Compare · 2 funds side by side · dividends reinvested

USMC and VOO

USMCPrincipal×VOOVanguard×

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 VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.3

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%$4.9B1.8

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

USMC

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 50.5% in common

USMCMeasureVOO

+11.1%Year to dateJan 1 → Nov 4+13.4%

+9.8%1 yearTotal return+13.5%

+23.4%3 years · per year$10,000 became $18,806 · $19,172+24.2%

+13.7%5 years · per year$10,000 became $18,971 · $18,115+12.6%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

0.74%Trailing 12-mo yield$74 · $105 a year on $10k1.05%

−10.0%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.8%

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

2–6VOO 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 VOO: Top 5 Holdings

Today

USMC

31.5%in top 5

VOO

in top 528.3%

USMCStockVOO

7.6%NVDA8.4%

7.4%AAPL7.4%

5.9%MSFT5.8%

5.4%MAnot top 5

5.2%COSTnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common50.5%

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

USMC vs VOO Returns, Every Period

PrincipalUSMC

+13.7%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

USMCVOOFaded: behind in that period

1–3VOO wins

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

Stocks vs Core: USMC vs VOO

YTD

PrincipalUSMC

+11.1%

VOOVanguard

+13.4%

+11.1%Year to date+13.4%

−10.0%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.8%

0.7%Yield1.1%

$4.9BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: USMC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

USMC0.12%$12

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

Yields: USMC, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

USMC0.74%$74

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

USMC$74 − $12 = $62

KeptFee

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

Overlap: USMC, VOO

Today

50.5%most shared, USMC and VOO

USMCVOO

USMC—50.5%

VOO50.5%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

USMCWorst drop−10.0%12.6% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

VOOUSMC

+13.4%Year to date+11.1%

1.1%Yield0.7%

+13.5%Past year+9.8%

0.03%Fee0.12%

4–0VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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