GUSE vs USMC
Goldman Sachs Enhanced US Equity ETF vs Principal U.S. Mega-Cap ETF
Which is better, GUSE or USMC?
GUSE has been ahead.
USMC has a lower expense ratio. GUSE led over 1Y. GUSE is less concentrated, with 40.0% of the fund in its ten largest positions against 55.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | GUSE | USMC |
|---|---|---|
| Expense Ratio | 0.30% | 0.12%Best |
| AUM | $365M | $5.2B |
| Dividend Yield | 0.64% | 0.74% |
| Holdings | 121 | 58 |
| YTD Return | +13.52% | +13.98%Best |
| 1Y Return | +17.06%Best | +14.91% |
| 3Y Return (annualized) | - | +22.22% |
| 5Y Return (annualized) | - | +14.81% |
| Top 10 Weight | 40.0%Best | 55.3% |
| Fund Family | Goldman Sachs Asset Management | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 31, 2008 | Oct 11, 2017 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
GUSE vs USMC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
GUSE vs USMC Performance
Goldman Sachs Enhanced US Equity ETF (GUSE) is an ETF from Goldman Sachs Asset Management and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Over the past year GUSE returned +17.06% while USMC returned +14.91%. Year to date, GUSE is up 13.52% versus a gain of 13.98% for USMC.
Past performance does not guarantee future results.
Fees and Cost Over Time
GUSE charges 0.30% per year while USMC charges 0.12%. On a $10,000 position that is $30 vs $12 annually, a gap of $18 per year that compounds over a long holding period. On income, GUSE currently yields 0.64% against 0.74% for USMC.
Holdings Overlap
50.6% of GUSE's money is in holdings USMC also owns. 86.4% of USMC's money is in holdings GUSE also owns.
Most of USMC is already inside GUSE. Owning both mostly buys the same companies twice.
21 positions in common, counted across the 122 positions we hold weights for in GUSE and 27 in USMC, against full books of 121 and 58.
What only one of them owns
Our book lists 6 positions for USMC that do not appear in our book for GUSE (13.6% of the fund), and 97 for GUSE that do not appear in USMC (46.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in GUSE | Weight in USMC | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.85% | 7.99% | 0.86% |
| AAPLApple, Inc | 7.62% | 7.40% | 0.22% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.03% | 5.55% | 0.52% |
| MUMicron Technology, Inc. | 2.01% | 7.18% | 5.17% |
| GOOGLAlphabet Inc Cap Stk Cl A | 3.45% | 5.33% | 1.88% |
| AMZNAmazon.Com Inc | 4.18% | 3.77% | 0.41% |
| AVGOBroadcom Inc | 2.39% | 4.44% | 2.05% |
| METAMeta Platform Inc | 2.49% | 3.92% | 1.43% |
| JPMJpmorgan Chase | 1.62% | 4.65% | 3.03% |
| VVisa Inc-class A Shares | 1.00% | 4.54% | 3.54% |
86.4% of USMC is already inside GUSE.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GUSE or USMC?
GUSE has an expense ratio of 0.30% while USMC charges 0.12%. USMC is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, GUSE or USMC?
Over the past year GUSE returned +17.06% vs +14.91% for USMC, so GUSE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between GUSE and USMC?
86.4% of USMC's money is in holdings GUSE also owns. 86.4% of USMC's is in holdings GUSE also owns. They hold 21 positions in common, counted across the 122 positions we hold weights for in GUSE and 27 in USMC.
Which pays a higher dividend, GUSE or USMC?
GUSE yields 0.64% while USMC yields 0.74%, so USMC currently pays the higher dividend yield.
Is USMC better than GUSE?
USMC has a lower expense ratio. GUSE led over 1Y. GUSE is less concentrated, with 40.0% of the fund in its ten largest positions against 55.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.