USMC vs. PWS ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to Pacer WealthShield ETF (PWS)
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
$59.49
Average Daily Volume
57,211
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
PWS
Pacer WealthShield ETF
PWS Description
The investment seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.45
Average Daily Volume
1,845
Number of Holdings
*
217
* may have additional holdings in another (foreign) market
Performance
| Period | USMC | PWS |
|---|---|---|
| 30 Days | 3.90% | 4.72% |
| 60 Days | 4.90% | -1.94% |
| 90 Days | 6.95% | 1.22% |
| 12 Months | 32.27% | 21.11% |
11 Overlapping Holdings
| Symbol | Grade | Weight in USMC | Weight in PWS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.63% | 4.27% | 4.27% | |
| AMD | F | 2.16% | 0.27% | 0.27% | |
| AMZN | C | 3.6% | 7.58% | 3.6% | |
| AVGO | D | 3.4% | 0.93% | 0.93% | |
| COST | B | 2.8% | 2.9% | 2.8% | |
| HD | A | 3.18% | 1.59% | 1.59% | |
| MSFT | F | 6.2% | 3.79% | 3.79% | |
| NVDA | C | 4.85% | 4.4% | 4.4% | |
| PG | A | 4.59% | 2.84% | 2.84% | |
| TSLA | B | 3.62% | 3.8% | 3.62% | |
| WMT | A | 3.31% | 2.67% | 2.67% |
USMC Underweight 206 Positions Relative to PWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | D | -2.58% | |
| PLD | D | -1.88% | |
| KO | D | -1.72% | |
| AMT | D | -1.66% | |
| SO | D | -1.57% | |
| PEP | F | -1.54% | |
| EQIX | A | -1.54% | |
| PM | B | -1.43% | |
| DUK | C | -1.43% | |
| WELL | A | -1.41% | |
| CEG | D | -1.2% | |
| DLR | B | -1.01% | |
| SPG | B | -0.98% | |
| SRE | A | -0.96% | |
| PSA | D | -0.93% | |
| O | D | -0.88% | |
| VST | B | -0.87% | |
| MCD | D | -0.84% | |
| AEP | D | -0.84% | |
| CCI | D | -0.8% | |
| D | C | -0.79% | |
| PEG | A | -0.74% | |
| PCG | A | -0.74% | |
| CBRE | B | -0.7% | |
| MO | A | -0.68% | |
| BKNG | A | -0.68% | |
| XEL | A | -0.64% | |
| EXC | C | -0.63% | |
| EXR | D | -0.62% | |
| MDLZ | F | -0.61% | |
| VICI | C | -0.6% | |
| LOW | D | -0.6% | |
| IRM | D | -0.6% | |
| AVB | B | -0.57% | |
| CSGP | D | -0.55% | |
| ED | D | -0.55% | |
| CL | D | -0.54% | |
| TJX | A | -0.54% | |
| EIX | B | -0.54% | |
| ETR | B | -0.53% | |
| WEC | A | -0.51% | |
| VTR | C | -0.47% | |
| EQR | B | -0.45% | |
| SBUX | A | -0.45% | |
| AWK | D | -0.44% | |
| SBAC | D | -0.42% | |
| PPL | B | -0.41% | |
| DTE | C | -0.41% | |
| TGT | F | -0.4% | |
| AEE | A | -0.4% | |
| CRM | B | -0.39% | |
| WY | D | -0.39% | |
| ORCL | B | -0.37% | |
| ATO | A | -0.37% | |
| ES | D | -0.36% | |
| FE | C | -0.35% | |
| NKE | D | -0.35% | |
| INVH | D | -0.34% | |
| ESS | B | -0.34% | |
| MAA | B | -0.33% | |
| CNP | B | -0.33% | |
| CMS | C | -0.33% | |
| NRG | B | -0.32% | |
| KVUE | A | -0.32% | |
| CMG | B | -0.32% | |
| KMB | D | -0.32% | |
| KIM | A | -0.3% | |
| ARE | D | -0.29% | |
| ORLY | B | -0.28% | |
| CSCO | B | -0.28% | |
| KR | B | -0.27% | |
| ADBE | C | -0.27% | |
| NI | A | -0.27% | |
| ACN | C | -0.27% | |
| KDP | D | -0.26% | |
| LNT | A | -0.26% | |
| MAR | B | -0.26% | |
| NOW | A | -0.26% | |
| STZ | D | -0.26% | |
| DOC | D | -0.26% | |
| MNST | C | -0.26% | |
| GIS | D | -0.25% | |
| SYY | B | -0.25% | |
| ABNB | C | -0.24% | |
| EVRG | A | -0.24% | |
| IBM | C | -0.24% | |
| GM | B | -0.24% | |
| HLT | A | -0.24% | |
| UDR | B | -0.23% | |
| TXN | C | -0.22% | |
| INTU | C | -0.22% | |
| RCL | A | -0.22% | |
| CPT | B | -0.22% | |
| QCOM | F | -0.21% | |
| AZO | C | -0.21% | |
