USMC vs. IVV ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to iShares Core S&P 500 ETF (IVV)
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
$57.09
Average Daily Volume
44,550
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
IVV
iShares Core S&P 500 ETF
IVV Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$575.69
Average Daily Volume
4,591,928
Number of Holdings
*
502
* may have additional holdings in another (foreign) market
Performance
| Period | USMC | IVV |
|---|---|---|
| 30 Days | 3.99% | 4.30% |
| 60 Days | 11.94% | 11.10% |
| 90 Days | 3.47% | 3.62% |
| 12 Months | 34.84% | 36.94% |
25 Overlapping Holdings
| Symbol | Grade | Weight in USMC | Weight in IVV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.82% | 7.11% | 6.82% | |
| ABBV | C | 3.24% | 0.72% | 0.72% | |
| AMD | C | 2.6% | 0.53% | 0.53% | |
| AMZN | C | 3.46% | 3.58% | 3.46% | |
| AVGO | B | 3.75% | 1.61% | 1.61% | |
| BAC | B | 2.69% | 0.55% | 0.55% | |
| BRK.A | B | 5.11% | 1.73% | 1.73% | |
| COST | C | 2.75% | 0.8% | 0.8% | |
| GOOGL | B | 4.01% | 2.02% | 2.02% | |
| HD | A | 3.39% | 0.84% | 0.84% | |
| JNJ | D | 3.03% | 0.81% | 0.81% | |
| JPM | C | 4.52% | 1.22% | 1.22% | |
| LLY | D | 2.7% | 1.44% | 1.44% | |
| MA | A | 4.73% | 0.85% | 0.85% | |
| META | A | 4.78% | 2.6% | 2.6% | |
| MRK | F | 2.46% | 0.6% | 0.6% | |
| MSFT | D | 6.47% | 6.47% | 6.47% | |
| NFLX | A | 4.74% | 0.63% | 0.63% | |
| NVDA | B | 4.35% | 5.95% | 4.35% | |
| PG | D | 4.57% | 0.84% | 0.84% | |
| TSLA | C | 2.76% | 1.48% | 1.48% | |
| UNH | B | 4.4% | 1.11% | 1.11% | |
| V | B | 4.6% | 0.96% | 0.96% | |
| WMT | A | 3.17% | 0.73% | 0.73% | |
| XOM | A | 4.78% | 1.1% | 1.1% |
USMC Overweight 0 Positions Relative to IVV
| Symbol | Grade | Weight |
|---|
USMC Underweight 477 Positions Relative to IVV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | B | -1.67% | |
| KO | C | -0.58% | |
| ORCL | A | -0.55% | |
| CRM | B | -0.54% | |
| CVX | B | -0.53% | |
| PEP | F | -0.49% | |
| TMO | D | -0.48% | |
| LIN | C | -0.47% | |
| ACN | B | -0.46% | |
| ADBE | F | -0.46% | |
| MCD | A | -0.45% | |
| CSCO | A | -0.44% | |
| GE | B | -0.42% | |
| IBM | A | -0.42% | |
| ABT | C | -0.41% | |
| PM | D | -0.39% | |
| WFC | B | -0.39% | |
| CAT | A | -0.39% | |
| VZ | C | -0.39% | |
| TXN | C | -0.38% | |
| QCOM | D | -0.38% | |
| NOW | B | -0.37% | |
| ISRG | C | -0.36% | |
| AMGN | D | -0.36% | |
| NEE | C | -0.36% | |
| DHR | D | -0.36% | |
| INTU | F | -0.35% | |
| DIS | D | -0.35% | |
| PFE | D | -0.34% | |
| AMAT | C | -0.34% | |
| SPGI | C | -0.34% | |
| RTX | A | -0.34% | |
| T | B | -0.33% | |
| CMCSA | B | -0.33% | |
| GS | B | -0.32% | |
| LOW | C | -0.32% | |
