LCTO vs USMC
Kurv US Large Cap TaxOptimized ETF vs Principal U.S. Mega-Cap ETF
Which is better, LCTO or USMC?
USMC costs less.
USMC has a lower expense ratio.
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 | LCTO | USMC |
|---|---|---|
| Expense Ratio | 0.70% | 0.12%Best |
| AUM | $501,400.12 | $5.2B |
| Dividend Yield | 0.38% | 0.74% |
| Holdings | 29 | 58 |
| YTD Return | -0.55% | +13.98%Best |
| 1Y Return | - | +14.91% |
| 3Y Return (annualized) | - | +22.22% |
| 5Y Return (annualized) | - | +14.81% |
| Fund Family | Kurv | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jul 6, 2026 | Oct 11, 2017 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
LCTO 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.
LCTO vs USMC Performance
Kurv US Large Cap TaxOptimized ETF (LCTO) is an ETF from Kurv and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Year to date, LCTO is down 0.55% versus a gain of 13.98% for USMC.
Past performance does not guarantee future results.
Fees and Cost Over Time
LCTO charges 0.70% per year while USMC charges 0.12%. On a $10,000 position that is $70 vs $12 annually, a gap of $58 per year that compounds over a long holding period. On income, LCTO currently yields 0.38% against 0.74% for USMC.
Holdings Overlap
We hold position weights for 10 holdings in LCTO and 27 in USMC, totalling 94.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 10 positions we hold weights for in LCTO and 27 in USMC, against full books of 29 and 58.
You are not choosing between two funds in isolation.
Whichever of LCTO and USMC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LCTO or USMC?
LCTO has an expense ratio of 0.70% while USMC charges 0.12%. USMC is the cheaper option, by $58 a year on a $10,000 investment.
Which pays a higher dividend, LCTO or USMC?
LCTO yields 0.38% while USMC yields 0.74%, so USMC currently pays the higher dividend yield.
Is USMC better than LCTO?
USMC has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.