PJUS vs USMC

PJUS vs USMC

Which is better, PJUS or USMC?

USMC costs less.

USMC has a lower expense ratio. PJUS is less concentrated, with 41.2% of the fund in its ten largest positions against 55.3%.

Lower Fees: USMCLess Concentrated: PJUS

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

MetricPJUSUSMC
Expense Ratio0.19%0.12%Best
AUM$7M$5.2B
Dividend Yield0.00%0.74%
Holdings19858
YTD Return+5.58%+13.94%Best
1Y Return-+14.26%
3Y Return (annualized)-+22.18%
5Y Return (annualized)-+14.65%
Top 10 Weight41.2%Best55.3%
Fund FamilyPGIM InvestmentsPrincipal Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 20, 2026Oct 11, 2017

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

PJUS 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.

Compare PJUS against instead:PJUS vs SPYPJUS vs QQQPJUS vs VOOPJUS vs VTIUSMC against:USMC vs VXUS

PJUS vs USMC Performance

PGIM Jennison U.S. Core Equity ETF (PJUS) is an ETF from PGIM Investments and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Year to date, PJUS is up 5.58% versus a gain of 13.94% for USMC.

Past performance does not guarantee future results.

Fees and Cost Over Time

PJUS charges 0.19% per year while USMC charges 0.12%. On a $10,000 position that is $19 vs $12 annually, a gap of $7 per year that compounds over a long holding period. On income, PJUS currently yields 0.00% against 0.74% for USMC.

Holdings Overlap

PJUS already in USMC50.6%
USMC already in PJUS85.5%

50.6% of PJUS's money is in holdings USMC also owns. 85.5% of USMC's money is in holdings PJUS also owns.

Most of USMC is already inside PJUS. Owning both mostly buys the same companies twice.

21 positions in common, counted across the 97 positions we hold weights for in PJUS and 27 in USMC, against full books of 198 and 58.

What only one of them owns

Our book lists 6 positions for USMC that do not appear in our book for PJUS (14.4% of the fund), and 75 for PJUS that do not appear in USMC (48.5%).

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

StockWeight in PJUSWeight in USMCDifference
NVDANvidia Corp7.60%7.99%0.39%
AAPLApple, Inc6.74%7.40%0.66%
GOOGLAlphabet Inc6.87%5.33%1.54%
MSFTMicrosoft Corp5.36%5.55%0.19%
MUMicron Technology, Inc.2.48%7.18%4.70%
AMZNAmazon.Com Inc3.90%3.77%0.13%
AVGOBroadcom Inc2.31%4.44%2.13%
JPMJpmorgan Chase1.72%4.65%2.93%
BACBank of America Corp.: Financials1.92%3.82%1.90%
METAMeta Platforms Inc1.75%3.92%2.17%

85.5% of USMC is already inside PJUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PJUSUSMC

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Frequently Asked Questions

Which is cheaper, PJUS or USMC?

PJUS has an expense ratio of 0.19% while USMC charges 0.12%. USMC is the cheaper option, by $7 a year on a $10,000 investment.

What is the holdings overlap between PJUS and USMC?

85.5% of USMC's money is in holdings PJUS also owns. 85.5% of USMC's is in holdings PJUS also owns. They hold 21 positions in common, counted across the 97 positions we hold weights for in PJUS and 27 in USMC.

Which pays a higher dividend, PJUS or USMC?

PJUS yields 0.00% while USMC yields 0.74%, so USMC currently pays the higher dividend yield.

Is USMC better than PJUS?

USMC has a lower expense ratio. PJUS is less concentrated, with 41.2% 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.