| UBER | C | -0.32% | |
| PGR | B | -0.31% | |
| UNP | F | -0.31% | |
| AXP | A | -0.31% | |
| HON | C | -0.28% | |
| BKNG | B | -0.28% | |
| LMT | A | -0.27% | |
| BLK | A | -0.27% | |
| MS | A | -0.27% | |
| ETN | B | -0.27% | |
| TJX | D | -0.27% | |
| BSX | A | -0.26% | |
| COP | D | -0.26% | |
| ELV | F | -0.25% | |
| VRTX | D | -0.25% | |
| SYK | C | -0.25% | |
| ADP | A | -0.24% | |
| PLD | D | -0.24% | |
| MDT | C | -0.24% | |
| C | B | -0.24% | |
| BX | C | -0.23% | |
| MMC | D | -0.23% | |
| CB | A | -0.23% | |
| SBUX | B | -0.23% | |
| ADI | B | -0.23% | |
| REGN | D | -0.23% | |
| MU | D | -0.23% | |
| LRCX | D | -0.22% | |
| FI | A | -0.22% | |
| GILD | A | -0.22% | |
| PANW | B | -0.22% | |
| DE | C | -0.22% | |
| NKE | D | -0.22% | |
| BMY | A | -0.22% | |
| AMT | D | -0.22% | |
| SO | A | -0.21% | |
| TMUS | A | -0.21% | |
| KLAC | B | -0.21% | |
| SCHW | D | -0.2% | |
| INTC | D | -0.2% | |
| CI | D | -0.2% | |
| MDLZ | D | -0.2% | |
| UPS | D | -0.2% | |
| ANET | A | -0.2% | |
| DUK | C | -0.19% | |
| BA | F | -0.19% | |
| ICE | A | -0.19% | |
| MO | D | -0.18% | |
| TT | A | -0.18% | |
| KKR | A | -0.18% | |
| ZTS | C | -0.18% | |
| SHW | C | -0.18% | |
| TDG | A | -0.17% | |
| PH | A | -0.17% | |
| CME | A | -0.17% | |
| CEG | A | -0.17% | |
| CL | D | -0.17% | |
| EQIX | C | -0.17% | |
| MMM | C | -0.16% | |
| HCA | C | -0.16% | |
| AON | A | -0.16% | |
| WM | B | -0.16% | |
| SNPS | F | -0.16% | |
| APH | D | -0.16% | |
| CVS | D | -0.16% | |
| CMG | C | -0.16% | |
| GD | C | -0.16% | |
| PYPL | A | -0.16% | |
| TGT | C | -0.15% | |
| GEV | A | -0.15% | |
| ITW | C | -0.15% | |
| PNC | C | -0.15% | |
| CDNS | D | -0.15% | |
| EOG | B | -0.15% | |
| FCX | B | -0.15% | |
| PLTR | A | -0.15% | |
| WELL | C | -0.15% | |
| MCO | D | -0.15% | |
| NOC | B | -0.15% | |
| MSI | A | -0.15% | |
| CARR | A | -0.14% | |
| CSX | D | -0.14% | |
| ORLY | A | -0.14% | |
| USB | C | -0.14% | |
| CTAS | C | -0.14% | |
| BDX | C | -0.14% | |
| FDX | F | -0.13% | |
| SLB | D | -0.13% | |
| NEM | C | -0.13% | |
| EMR | B | -0.13% | |
| AJG | C | -0.13% | |
| CRWD | D | -0.13% | |
| ECL | C | -0.13% | |
| MCK | F | -0.13% | |
| APD | C | -0.13% | |
| PSX | D | -0.12% | |
| TFC | D | -0.12% | |
| COF | A | -0.12% | |
| NSC | C | -0.12% | |
| WMB | A | -0.12% | |
| DHI | C | -0.12% | |
| HLT | A | -0.12% | |
| PSA | C | -0.12% | |
| AFL | A | -0.12% | |
| MAR | A | -0.12% | |
| ADSK | B | -0.12% | |
| ROP | D | -0.12% | |
| NXPI | F | -0.12% | |
| JCI | C | -0.11% | |
| PCAR | D | -0.11% | |
| CCI | D | -0.11% | |
| SPG | A | -0.11% | |
| BK | A | -0.11% | |
| SRE | C | -0.11% | |
| TRV | B | -0.11% | |
| URI | C | -0.11% | |
