Compare · 2 funds side by side · dividends reinvested

USMC and VTI

USMCPrincipal×VTIVanguard×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,651USMC · best of the two

Story of the two · IncomeMost incomeVTI · 1.05% · $106 a year on $10k

Story of the two · RiskSmallest drop

USMC and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B1.3

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.74%+10.7%+9.9%+21.5%+13.3%−10.0%13.8%$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 12, 2026 · returns include dividends · since: USMC 2017 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal U.S. Mega-Cap ETF · $4.9B$18,651

USMC

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,678

$10,000 five years ago, dividends reinvested · they hold 44.6% in common

USMCMeasureVTI

+10.7%

More Ways to See the Pairs

USMC vs VTI: Top 5 Holdings

Today

USMC

31.2%in top 5

VTI

in top 525.0%

USMCStockVTI

7.9%AAPL6.6%

6.3%NVDA7.1%

6.1%MSFT5.2%

5.5%MAnot top 5

5.5%COST

Cost, Income and Risk

Fees: USMC, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

USMC0.12%$12

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: USMC, VTI

1Y

1.05%highest, VTI

FundTrailing yieldYield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 12

+12.6%

+9.9%1 yearTotal return+13.0%

+21.5%3 years · per year$10,000 became $17,933 · $18,043+21.7%

+13.3%5 years · per year$10,000 became $18,651 · $16,678+10.8%

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

0.74%Trailing 12-mo yield$74 · $106 a year on $10k1.05%

−10.0%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.9%

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

2–6VTI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common44.6%

End-of-day Nov 12, 2026 · share of each fund

USMC vs VTI Returns, Every Period

5Y

PrincipalUSMC

+13.3%

5 years, per year

VTIVanguard

+10.8%

5 years, per year

USMCVTIFaded: behind in that period

1–3VTI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USMC vs VTI

YTD

PrincipalUSMC

+10.7%

VTIVanguard

+12.6%

+10.7%Year to date+12.6%

−10.0%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.9%

0.7%Yield1.1%

$4.9BAssets$689B

3–1VTI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

VTI1.05%$106

USMC0.74%$74

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

Income After Fees on $10,000

1Y

$103most kept, VTI

VTI$106 − $3 = $103

USMC$74 − $12 = $62

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: USMC, VTI

Today

44.6%most shared, USMC and VTI

USMCVTI

USMC—44.6%

VTI44.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%VTI, at 13.9% volatility

USMCWorst drop−10.0%13.8% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTIUSMC

+12.6%Year to date+10.7%

1.1%Yield0.7%

+13.0%Past year+9.9%

0.03%Fee0.12%

4–0VTI wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

USMC and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two