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

Large Blend | NASDAQ, USA | Market Cap: 3.565m USD | 12M Return: 17% | Charts, Fundamentals & Technical Analysis

Mega-Cap Stocks, Large-Cap Equities, U.S. Equities, Blue-Chip Stocks
Total Rating 59
Safety 49
Buy Signal -0.02
Large Blend
Category Rotation: -3.7
TER: 0.12%
AUM: 3.57B
Avg Turnover: 5.67M
Risk 3d forecast
Volatility13.1%
VaR 5th Pctl2.43%
VaR vs Median3.58%
Reward TTM
Sharpe Ratio1.02
Rel. Str. IBD51.1
Rel. Str. Peer Group71.2
Character TTM
Beta0.910
Beta Downside0.878
Hurst Exponent0.491
Drawdowns 3y
Max DD19.12%
CAGR/Max DD1.00
CAGR/Mean DD8.23

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 8.7 years of data

Jan +0.5% 9
Feb -2.3% 25
Mar -0.8% 7
Apr -0.9% 11
May +1.3% 13
Jun +0.1% 1
Jul +0.7% 13
Aug +0.7% 10
Sep -2.7% 23
Oct -1.4% 9
Nov +1.2% 11
Dec +0.4% 7

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 July 27, 2026, the stock is trading at USD 73.58 with a total of 91,765 shares traded. Over the past week, the price has changed by -0.25%, over one month by +1.32%, over three months by +5.56% and over the past year by +16.98%.

Current recommended Stop Loss: 72.50 (which is 1.5% or 1.4 ATR below the current price).

Is USMC a buy, sell or hold?

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