| OKE | A | -0.11% | |
| AZO | D | -0.11% | |
| AEP | C | -0.11% | |
| O | C | -0.11% | |
| ABNB | D | -0.11% | |
| MPC | D | -0.11% | |
| CPRT | B | -0.1% | |
| GWW | B | -0.1% | |
| AMP | A | -0.1% | |
| LHX | A | -0.1% | |
| AIG | C | -0.1% | |
| FICO | C | -0.1% | |
| KMB | D | -0.1% | |
| MET | A | -0.1% | |
| FTNT | A | -0.1% | |
| D | A | -0.1% | |
| DLR | C | -0.1% | |
| ROST | D | -0.1% | |
| ALL | A | -0.1% | |
| GM | D | -0.1% | |
| HWM | A | -0.09% | |
| GIS | C | -0.09% | |
| OTIS | A | -0.09% | |
| MCHP | F | -0.09% | |
| GEHC | C | -0.09% | |
| F | D | -0.09% | |
| VST | A | -0.09% | |
| PCG | C | -0.09% | |
| ACGL | A | -0.09% | |
| PRU | B | -0.09% | |
| A | B | -0.09% | |
| MPWR | B | -0.09% | |
| PWR | A | -0.09% | |
| KMI | A | -0.09% | |
| KVUE | C | -0.09% | |
| VLO | F | -0.09% | |
| TEL | D | -0.09% | |
| CMI | A | -0.09% | |
| PAYX | B | -0.09% | |
| PEG | A | -0.09% | |
| MSCI | B | -0.09% | |
| LEN | C | -0.09% | |
| FIS | A | -0.09% | |
| ED | C | -0.08% | |
| MNST | D | -0.08% | |
| XEL | C | -0.08% | |
| BKR | B | -0.08% | |
| DD | C | -0.08% | |
| ODFL | F | -0.08% | |
| CBRE | C | -0.08% | |
| KR | C | -0.08% | |
| CTSH | B | -0.08% | |
| EXR | D | -0.08% | |
| DOW | B | -0.08% | |
| SYY | D | -0.08% | |
| VRSK | D | -0.08% | |
| HES | D | -0.08% | |
| IT | A | -0.08% | |
| CNC | F | -0.08% | |
| COR | F | -0.08% | |
| YUM | C | -0.08% | |
| AME | C | -0.08% | |
| EW | F | -0.08% | |
| KDP | C | -0.08% | |
| IR | A | -0.08% | |
| IQV | F | -0.08% | |
| CTVA | A | -0.08% | |
| STZ | D | -0.08% | |
| FAST | C | -0.08% | |
| EXC | C | -0.08% | |
| IDXX | D | -0.08% | |
| RCL | B | -0.08% | |
| RSG | D | -0.08% | |
| AVB | C | -0.07% | |
| WAB | A | -0.07% | |
| TSCO | A | -0.07% | |
| CHTR | D | -0.07% | |
| DAL | C | -0.07% | |
| EBAY | A | -0.07% | |
| DELL | C | -0.07% | |
| XYL | C | -0.07% | |
| VMC | D | -0.07% | |
| MLM | F | -0.07% | |
| TRGP | A | -0.07% | |
| FANG | D | -0.07% | |
| HUM | F | -0.07% | |
| EIX | C | -0.07% | |
| HPQ | B | -0.07% | |
| EA | D | -0.07% | |
| DFS | A | -0.07% | |
| GLW | C | -0.07% | |
| VICI | C | -0.07% | |
| HIG | A | -0.07% | |
| IRM | B | -0.07% | |
| RMD | C | -0.07% | |
| OXY | D | -0.07% | |
| EFX | D | -0.07% | |
| NUE | D | -0.07% | |
| DTE | B | -0.06% | |
| CAH | B | -0.06% | |
| KEYS | B | -0.06% | |
| FTV | C | -0.06% | |
| VLTO | A | -0.06% | |
| ANSS | D | -0.06% | |
| BIIB | F | -0.06% | |
| HSY | D | -0.06% | |
| FITB | C | -0.06% | |
| AWK | D | -0.06% | |
| ETR | A | -0.06% | |
| ADM | F | -0.06% | |
| AXON | A | -0.06% | |
| MTB | A | -0.06% | |
| CDW | D | -0.06% | |
| PHM | C | -0.06% | |
| ROK | D | -0.06% | |
| NDAQ | C | -0.06% | |
