USMC vs. DGRW ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to WisdomTree U.S. Dividend Growth Fund (DGRW)
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.
Grade (RS Rating)
Last Trade
$56.60
Average Daily Volume
44,457
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
DGRW
WisdomTree U.S. Dividend Growth Fund
DGRW Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.Grade (RS Rating)
Last Trade
$82.54
Average Daily Volume
523,520
Number of Holdings
*
293
* may have additional holdings in another (foreign) market
Performance
| Period | USMC | DGRW |
|---|---|---|
| 30 Days | 5.53% | 4.63% |
| 60 Days | 7.82% | 6.56% |
| 90 Days | 2.43% | 4.71% |
| 12 Months | 32.39% | 31.86% |
15 Overlapping Holdings
| Symbol | Grade | Weight in USMC | Weight in DGRW | Overlap | |
|---|---|---|---|---|---|
| AAPL | D | 6.82% | 5.13% | 5.13% | |
| ABBV | C | 3.24% | 3.59% | 3.24% | |
| AVGO | B | 3.75% | 4.12% | 3.75% | |
| COST | D | 2.75% | 0.69% | 0.69% | |
| GOOGL | C | 4.01% | 1.29% | 1.29% | |
| HD | A | 3.39% | 2.9% | 2.9% | |
| JNJ | D | 3.03% | 3.26% | 3.03% | |
| LLY | D | 2.7% | 1.76% | 1.76% | |
| MA | B | 4.73% | 0.7% | 0.7% | |
| META | B | 4.78% | 1.39% | 1.39% | |
| MSFT | D | 6.47% | 7.1% | 6.47% | |
| NVDA | B | 4.35% | 3.13% | 3.13% | |
| PG | D | 4.57% | 2.81% | 2.81% | |
| UNH | C | 4.4% | 1.98% | 1.98% | |
| V | C | 4.6% | 0.98% | 0.98% |
USMC Underweight 278 Positions Relative to DGRW
| Symbol | Grade | Weight | |
|---|---|---|---|
| KO | D | -2.67% | |
| MS | A | -1.99% | |
| PEP | F | -1.96% | |
| CSCO | A | -1.93% | |
| TXN | C | -1.67% | |
| ORCL | B | -1.66% | |
| AMGN | D | -1.47% | |
| GS | B | -1.45% | |
| MCD | B | -1.42% | |
| GOOG | C | -1.24% | |
| QCOM | D | -1.13% | |
| LMT | A | -1.13% | |
| TMUS | A | -1.08% | |
| UPS | D | -1.08% | |
| GILD | A | -1.05% | |
| ABT | B | -1.02% | |
| UNP | F | -0.94% | |
| EOG | B | -0.83% | |
| HON | C | -0.79% | |
| SBUX | C | -0.76% | |
| ADP | A | -0.76% | |
| AXP | A | -0.75% | |
| COP | B | -0.71% | |
| TGT | D | -0.61% | |
| ADI | C | -0.59% | |
| CL | D | -0.57% | |
| TJX | D | -0.57% | |
| CI | D | -0.54% | |
| ITW | C | -0.49% | |
| GD | C | -0.47% | |
| KMB | D | -0.47% | |
| SCHW | C | -0.46% | |
| APD | A | -0.45% | |
| MMC | D | -0.44% | |
| NKE | D | -0.41% | |
| ELV | F | -0.4% | |
| AMAT | C | -0.39% | |
| SPGI | C | -0.38% | |
| SYK | D | -0.38% | |
| WM | D | -0.37% | |
| PAYX | B | -0.37% | |
| NSC | D | -0.36% | |
| NOC | B | -0.35% | |
| FDX | F | -0.35% | |
| HPQ | B | -0.35% | |
| LRCX | D | -0.33% | |
| COF | A | -0.32% | |
| TRV | C | -0.32% | |
| AIG | C | -0.31% | |
| INTU | F | -0.31% | |
| SYY | D | -0.3% | |
| KLAC | B | -0.3% | |
| PH | A | -0.29% | |
| HCA | D | -0.28% | |
| DFS | A | -0.26% | |
| KKR | B | -0.26% | |
| MSI | A | -0.25% | |
| GE | B | -0.25% | |
| CARR | A | -0.25% | |
| BBY | C | -0.24% | |
| CSX | D | -0.24% | |
| FAST | C | -0.24% | |
| BKR | B | -0.23% | |
