(USMC) Principal U.S. Mega-Cap - NASDAQ

ETF Category: Large Blend | Exchange: NASDAQ (USA) | Market Cap: 3.422m USD | Total Return: 18.6% in 12m

Mega-Cap Stocks, Large-Cap Equities, U.S. Equities, Blue-Chip Stocks
Total Rating 52
Safety 45
Buy Signal -0.28
Large Blend
Category Rotation: -12.0
TER: 0.12%
AUM: 3.42B
Avg Turnover: 3.89M
Risk 3d forecast
Volatility14.2%
VaR 5th Pctl2.67%
VaR vs Median4.08%
Reward TTM
Sharpe Ratio1.11
Rel. Str. IBD49.1
Rel. Str. Peer Group23.3
Character TTM
Beta0.913
Beta Downside0.893
Hurst Exponent0.489
Drawdowns 3y
Max DD19.12%
CAGR/Max DD1.05
CAGR/Mean DD8.64

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: USMC Principal U.S. Mega-Cap

The Principal U.S. Mega-Cap ETF (USMC) invests at least 80% of its net assets in equity securities of U.S. companies with mega market capitalizations, defined for this fund as those falling in the top 50th percentile of the S&P 500 Index at the time of purchase. The fund is structured as a non-diversified ETF listed on NASDAQ.

Mega-cap companies are typically the largest publicly traded U.S. corporations, historically concentrated in sectors such as technology, communications, and consumer discretionary. The S&P 500 Index, used here as the benchmark for defining mega-cap eligibility, is a market-capitalization-weighted index of 500 large-cap U.S. companies.

Headlines to Watch Out For
  • Mega-cap tech earnings growth drives ETF NAV higher
  • Interest rate cuts support high-multiple mega-cap valuations
  • Fee compression intensifies competition among mega-cap ETFs
What is the price of USMC shares?

As of June 29, 2026, the stock is trading at USD 72.76 with a total of 41,189 shares traded. Over the past week, the price has changed by -1.63%, over one month by -1.20%, over three months by +14.55% and over the past year by +18.61%.

Current recommended Stop Loss: 71.60 (which is 1.6% or 1.3 ATR below the current price).

Is USMC a buy, sell or hold?

Principal U.S. Mega-Cap has no consensus analysts rating.