| ON | F | -0.06% | |
| PPG | D | -0.06% | |
| WTW | C | -0.06% | |
| WEC | B | -0.06% | |
| NVR | C | -0.06% | |
| CSGP | F | -0.06% | |
| LULU | D | -0.06% | |
| KHC | F | -0.06% | |
| MTD | C | -0.06% | |
| WDC | C | -0.05% | |
| ZBH | F | -0.05% | |
| CPAY | A | -0.05% | |
| CBOE | B | -0.05% | |
| LDOS | A | -0.05% | |
| STX | C | -0.05% | |
| EL | D | -0.05% | |
| BLDR | C | -0.05% | |
| RJF | B | -0.05% | |
| FE | C | -0.05% | |
| HUBB | A | -0.05% | |
| STE | D | -0.05% | |
| AEE | A | -0.05% | |
| DECK | B | -0.05% | |
| TROW | D | -0.05% | |
| SW | C | -0.05% | |
| ES | D | -0.05% | |
| WY | C | -0.05% | |
| PPL | C | -0.05% | |
| TTWO | D | -0.05% | |
| TYL | D | -0.05% | |
| BRO | A | -0.05% | |
| DVN | F | -0.05% | |
| LYB | B | -0.05% | |
| NTAP | D | -0.05% | |
| BR | B | -0.05% | |
| EQR | C | -0.05% | |
| GPN | F | -0.05% | |
| CHD | D | -0.05% | |
| FSLR | C | -0.05% | |
| STT | A | -0.05% | |
| HPE | B | -0.05% | |
| SBAC | C | -0.05% | |
| DOV | C | -0.05% | |
| IFF | D | -0.05% | |
| VTR | C | -0.05% | |
| HAL | D | -0.05% | |
| DXCM | F | -0.05% | |
| GRMN | D | -0.05% | |
| TSN | D | -0.04% | |
| IP | C | -0.04% | |
| DGX | D | -0.04% | |
| EG | A | -0.04% | |
| ALGN | D | -0.04% | |
| WRB | C | -0.04% | |
| FDS | C | -0.04% | |
| LYV | A | -0.04% | |
| AVY | D | -0.04% | |
| CTRA | D | -0.04% | |
| NTRS | B | -0.04% | |
| CFG | C | -0.04% | |
| LUV | B | -0.04% | |
| ULTA | D | -0.04% | |
| EXPD | D | -0.04% | |
| PFG | A | -0.04% | |
| WBD | F | -0.04% | |
| CCL | C | -0.04% | |
| ARE | D | -0.04% | |
| EXPE | B | -0.04% | |
| MAS | C | -0.04% | |
| LVS | B | -0.04% | |
| LH | D | -0.04% | |
| MAA | D | -0.04% | |
| UAL | A | -0.04% | |
| STLD | C | -0.04% | |
| DG | F | -0.04% | |
| HOLX | D | -0.04% | |
| APTV | D | -0.04% | |
| ZBRA | B | -0.04% | |
| ESS | D | -0.04% | |
| BAX | D | -0.04% | |
| NRG | A | -0.04% | |
| PKG | B | -0.04% | |
| SYF | A | -0.04% | |
| DRI | C | -0.04% | |
| GPC | D | -0.04% | |
| CNP | B | -0.04% | |
| INVH | D | -0.04% | |
| BBY | C | -0.04% | |
| MOH | F | -0.04% | |
| OMC | C | -0.04% | |
| SMCI | F | -0.04% | |
| CLX | C | -0.04% | |
| BALL | C | -0.04% | |
| TDY | A | -0.04% | |
| RF | B | -0.04% | |
| HBAN | B | -0.04% | |
| TER | C | -0.04% | |
| PTC | B | -0.04% | |
| MKC | C | -0.04% | |
| CMS | A | -0.04% | |
| WAT | B | -0.04% | |
| CINF | A | -0.04% | |
| EQT | C | -0.04% | |
| COO | C | -0.04% | |
| ATO | A | -0.04% | |
| GDDY | B | -0.04% | |
| MRNA | F | -0.04% | |
| K | B | -0.04% | |
| WST | D | -0.04% | |
| KMX | F | -0.03% | |
| TECH | D | -0.03% | |
| HST | D | -0.03% | |
| ALLE | A | -0.03% | |
| FFIV | B | -0.03% | |
| JNPR | C | -0.03% | |