| ECL | C | -0.22% | |
| CTAS | C | -0.22% | |
| DD | C | -0.22% | |
| RSG | D | -0.22% | |
| HIG | C | -0.22% | |
| APH | D | -0.21% | |
| ZTS | D | -0.21% | |
| PFG | B | -0.21% | |
| SHW | C | -0.21% | |
| EBAY | A | -0.21% | |
| LVS | B | -0.2% | |
| YUM | C | -0.2% | |
| MAR | A | -0.2% | |
| URI | B | -0.19% | |
| PGR | C | -0.19% | |
| TRGP | A | -0.19% | |
| HSY | F | -0.19% | |
| AMP | A | -0.19% | |
| FNF | C | -0.18% | |
| OTIS | A | -0.18% | |
| STZ | D | -0.18% | |
| MCO | D | -0.18% | |
| FANG | C | -0.18% | |
| OXY | D | -0.17% | |
| WY | C | -0.17% | |
| TSCO | A | -0.17% | |
| DRI | C | -0.17% | |
| GPC | F | -0.16% | |
| SYF | A | -0.16% | |
| NRG | B | -0.16% | |
| AJG | D | -0.15% | |
| PPG | D | -0.15% | |
| DHI | C | -0.15% | |
| HES | C | -0.14% | |
| EMN | C | -0.14% | |
| ROST | D | -0.14% | |
| LEN | C | -0.14% | |
| ROK | C | -0.14% | |
| GWW | B | -0.13% | |
| HAL | D | -0.13% | |
| NTAP | B | -0.13% | |
| BEN | F | -0.12% | |
| MSCI | B | -0.12% | |
| TPR | C | -0.12% | |
| ALLY | F | -0.11% | |
| SWKS | F | -0.11% | |
| EQT | B | -0.11% | |
| JEF | A | -0.11% | |
| HUBB | A | -0.1% | |
| CHRW | C | -0.1% | |
| ERIE | C | -0.1% | |
| DKS | D | -0.1% | |
| WRB | D | -0.1% | |
| WSO | C | -0.1% | |
| BR | B | -0.1% | |
| DOV | C | -0.1% | |
| EQH | B | -0.1% | |
| LKQ | F | -0.09% | |
| CDW | D | -0.09% | |
| MCK | F | -0.09% | |
| RMD | D | -0.09% | |
| ROL | D | -0.09% | |
| WSM | C | -0.09% | |
| MRO | B | -0.08% | |
| WLK | C | -0.08% | |
| BALL | D | -0.08% | |
| CE | C | -0.08% | |
| MPWR | B | -0.08% | |
| BAH | A | -0.08% | |
| SSNC | C | -0.08% | |
| HLT | A | -0.08% | |
| SBAC | C | -0.08% | |
| MAS | B | -0.08% | |
| CSL | A | -0.07% | |
| VMC | F | -0.07% | |
| PHM | C | -0.07% | |
| RPM | A | -0.07% | |
| A | C | -0.07% | |
| HUM | F | -0.07% | |
| AVY | D | -0.07% | |
| OVV | D | -0.07% | |
| REYN | D | -0.06% | |
| MLM | F | -0.06% | |
| WAL | C | -0.06% | |
| VRSK | D | -0.06% | |
| SF | A | -0.06% | |
| CIVI | F | -0.06% | |
| TXRH | C | -0.06% | |
| EFX | D | -0.06% | |
| LII | C | -0.06% | |
| NXST | F | -0.06% | |
| FAF | C | -0.06% | |
| OMF | C | -0.06% | |
| JBHT | D | -0.05% | |
| NFG | A | -0.05% | |
| ODFL | F | -0.05% | |
| VOYA | A | -0.05% | |
| DPZ | D | -0.05% | |
| VRT | B | -0.05% | |
| NDSN | C | -0.05% | |
| AOS | B | -0.05% | |
| PWR | A | -0.05% | |
| EVR | C | -0.05% | |
| RHI | D | -0.05% | |
| RL | B | -0.05% | |
| HWM | A | -0.05% | |
| WEN | B | -0.05% | |
| HII | F | -0.05% | |
| EXPD | D | -0.05% | |
| RLI | C | -0.04% | |
| FDS | C | -0.04% | |
| MSM | D | -0.04% | |
| FLS | A | -0.04% | |
| LECO | C | -0.04% | |
| GGG | C | -0.04% | |
| POOL | D | -0.04% | |
| MAN | D | -0.04% | |
| TPL | A | -0.04% | |
| MUR | F | -0.04% | |
| HLI | A | -0.04% | |
| LEA | F | -0.04% | |
| TTC | F | -0.04% | |
| RGLD | D | -0.03% | |
| HEI | C | -0.03% | |
| OLN | C | -0.03% | |
| LPLA | C | -0.03% | |
