USMC vs PTLC Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for PTLC was -99.95%, occurring on Nov 13, 2006. Recovery took 1264 trading sessions.
The current PTLC drawdown is -0.18%.
| Rank | USMC | PTLC |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -99.95% Dec 29, 2005 - Jun 12, 2015 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -26.63% Feb 19, 2020 - Apr 1, 2021 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -16.31% Jun 23, 2015 - Feb 21, 2017 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -15.17% Feb 19, 2025 - Oct 27, 2025 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -13.47% Dec 29, 2021 - Jun 30, 2023 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -10.02% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -10.02% Jul 31, 2023 - Dec 12, 2023 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -9.92% Sep 20, 2018 - Jul 12, 2019 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -8.77% Jan 27, 2026 - May 6, 2026 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -8.44% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -6.06% Jul 26, 2019 - Oct 25, 2019 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -5.30% Mar 28, 2024 - May 15, 2024 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -5.08% Sep 2, 2021 - Oct 20, 2021 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -5.08% Oct 28, 2025 - Dec 10, 2025 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -4.22% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between USMC and PTLC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
USMC vs PTLC dividend yield comparison.
| Year | USMC | PTLC |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 0.79% | 1.06% |
| 2024 | 1.04% | 0.67% |
| 2023 | 1.35% | 1.18% |
| 2022 | 1.78% | 1.26% |
| 2021 | 1.53% | 0.73% |
| 2020 | 1.55% | 1.08% |
| 2019 | 2.01% | 1.10% |
| 2018 | 2.28% | 1.00% |
| 2017 | 0.24% | 0.97% |
| 2016 | 0.00% | 1.08% |
| 2015 | 0.00% | 0.42% |
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