| REG | B | -0.21% | |
| HST | C | -0.21% | |
| BXP | D | -0.2% | |
| DHI | D | -0.19% | |
| CHD | B | -0.19% | |
| KHC | F | -0.19% | |
| ADM | D | -0.18% | |
| HSY | F | -0.18% | |
| ROST | C | -0.18% | |
| F | C | -0.17% | |
| PNW | B | -0.17% | |
| AMAT | F | -0.17% | |
| LEN | D | -0.16% | |
| CLX | B | -0.15% | |
| YUM | B | -0.15% | |
| FRT | B | -0.15% | |
| K | A | -0.15% | |
| PLTR | B | -0.15% | |
| AES | F | -0.15% | |
| PANW | C | -0.15% | |
| MKC | D | -0.14% | |
| LULU | C | -0.14% | |
| GRMN | B | -0.13% | |
| TSN | B | -0.13% | |
| ADI | D | -0.13% | |
| MU | D | -0.13% | |
| TSCO | D | -0.12% | |
| EBAY | D | -0.12% | |
| ANET | C | -0.12% | |
| INTC | D | -0.12% | |
| PHM | D | -0.11% | |
| DECK | A | -0.11% | |
| EL | F | -0.11% | |
| LRCX | F | -0.11% | |
| DG | F | -0.11% | |
| CRWD | B | -0.1% | |
| SNPS | B | -0.1% | |
| CCL | B | -0.1% | |
| MSI | B | -0.1% | |
| KLAC | D | -0.1% | |
| CDNS | B | -0.1% | |
| APH | A | -0.1% | |
| BG | F | -0.09% | |
| EXPE | B | -0.09% | |
| DLTR | F | -0.09% | |
| NVR | D | -0.09% | |
| CAG | D | -0.09% | |
| DRI | B | -0.08% | |
| LW | C | -0.08% | |
| ADSK | A | -0.08% | |
| SJM | D | -0.08% | |
| ULTA | F | -0.07% | |
| GPC | D | -0.07% | |
| BBY | D | -0.07% | |
| NXPI | D | -0.07% | |
| FICO | B | -0.07% | |
| LVS | C | -0.07% | |
| ROP | B | -0.07% | |
| FTNT | C | -0.07% | |
| TAP | C | -0.07% | |
| APTV | D | -0.06% | |
| CPB | D | -0.06% | |
| DPZ | C | -0.06% | |
| HRL | D | -0.06% | |
| NCLH | B | -0.05% | |
| DELL | C | -0.05% | |
| CTSH | B | -0.05% | |
| KMX | B | -0.05% | |
| IT | C | -0.05% | |
| TPR | B | -0.05% | |
| POOL | C | -0.05% | |
| KEYS | A | -0.04% | |
| ANSS | B | -0.04% | |
| LKQ | D | -0.04% | |
| WBA | F | -0.04% | |
| MCHP | D | -0.04% | |
| HPQ | B | -0.04% | |
| GLW | B | -0.04% | |
| WDC | D | -0.03% | |
| TDY | B | -0.03% | |
| PTC | A | -0.03% | |
| MHK | D | -0.03% | |
| CDW | F | -0.03% | |
| TYL | B | -0.03% | |
| BWA | D | -0.03% | |
| NTAP | C | -0.03% | |
| HAS | D | -0.03% | |
| GDDY | A | -0.03% | |
| CZR | F | -0.03% | |
| RL | B | -0.03% | |
| HPE | B | -0.03% | |
| MPWR | F | -0.03% | |
| WYNN | D | -0.03% | |
| MGM | D | -0.03% | |
| ON | D | -0.03% | |
| SMCI | F | -0.02% | |
| SWKS | F | -0.02% | |
| AKAM | D | -0.02% | |
| EPAM | C | -0.02% | |
| FFIV | B | -0.02% | |
| JBL | B | -0.02% | |
| VRSN | F | -0.02% | |
| GEN | B | -0.02% | |
| TER | D | -0.02% | |
| TRMB | B | -0.02% | |
| FSLR | F | -0.02% | |
| ZBRA | B | -0.02% | |
| STX | D | -0.02% | |
| QRVO | F | -0.01% | |
| ENPH | F | -0.01% | |
| JNPR | 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
PWS: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Software - Application
Semiconductors
Packaged Foods
Specialty Retail
Household & Personal Products
REIT - Residential
Utilities - Diversified
Information Technology Services
Leisure
Restaurants
Software - Infrastructure
Discount Stores
REIT - Retail
Semiconductor Equipment & Materials
Beverages - Soft Drinks
Communication Equipment
Residential Construction
Resorts & Casinos
Scientific & Technical Instruments
Keywords:
S&P 500
Nasdaq 100
Computing
Electricity
Real Estate Investment Trust
Natural Gas
Electronics
Semiconductor
Dow Jones Component
Integrated Circuits
Department Store
Work From Home
Cloud Computing
Drink
Food Products
Mobile Devices
Real Estate Market
Telecommunications
Grocery Store
Operating System
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