USMC vs. LRGE ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to ClearBridge Large Cap Growth ESG ETF (LRGE)
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
$59.52
Average Daily Volume
55,696
25
LRGE
ClearBridge Large Cap Growth ESG ETF
LRGE Description
The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.Grade (RS Rating)
Last Trade
$76.37
Average Daily Volume
11,149
39
Performance
| Period | USMC | LRGE |
|---|---|---|
| 30 Days | 3.54% | 2.88% |
| 60 Days | 5.26% | 4.12% |
| 90 Days | 7.13% | 6.59% |
| 12 Months | 32.41% | 34.17% |
11 Overlapping Holdings
| Symbol | Grade | Weight in USMC | Weight in LRGE | Overlap | |
|---|---|---|---|---|---|
| AAPL | B | 6.63% | 4.93% | 4.93% | |
| AMZN | C | 3.6% | 7.38% | 3.6% | |
| GOOGL | C | 4.09% | 1.68% | 1.68% | |
| LLY | F | 2.22% | 1.5% | 1.5% | |
| META | D | 4.64% | 4.83% | 4.64% | |
| MSFT | D | 6.2% | 6.84% | 6.2% | |
| NFLX | B | 5.5% | 4.07% | 4.07% | |
| NVDA | C | 4.85% | 10.46% | 4.85% | |
| TSLA | B | 3.62% | 1.66% | 1.66% | |
| UNH | B | 4.29% | 2.8% | 2.8% | |
| V | A | 4.81% | 4.94% | 4.81% |
USMC Underweight 28 Positions Relative to LRGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| PANW | C | -2.72% | |
| CRM | B | -2.47% | |
| GWW | A | -2.27% | |
| ETN | A | -2.11% | |
| ISRG | C | -2.07% | |
| PYPL | A | -1.99% | |
| UBER | D | -1.91% | |
| TSM | C | -1.86% | |
| INTU | C | -1.84% | |
| TMO | F | -1.83% | |
| EQIX | A | -1.8% | |
| SPGI | C | -1.71% | |
| SHW | A | -1.69% | |
| ADBE | C | -1.62% | |
| HON | B | -1.53% | |
| ASML | F | -1.49% | |
| MMC | A | -1.49% | |
| UNP | C | -1.48% | |
| ACN | B | -1.48% | |
| SYK | C | -1.45% | |
| ZTS | D | -1.4% | |
| WDAY | C | -1.35% | |
| MNST | B | -1.21% | |
| TGT | F | -1.12% | |
| ICE | D | -0.93% | |
| ABNB | C | -0.8% | |
| NEE | D | -0.58% | |
| SBUX | B | -0.57% |
USMC: Top Represented Industries & Keywords
LRGE: Top Represented Industries & Keywords
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