Compare · 2 funds side by side · dividends reinvested

USMC and VUG

USMCPrincipal×VUGVanguard×

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 VUG, 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%$4.9B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: USMC 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USMC

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 51.3% in common

USMCMeasureVUG

+5.5%Year to dateJan 1 → Nov 5+0.5%

+5.4%1 yearTotal return−0.6%

+21.1%3 years · per year$10,000 became $17,754 · $18,532+22.8%

+12.4%5 years · per year$10,000 became $17,953 · $16,052+9.9%

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

0.78%Trailing 12-mo yield$78 · $43 a year on $10k0.43%

−10.0%Worst dropSmaller is better−15.1%

13.6%VolatilityLower is calmer19.0%

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

6–2USMC 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 VUG: Top 5 Holdings

Today

USMC

32.0%in top 5

VUG

in top 545.2%

USMCStockVUG

7.3%NVDA13.5%

7.7%AAPL12.5%

6.2%MSFT9.7%

5.5%MAnot top 5

5.3%Vnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common51.3%

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

USMC vs VUG Returns, Every Period

PrincipalUSMC

+12.4%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

USMCVUGFaded: behind in that period

3–1USMC wins

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

USMC vs VUG

YTD

PrincipalUSMC

+5.5%

VUGVanguard

+0.5%

+5.5%Year to date+0.5%

−10.0%Worst drop · 1Y−15.1%

13.6%Volatility · 1Y19.0%

0.8%Yield0.4%

$4.9BAssets$233B

4–0USMC wins

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

Cost, Income and Risk

Fees: USMC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMC0.12%$12

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

Yields: USMC, VUG

0.78%highest, USMC

FundTrailing yieldYield$10k

USMC0.78%$78

VUG0.43%$43

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

Income After Fees on $10,000

$66most kept, USMC

USMC$78 − $12 = $66

VUG$43 − $3 = $40

KeptFee

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

Overlap: USMC, VUG

Today

51.3%most shared, USMC and VUG

USMCVUG

USMC—51.3%

VUG51.3%—

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

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

USMCVUG

+5.5%Year to date+0.5%

0.8%Yield0.4%

+5.4%Past year−0.6%

0.12%Fee0.03%

3–1USMC 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