| CHRW | C | -0.03% | |
| SJM | D | -0.03% | |
| EMN | C | -0.03% | |
| CPT | C | -0.03% | |
| JKHY | A | -0.03% | |
| UHS | D | -0.03% | |
| ERIE | A | -0.03% | |
| UDR | C | -0.03% | |
| JBL | C | -0.03% | |
| JBHT | D | -0.03% | |
| VTRS | D | -0.03% | |
| BG | F | -0.03% | |
| EVRG | C | -0.03% | |
| ROL | C | -0.03% | |
| NDSN | C | -0.03% | |
| DLTR | F | -0.03% | |
| POOL | D | -0.03% | |
| AES | C | -0.03% | |
| L | C | -0.03% | |
| GEN | A | -0.03% | |
| CE | D | -0.03% | |
| TRMB | B | -0.03% | |
| ENPH | F | -0.03% | |
| KEY | B | -0.03% | |
| DPZ | D | -0.03% | |
| AKAM | D | -0.03% | |
| SNA | C | -0.03% | |
| SWKS | F | -0.03% | |
| RVTY | C | -0.03% | |
| MRO | B | -0.03% | |
| KIM | C | -0.03% | |
| NI | A | -0.03% | |
| LNT | B | -0.03% | |
| CAG | D | -0.03% | |
| VRSN | C | -0.03% | |
| CF | A | -0.03% | |
| DOC | C | -0.03% | |
| PNR | C | -0.03% | |
| IEX | D | -0.03% | |
| AMCR | C | -0.03% | |
| TXT | F | -0.03% | |
| PODD | C | -0.03% | |
| J | F | -0.03% | |
| SWK | C | -0.03% | |
| DVA | C | -0.02% | |
| RL | B | -0.02% | |
| IVZ | A | -0.02% | |
| BWA | C | -0.02% | |
| PAYC | D | -0.02% | |
| FMC | C | -0.02% | |
| MHK | C | -0.02% | |
| FRT | D | -0.02% | |
| MOS | F | -0.02% | |
| NCLH | C | -0.02% | |
| CZR | B | -0.02% | |
| MGM | D | -0.02% | |
| HSIC | D | -0.02% | |
| HRL | F | -0.02% | |
| WYNN | B | -0.02% | |
| SOLV | C | -0.02% | |
| GL | C | -0.02% | |
| LW | D | -0.02% | |
| QRVO | F | -0.02% | |
| APA | F | -0.02% | |
| FOXA | B | -0.02% | |
| GNRC | B | -0.02% | |
| CPB | D | -0.02% | |
| HAS | A | -0.02% | |
| DAY | C | -0.02% | |
| MKTX | B | -0.02% | |
| MTCH | B | -0.02% | |
| NWSA | D | -0.02% | |
| CRL | F | -0.02% | |
| TAP | D | -0.02% | |
| PNW | C | -0.02% | |
| AIZ | B | -0.02% | |
| HII | F | -0.02% | |
| LKQ | F | -0.02% | |
| TPR | B | -0.02% | |
| AOS | C | -0.02% | |
| INCY | B | -0.02% | |
| CTLT | A | -0.02% | |
| ALB | D | -0.02% | |
| EPAM | F | -0.02% | |
| TFX | C | -0.02% | |
| BXP | B | -0.02% | |
| IPG | D | -0.02% | |
| REG | C | -0.02% | |
| NWS | D | -0.01% | |
| AMTM | D | -0.01% | |
| FOX | B | -0.01% | |
| BEN | F | -0.01% | |
| WBA | F | -0.01% | |
| PARA | F | -0.01% |
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
IVV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Utilities - Regulated Electric
Business Services
Semiconductors
Diagnostics & Research
Asset Management
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Medical Instruments & Supplies
Packaged Foods
Medical Devices
Specialty Retail
Credit Services
Health Care Plans
Household & Personal Products
Information Technology Services
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