USMC vs VNLA

Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and JANUS HENDERSON SHORT DURATION INCOME ETF (VNLA, ETF).

5-Year PerformanceUSMC has outperformed VNLA, delivering a return of +15.0% compared to +3.8%

USMC vs VNLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USMC(ETF)	VNLA(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.12%	0.23%
Max Drawdown	29.97%	6.20%
Sharpe Ratio	1.69	1.96
5Y Beta	0.93	0.01
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%	39.43%
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

VNLA

$3.20B

Expense Ratio

Winner

USMC

0.12%

VNLA

0.23%

Max Drawdown

USMC

29.97%

Winner

VNLA

6.20%

Sharpe Ratio

USMC

1.69

Winner

VNLA

1.96

5Y Beta

USMC

0.93

Winner

VNLA

0.01

P/E Ratio

USMC

28.84

VNLA

N/A

Forward P/E

USMC

21.56

VNLA

N/A

PEG Ratio

USMC

0.56

VNLA

N/A

5Y Dividends CAGR

USMC

-0.46%

Winner

VNLA

39.43%

5Y EPS CAGR

USMC

27.77%

VNLA

N/A

Debt to Equity

USMC

-7.33%

VNLA

N/A

P/S Ratio

USMC

5.19

VNLA

N/A

P/B Ratio

USMC

6.61

VNLA

N/A

USMC vs VNLA - Historical Returns

Returns include dividend reinvestment.

Period	USMC	VNLA
1 month	+7.79%	+0.34%
3 months	+7.11%	+0.58%
6 months	+4.96%	+1.85%
1 year	+23.16%	+4.94%
5 years(CAGR)	+15.01%	+3.77%
10 years(CAGR)	+15.00%	+2.97%
Max(CAGR)	+15.00%	+2.97%

Winner

USMC

+7.79%

VNLA

+0.34%

Winner

USMC

+7.11%

VNLA

+0.58%

Winner

USMC

+4.96%

VNLA

+1.85%

Winner

USMC

+23.16%

VNLA

+4.94%

5Y(CAGR)

Winner

USMC

+15.01%

VNLA

+3.77%

10Y(CAGR)

Winner

USMC

+15.00%

VNLA

+2.97%

Max(CAGR)

Winner

USMC

+15.00%

VNLA

+2.97%

USMC vs VNLA - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	USMC	VNLA
2026	+6.57%	+1.14%
2025	+15.84%	+5.43%
2024	+30.19%	+6.45%
2023	+31.46%	+5.88%
2022	-17.74%	-0.13%
2021	+27.40%	-0.24%
2020	+14.89%	+3.01%
2019	+28.26%	+4.43%
2018	-2.42%	+0.08%
2017	+5.48%	+2.11%
2016	N/A	+0.08%

USMC vs VNLA Drawdown Comparison

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

The maximum drawdown for VNLA was -4.49%, occurring on Mar 26, 2020. Recovery took 70 trading sessions.

The current VNLA drawdown is -0.02%.

Rank	USMC	VNLA
#1	-29.97% Feb 19, 2020 - Aug 18, 2020	-4.49% Mar 9, 2020 - Jun 17, 2020
#2	-24.11% Dec 29, 2021 - Jul 3, 2023	-1.76% Sep 30, 2021 - Jan 17, 2023
#3	-19.12% Feb 13, 2025 - Jul 3, 2025	-1.56% Nov 5, 2018 - Mar 22, 2019
#4	-16.19% Oct 2, 2018 - Mar 21, 2019	-0.73% Mar 13, 2023 - Apr 20, 2023
#5	-11.01% Jan 29, 2018 - Aug 27, 2018	-0.62% Jan 5, 2021 - Sep 30, 2021
#6	-10.30% Oct 29, 2025 - Apr 17, 2026	-0.48% Mar 28, 2025 - Apr 24, 2025
#7	-9.27% Sep 2, 2020 - Dec 1, 2020	-0.43% Feb 27, 2026 - Apr 9, 2026
#8	-9.13% Jul 31, 2023 - Nov 20, 2023	-0.41% Sep 4, 2019 - Oct 3, 2019
#9	-8.38% Jul 10, 2024 - Aug 30, 2024	-0.36% Oct 8, 2019 - Nov 26, 2019
#10	-5.90% Apr 29, 2019 - Jun 18, 2019	-0.34% Mar 29, 2019 - Apr 15, 2019
#11	-5.58% Jul 26, 2019 - Oct 28, 2019	-0.30% Jan 19, 2017 - Feb 1, 2017
#12	-5.44% Mar 20, 2024 - May 15, 2024	-0.29% Feb 1, 2024 - Mar 1, 2024
#13	-5.22% Feb 17, 2021 - Mar 29, 2021	-0.26% Apr 25, 2023 - May 10, 2023
#14	-4.45% Dec 17, 2024 - Jan 23, 2025	-0.26% Feb 17, 2017 - Mar 14, 2017
#15	-4.32% Sep 3, 2021 - Oct 20, 2021	-0.24% Dec 2, 2016 - Dec 28, 2016

Correlation

Correlation between USMC and VNLA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2016 - 2026)

USMC vs VNLA dividend yield comparison.

Year	USMC	VNLA
2026	0.20%	1.54%
2025	0.79%	4.84%
2024	1.04%	4.97%
2023	1.35%	3.95%
2022	1.78%	4.35%
2021	1.53%	1.67%
2020	1.55%	1.21%
2019	2.01%	3.13%
2018	2.28%	2.43%
2017	0.24%	1.79%
2016	0.00%	0.08%