Skip to content
Beacon

USMCPrincipal U.S. Mega-Cap ETF

Grow my money#245 of 2944 for Grow my money

Seeks long-term growth of capital.

Principal Funds · Since 2017 (8 years)

Annual Cost

0.12%

#453 out of 5,332 ETFs

Fund Size

$2.9B

#533 out of 5,332 ETFs

Dividend Yield

0.84%

Track Record

8 years

#1656 out of 5,332 ETFs

Performance

1 Year

+25.4%

3 Years

+22.6%

5 Years

+14.3%

What's inside

Asset class
Strategy
index tracking
Cap
mega

Asset allocation

Stocks
99.7%
Cash
0.3%

Sector breakdown

Technology
26.7%
Financial Services
20.4%
Communication
14.2%
Consumer Defensive
10.2%
Healthcare
9.2%
Consumer Cyclical
8.2%
Energy
5.7%
Industrials
5.4%

Top holdings

NVIDIA CorpNVDA7.6%
Apple IncAAPL6.7%
Alphabet Inc Class AGOOGL5.4%
Microsoft CorpMSFT4.9%
Netflix IncNFLX4.6%
Costco Wholesale CorpCOST4.6%
JPMorgan Chase & CoJPM4.6%
Broadcom IncAVGO4.5%
Mastercard Inc Class AMA4.5%
Visa Inc Class AV4.4%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-30.0%

Worst peak-to-trough loss

Sharpe (3Y)

1.21

Excellent risk-adjusted returns

Sortino (3Y)

1.79

Good downside protection

Similar ETFs

Data updated on 2026-05-05