Compare · 2 funds side by side · dividends reinvested

USMC and IWB

USMCPrincipal×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,971USMC · best of the two

02 / 04

USMC and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.4

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.74%+11.1%+9.8%+23.4%+13.7%−10.0%12.6%$4.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: USMC 2017 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Mega-Cap ETF · $4.9B$18,971

USMC

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 46.3% in common

USMCMeasureIWB

+11.1%Year to dateJan 1 → Nov 4+13.0%

+9.8%1 yearTotal return+13.2%

+23.4%3 years · per year$10,000 became $18,806 · $19,023+23.9%

+13.7%5 years · per year$10,000 became $18,971 · $17,459+11.8%

0.12%Expense ratio$12 · $15 a year on $10k · lower is better0.15%

0.74%Trailing 12-mo yield$74 · $91 a year on $10k0.91%

−10.0%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.9%

USMCIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IWB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMC vs IWB: Top 5 Holdings

Today

USMC

31.5%in top 5

IWB

in top 525.2%

USMCStockIWB

7.6%NVDA6.9%

7.4%AAPL6.9%

5.9%MSFT5.5%

5.4%MAnot top 5

5.2%COSTnot top 5

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common46.3%

End-of-day Nov 4, 2026 · share of each fund

USMC vs IWB Returns, Every Period

PrincipalUSMC

+13.7%

5 years, per year

IWBiShares

+11.8%

5 years, per year

USMCIWBFaded: behind in that period

1–3IWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

USMC vs IWB

YTD

PrincipalUSMC

+11.1%

IWBiShares

+13.0%

+11.1%Year to date+13.0%

−10.0%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.9%

0.7%Yield0.9%

$4.9BAssets$47.8B

3–1IWB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMC, IWB

Today

0.12%lowest, USMC

FundExpense ratioFee$10k

USMC0.12%$12

IWB0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: USMC, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

USMC0.74%$74

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

USMC$74 − $12 = $62

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: USMC, IWB

Today

46.3%most shared, USMC and IWB

USMCIWB

USMC—46.3%

IWB46.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

USMCWorst drop−10.0%12.6% vol

IWBWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWBUSMC

+13.0%Year to date+11.1%

0.9%Yield0.7%

+13.2%Past year+9.8%

0.15%Fee0.12%

3–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026