| MGY | A | -0.03% | |
| THO | C | -0.03% | |
| BWXT | A | -0.03% | |
| SEE | D | -0.03% | |
| SEIC | B | -0.03% | |
| GNTX | F | -0.03% | |
| LW | D | -0.03% | |
| LSTR | F | -0.03% | |
| ARMK | C | -0.03% | |
| PRI | B | -0.03% | |
| WST | D | -0.03% | |
| BWA | C | -0.03% | |
| CBT | B | -0.03% | |
| ALSN | A | -0.03% | |
| ITT | B | -0.03% | |
| AVT | B | -0.03% | |
| BERY | C | -0.03% | |
| MKTX | B | -0.03% | |
| JKHY | B | -0.03% | |
| DCI | C | -0.03% | |
| WH | C | -0.03% | |
| COLM | D | -0.02% | |
| NEU | F | -0.02% | |
| BSY | D | -0.02% | |
| TECH | D | -0.02% | |
| WWD | C | -0.02% | |
| AIT | B | -0.02% | |
| HEI | C | -0.02% | |
| RRC | C | -0.02% | |
| JBL | B | -0.02% | |
| MMS | C | -0.02% | |
| SM | C | -0.02% | |
| TTEK | A | -0.02% | |
| WMS | D | -0.02% | |
| HLNE | A | -0.02% | |
| TKO | A | -0.02% | |
| AMKR | F | -0.02% | |
| EXP | B | -0.02% | |
| OLED | B | -0.02% | |
| MORN | C | -0.02% | |
| MTDR | D | -0.02% | |
| CASY | D | -0.02% | |
| PAYC | D | -0.02% | |
| FIX | A | -0.02% | |
| ASH | F | -0.02% | |
| LPX | A | -0.02% | |
| CW | B | -0.02% | |
| SIGI | D | -0.02% | |
| UHS | D | -0.02% | |
| PR | D | -0.02% | |
| TER | C | -0.02% | |
| EHC | C | -0.02% | |
| BYD | B | -0.02% | |
| FSS | D | -0.01% | |
| NFE | F | -0.01% | |
| HXL | F | -0.01% | |
| ASO | D | -0.01% | |
| MOG.A | C | -0.01% | |
| CNXC | F | -0.01% | |
| BCC | B | -0.01% | |
| PVH | F | -0.01% | |
| COKE | D | -0.01% | |
| VNT | F | -0.01% | |
| AMG | B | -0.01% | |
| LFUS | C | -0.01% | |
| AEO | D | -0.01% | |
| KNSL | D | -0.01% | |
| LEN | C | -0.01% | |
| IPAR | D | -0.01% | |
| PFSI | C | -0.01% | |
| H | C | -0.01% | |
| IBP | C | -0.01% | |
| CHE | D | -0.01% | |
| WCC | D | -0.01% | |
| DLB | D | -0.01% | |
| UFPI | C | -0.01% | |
| AAON | A | -0.01% | |
| ZWS | A | -0.01% | |
| BRKR | D | -0.01% | |
| CHX | B | -0.01% | |
| SNDR | C | -0.01% | |
| EXPO | B | -0.01% | |
| ORA | C | -0.01% | |
| AWI | B | -0.01% | |
| NSP | F | -0.01% | |
| CHDN | D | -0.01% | |
| POWI | F | -0.0% | |
| FUL | F | -0.0% | |
| BMI | A | -0.0% |
USMC: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Semiconductors
Banks - Global
Credit Services
Discount Stores
Internet Content & Information
Auto Manufacturers
Consumer Electronics
Health Care Plans
Home Improvement Stores
Household & Personal Products
Insurance - Diversified
Media - Diversified
Oil & Gas Integrated
Software - Infrastructure
Specialty Retail
DGRW: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Diversified Industrials
Business Services
Capital Markets
Aerospace & Defense
Semiconductors
Specialty Chemicals
Asset Management
Building Materials
Restaurants
Credit Services
Specialty Retail
Insurance - Property & Casualty
Integrated Shipping & Logistics
Auto Parts
Chemicals
Drug Manufacturers - Major
Industrial Distribution
Semiconductor Equipment & Materials
Health Care Plans
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