LDRX vs USMC
SGI Enhanced Market Leaders ETF vs Principal U.S. Mega-Cap ETF
Which is better, LDRX or USMC?
Nearly the same fund. USMC costs less.
USMC has a lower expense ratio. LDRX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. LDRX is less concentrated, with 55.2% 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 | LDRX | USMC |
|---|---|---|
| Expense Ratio | 0.59% | 0.12%Best |
| AUM | $261M | $5.2B |
| Dividend Yield | 0.97% | 0.74% |
| Holdings | 104 | 58 |
| YTD Return | +13.27% | +13.98%Best |
| 1Y Return | +16.78%Best | +14.91% |
| 3Y Return (annualized) | - | +22.22% |
| 5Y Return (annualized) | - | +14.81% |
| Volatility (annualized) | 13.6% | 11.2%Best |
| Max Drawdown | -10.6% | -10.3%Best |
| $10,000 over 1.4 years | $13,893Best | $13,439 |
| Top 10 Weight | 55.2%Best | 55.3% |
| Fund Family | Summit Global Investments | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 5, 2025 | Oct 11, 2017 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 5, 2025 to Oct 14, 2026 (1.4 years).
LDRX 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 covers the 1.4 years both funds cover.
LDRX vs USMC Performance
SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Over the past year LDRX returned +16.78% while USMC returned +14.91%. Year to date, LDRX is up 13.27% versus a gain of 13.98% for USMC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LDRX has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 11.2% for USMC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -10.6% for LDRX and -10.3% for USMC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LDRX charges 0.59% per year while USMC charges 0.12%. On a $10,000 position that is $59 vs $12 annually, a gap of $47 per year that compounds over a long holding period. On income, LDRX currently yields 0.97% against 0.74% for USMC.
Holdings Overlap
70.9% of LDRX's money is in holdings USMC also owns. 99.7% of USMC's money is in holdings LDRX also owns.
Most of USMC is already inside LDRX. Owning both mostly buys the same companies twice.
26 positions in common, counted across the 100 positions we hold weights for in LDRX and 27 in USMC, against full books of 104 and 58.
What only one of them owns
Our book lists 1 positions for USMC that do not appear in our book for LDRX (0.2% of the fund), and 74 for LDRX that do not appear in USMC (29.1%).
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 LDRX | Weight in USMC | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 11.55% | 7.99% | 3.56% |
| AAPLApple, Inc | 9.87% | 7.40% | 2.47% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 7.76% | 5.55% | 2.21% |
| GOOGLAlphabet Inc Cap Stk Cl A | 7.61% | 5.33% | 2.28% |
| MUMicron Technology, Inc. | 2.53% | 7.18% | 4.65% |
| AMZNAmazon.Com Inc | 5.13% | 3.77% | 1.36% |
| AVGOBroadcom Inc | 3.43% | 4.44% | 1.01% |
| METAMeta Platform Inc | 3.28% | 3.92% | 0.64% |
| JPMJpmorgan Chase | 1.86% | 4.65% | 2.79% |
| VVisa Inc-class A Shares | 1.23% | 4.54% | 3.31% |
99.7% of USMC is already inside LDRX.
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, LDRX or USMC?
LDRX has an expense ratio of 0.59% while USMC charges 0.12%. USMC is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, LDRX or USMC?
Over the past year LDRX returned +16.78% vs +14.91% for USMC, so LDRX leads on 1-year performance. Over the longest common window we track (1 years), LDRX annualized +26.47% vs +23.51% for USMC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LDRX or USMC?
LDRX has been the more volatile fund at 13.6% annualized versus 11.2% for USMC. Worst drawdown: LDRX -10.6% vs USMC -10.3%.
Should I hold both LDRX and USMC?
LDRX and USMC have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LDRX and USMC?
99.7% of USMC's money is in holdings LDRX also owns. 99.7% of USMC's is in holdings LDRX also owns. They hold 26 positions in common, counted across the 100 positions we hold weights for in LDRX and 27 in USMC.
Which pays a higher dividend, LDRX or USMC?
LDRX yields 0.97% while USMC yields 0.74%, so LDRX currently pays the higher dividend yield.
Is USMC better than LDRX?
USMC has a lower expense ratio. LDRX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. LDRX is less concentrated, with 55.2% 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.