Compare · 2 funds side by side · dividends reinvested

USMC and IWF

USMCPrincipal×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,953USMC · best of the two

02 / 04

USMC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.78%+5.5%+5.4%+21.1%+12.4%−10.0%13.6%$4.9B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: USMC 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Mega-Cap ETF · $4.9B$17,953

USMC

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 51.2% in common

USMCMeasureIWF

+5.5%Year to dateJan 1 → Nov 5−6.5%

+5.4%1 yearTotal return−7.6%

+21.1%3 years · per year$10,000 became $17,754 · $17,073+19.5%

+12.4%5 years · per year$10,000 became $17,953 · $15,330+8.9%

0.12%Expense ratio$12 · $18 a year on $10k · lower is better0.18%

0.78%Trailing 12-mo yield$78 · $39 a year on $10k0.39%

−10.0%Worst dropSmaller is better−14.6%

13.6%VolatilityLower is calmer19.3%

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

8–0USMC wins

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

More Ways to See the Pairs

USMC vs IWF: Top 5 Holdings

Today

USMC

32.0%in top 5

IWF

in top 539.6%

USMCStockIWF

7.3%NVDA14.6%

7.7%AAPL8.5%

6.2%MSFT6.4%

5.5%MAnot top 5

5.3%Vnot top 5

not top 5GOOGL5.3%

not top 5AVGO4.7%

Held in common51.2%

End-of-day Nov 5, 2026 · share of each fund

USMC vs IWF Returns, Every Period

PrincipalUSMC

+12.4%

5 years, per year

IWFiShares

+8.9%

5 years, per year

USMCIWFFaded: behind in that period

4–0USMC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USMC vs IWF

YTD

PrincipalUSMC

+5.5%

IWFiShares

−6.5%

+5.5%Year to date−6.5%

−10.0%Worst drop · 1Y−14.6%

13.6%Volatility · 1Y19.3%

0.8%Yield0.4%

$4.9BAssets$121B

4–0USMC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMC, IWF

Today

0.12%lowest, USMC

FundExpense ratioFee$10k

USMC0.12%$12

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USMC, IWF

0.78%highest, USMC

FundTrailing yieldYield$10k

USMC0.78%$78

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, USMC

USMC$78 − $12 = $66

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USMC, IWF

Today

51.2%most shared, USMC and IWF

USMCIWF

USMC—51.2%

IWF51.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.4%USMC, at 13.6% volatility

USMCWorst drop−10.0%13.6% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USMCIWF

+5.5%Year to date−6.5%

0.8%Yield0.4%

+5.4%Past year−7.6%

0.12%Fee0.18%

4–0USMC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026