VNLA vs USMC

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

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

VNLA vs USMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VNLA(ETF)	USMC(ETF)
Net Assets	$3.20B	$3.20B
Expense Ratio	0.23%	0.12%
Max Drawdown	6.20%	29.97%
Sharpe Ratio	1.96	1.69
5Y Beta	0.01	0.93
P/E Ratio	N/A	28.84
Forward P/E	N/A	21.56
PEG Ratio	N/A	0.56
5Y Dividends CAGR	39.43%	-0.46%
5Y EPS CAGR	N/A	27.77%
Debt to Equity	N/A	-7.33%
P/S Ratio	N/A	5.19
P/B Ratio	N/A	6.61

Net Assets

VNLA

$3.20B

USMC

$3.20B

Expense Ratio

VNLA

0.23%

Winner

USMC

0.12%

Max Drawdown

Winner

VNLA

6.20%

USMC

29.97%

Sharpe Ratio

Winner

VNLA

1.96

USMC

1.69

5Y Beta

Winner

VNLA

0.01

USMC

0.93

P/E Ratio

VNLA

N/A

USMC

28.84

Forward P/E

VNLA

N/A

USMC

21.56

PEG Ratio

VNLA

N/A

USMC

0.56

5Y Dividends CAGR

Winner

VNLA

39.43%

USMC

-0.46%

5Y EPS CAGR

VNLA

N/A

USMC

27.77%

Debt to Equity

VNLA

N/A

USMC

-7.33%

P/S Ratio

VNLA

N/A

USMC

5.19

P/B Ratio

VNLA

N/A

USMC

6.61

VNLA vs USMC - Historical Returns

Returns include dividend reinvestment.

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

VNLA

+0.34%

Winner

USMC

+7.79%

VNLA

+0.58%

Winner

USMC

+7.11%

VNLA

+1.85%

Winner

USMC

+4.96%

VNLA

+4.94%

Winner

USMC

+23.16%

5Y(CAGR)

VNLA

+3.77%

Winner

USMC

+15.01%

10Y(CAGR)

VNLA

+2.97%

Winner

USMC

+15.00%

Max(CAGR)

VNLA

+2.97%

Winner

USMC

+15.00%

VNLA vs USMC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

VNLA vs USMC Drawdown Comparison

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

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

The current VNLA drawdown is -0.02%.

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

Correlation

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

0.98

-101

Dividend Comparison (2016 - 2026)

VNLA vs USMC dividend yield comparison.

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