USMC vs UCON

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceUSMC has outperformed UCON, delivering a return of +15.0% compared to +2.8%

USMC vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMC(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.12%	0.86%
Max Drawdown	29.97%	15.31%
Sharpe Ratio	1.69	0.72
5Y Beta	0.93	0.03
P/E Ratio	28.84	N/A
Forward P/E	21.56	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	-0.46%	7.96%
5Y EPS CAGR	27.77%	N/A
Debt to Equity	-7.33%	N/A
P/S Ratio	5.19	N/A
P/B Ratio	6.61	N/A

Net Assets

USMC

$3.20B

UCON

$3.20B

Expense Ratio

Winner

USMC

0.12%

UCON

0.86%

Max Drawdown

USMC

29.97%

Winner

UCON

15.31%

Sharpe Ratio

Winner

USMC

1.69

UCON

0.72

5Y Beta

USMC

0.93

Winner

UCON

0.03

P/E Ratio

USMC

28.84

UCON

N/A

Forward P/E

USMC

21.56

UCON

N/A

PEG Ratio

USMC

0.56

UCON

N/A

5Y Dividends CAGR

USMC

-0.46%

Winner

UCON

7.96%

5Y EPS CAGR

USMC

27.77%

UCON

N/A

Debt to Equity

USMC

-7.33%

UCON

N/A

P/S Ratio

USMC

5.19

UCON

N/A

P/B Ratio

USMC

6.61

UCON

N/A

USMC vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	USMC	UCON
1 month	+7.79%	+0.44%
3 months	+7.11%	-0.13%
6 months	+4.96%	+1.00%
1 year	+23.16%	+6.00%
5 years(CAGR)	+15.01%	+2.78%
10 years(CAGR)	+15.00%	N/A
Max(CAGR)	+15.00%	+3.72%

Winner

USMC

+7.79%

UCON

+0.44%

Winner

USMC

+7.11%

UCON

-0.13%

Winner

USMC

+4.96%

UCON

+1.00%

Winner

USMC

+23.16%

UCON

+6.00%

5Y(CAGR)

Winner

USMC

+15.01%

UCON

+2.78%

10Y(CAGR)

USMC

+15.00%

UCON

N/A

Max(CAGR)

Winner

USMC

+15.00%

UCON

+3.72%

USMC vs UCON - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	USMC	UCON
2026	+6.57%	+0.50%
2025	+15.84%	+7.00%
2024	+30.19%	+4.90%
2023	+31.46%	+7.67%
2022	-17.74%	-5.72%
2021	+27.40%	+1.05%
2020	+14.89%	+6.67%
2019	+28.26%	+7.13%
2018	-2.42%	+1.11%
2017	+5.48%	N/A

USMC vs UCON Drawdown Comparison

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

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current UCON drawdown is -0.67%.

Rank	USMC	UCON
#1	-29.97% Feb 19, 2020 - Aug 18, 2020	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-24.11% Dec 29, 2021 - Jul 3, 2023	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-19.12% Feb 13, 2025 - Jul 3, 2025	-2.45% Feb 26, 2026 - Mar 26, 2026
#4	-16.19% Oct 2, 2018 - Mar 21, 2019	-1.70% Feb 1, 2024 - May 15, 2024
#5	-11.01% Jan 29, 2018 - Aug 27, 2018	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-10.30% Oct 29, 2025 - Apr 17, 2026	-1.53% Mar 3, 2025 - May 30, 2025
#7	-9.27% Sep 2, 2020 - Dec 1, 2020	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-9.13% Jul 31, 2023 - Nov 20, 2023	-1.07% Feb 11, 2021 - May 26, 2021
#9	-8.38% Jul 10, 2024 - Aug 30, 2024	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-5.90% Apr 29, 2019 - Jun 18, 2019	-0.88% Feb 24, 2020 - Mar 3, 2020
#11	-5.58% Jul 26, 2019 - Oct 28, 2019	-0.87% Dec 28, 2023 - Jan 12, 2024
#12	-5.44% Mar 20, 2024 - May 15, 2024	-0.83% Oct 13, 2020 - Nov 5, 2020
#13	-5.22% Feb 17, 2021 - Mar 29, 2021	-0.75% Oct 28, 2025 - Nov 25, 2025
#14	-4.45% Dec 17, 2024 - Jan 23, 2025	-0.73% May 15, 2024 - Jun 4, 2024
#15	-4.32% Sep 3, 2021 - Oct 20, 2021	-0.73% Feb 19, 2019 - Mar 6, 2019