USMC ETF Analysis: Principal U.S. Mega-Cap | NASDAQ

Large Blend | NASDAQ, USA | Market Cap: 5.160m USD | 12M Return: 15.7% | US74255Y8701 | Charts, Fundamentals & Technical Analysis

Mega-Cap Stocks, Large-Cap Equities, U.S. Equities, Blue-Chip Stocks
Total Rating 61
Safety 60
Buy Signal 0.00
Large Blend
Category Rotation: +9.0
TER: 0.12%
AUM: 5.16B
Avg Turnover: 4.61M
Risk 3d forecast
Volatility11.1%
VaR 5th Pctl2.05%
VaR vs Median2.80%
Reward TTM
Sharpe Ratio0.90
Rel. Str. IBD64.7
Rel. Str. Peer Group79.9
Character TTM
Beta0.921
Beta Downside0.912
Hurst Exponent0.475
Drawdowns 3y
Max DD19.12%
CAGR/Max DD1.22
CAGR/Mean DD11.13

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 9 years of data

Jan -0.5% 0
Feb -1.4% 30
Mar -0.6% 14
Apr +0.9% 12
May +0.8% 18
Jun +0.6% 2
Jul +0.2% 14
Aug +0.5% 14
Sep -5.2% 46
Oct -1.9% 27
Nov +2.3% 27
Dec -0.8% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

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 September 27, 2026, the stock is trading at USD 77.53 with a total of 44,786 shares traded. Over the past week, the price has changed by +1.78%, over one month by +1.87%, over three months by +6.66% and over the past year by +15.74%.

Current recommended Stop Loss: 76.20 (which is 1.7% or 2 ATR below the current price).

Is USMC a buy, sell or hold?

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