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USMC vs SPY

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceUSMC has outperformed SPY, delivering a return of +14.7% compared to +13.2%

USMC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USMC
$3.50B
Winner
SPY
$784B
Expense Ratio
USMC
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
USMC
29.97%
SPY
56.47%
Sharpe Ratio
USMC
1.35
Winner
SPY
1.54
5Y Beta
Winner
USMC
0.93
SPY
1.00
P/E Ratio
USMC
29.24
Winner
SPY
27.62
Forward P/E
USMC
21.26
Winner
SPY
21.11
PEG Ratio
USMC
0.55
SPY
N/A
5Y Dividends CAGR
USMC
-0.46%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
USMC
28.42%
SPY
25.30%
Debt to Equity
USMC
43.20%
Winner
SPY
31.11%
P/S Ratio
USMC
5.27
Winner
SPY
3.49
P/B Ratio
USMC
6.78
Winner
SPY
5.30

USMC vs SPY - Holdings Comparison

USMC and SPY have 26 common holdings. Overlap is 47.93%

USMC's top 25 holdings weight is 97.86%. SPY's top 25 holdings weight is 51.24%.

RankUSMCSPY
#1
MICRON TECHNOLOGY INC (MU) - 8.02%
NVIDIA CORP (NVDA) - 7.81%
#2
NVIDIA CORP (NVDA) - 7.82%
APPLE INC (AAPL) - 6.81%
#3
APPLE INC (AAPL) - 6.88%
MICROSOFT CORP (MSFT) - 4.53%
#4
ALPHABET INC CLASS A (GOOGL) - 5.98%
AMAZON.COM INC (AMZN) - 3.72%
#5
BROADCOM INC (AVGO) - 5.03%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
JPMORGAN CHASE & CO (JPM) - 4.55%
BROADCOM INC (AVGO) - 2.77%
#7
MICROSOFT CORP (MSFT) - 4.43%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
VISA INC CLASS A (V) - 4.23%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
COSTCO WHOLESALE CORP (COST) - 3.91%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
MASTERCARD INC CLASS A (MA) - 3.90%
TESLA INC (TSLA) - 1.76%
#11
AMAZON.COM INC (AMZN) - 3.63%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
BANK OF AMERICA CORP (BAC) - 3.60%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
META PLATFORMS INC CLASS A (META) - 3.59%
ELI LILLY AND CO (LLY) - 1.38%
#14
GE AEROSPACE (GE) - 3.31%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
NETFLIX INC (NFLX) - 3.27%
EXXON MOBIL CORP (XOM) - 0.92%
#16
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.09%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ABBVIE INC (ABBV) - 3.02%
VISA INC CLASS A (V) - 0.87%
#18
JOHNSON & JOHNSON (JNJ) - 2.99%
INTEL CORP (INTC) - 0.85%
#19
CATERPILLAR INC (CAT) - 2.89%
WALMART INC (WMT) - 0.82%
#20
PROCTER & GAMBLE CO (PG) - 2.86%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
ELI LILLY AND CO (LLY) - 2.37%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
TESLA INC (TSLA) - 2.21%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
CHEVRON CORP (CVX) - 2.14%
CATERPILLAR INC (CAT) - 0.68%
#24
EXXON MOBIL CORP (XOM) - 2.07%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
WALMART INC (WMT) - 2.07%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings27505

USMC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USMC
-0.32%
SPY
-1.37%
3M
Winner
USMC
+12.45%
SPY
+12.22%
6M
USMC
+5.31%
Winner
SPY
+7.20%
1Y
USMC
+20.33%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
USMC
+14.75%
SPY
+13.19%
10Y(CAGR)
USMC
+14.84%
Winner
SPY
+15.12%
Max(CAGR)
Winner
USMC
+14.84%
SPY
+8.44%

USMC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUSMCSPY
2026+7.02%+7.95%
2025+15.84%+18.00%
2024+30.19%+25.59%
2023+31.46%+26.72%
2022-17.74%-18.64%
2021+27.40%+30.52%
2020+14.89%+17.28%
2019+28.26%+31.09%
2018-2.42%-5.24%
2017+5.48%+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

USMC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current USMC drawdown is -2.46%. The current SPY drawdown is -3.18%.

RankUSMCSPY
#1-29.97%
Feb 19, 2020 - Aug 18, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-24.11%
Dec 29, 2021 - Jul 3, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.12%
Feb 13, 2025 - Jul 3, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.19%
Oct 2, 2018 - Mar 21, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.01%
Jan 29, 2018 - Aug 27, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.30%
Oct 29, 2025 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.27%
Sep 2, 2020 - Dec 1, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.13%
Jul 31, 2023 - Nov 20, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.38%
Jul 10, 2024 - Aug 30, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.90%
Apr 29, 2019 - Jun 18, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.58%
Jul 26, 2019 - Oct 28, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.44%
Mar 20, 2024 - May 15, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.22%
Feb 17, 2021 - Mar 29, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.45%
Dec 17, 2024 - Jan 23, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.32%
Sep 3, 2021 - Oct 20, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between USMC and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

USMC vs SPY dividend yield comparison.

YearUSMCSPY
20260.20%0.50%
20250.79%1.07%
20241.04%1.21%
20231.35%1.40%
20221.78%1.65%
20211.53%1.20%
20201.55%1.52%
20192.01%1.75%
20182.28%2.04%
20170.24%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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