QIDX vs USMC
Indexperts Quality Earnings Focused ETF vs Principal U.S. Mega-Cap ETF
Which is better, QIDX or USMC?
USMC has been ahead.
USMC has a lower expense ratio. USMC led over 1Y and the full window. QIDX is less concentrated, with 26.2% 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 | QIDX | USMC |
|---|---|---|
| Expense Ratio | 0.50% | 0.12%Best |
| AUM | $39M | $5.2B |
| Dividend Yield | 0.93% | 0.74% |
| Holdings | 264 | 58 |
| YTD Return | +7.85% | +13.98%Best |
| 1Y Return | +7.18% | +14.91%Best |
| 3Y Return (annualized) | - | +22.22% |
| 5Y Return (annualized) | - | +14.81% |
| Volatility (annualized) | 9.9%Best | 12.5% |
| Max Drawdown | -15.0%Best | -19.1% |
| $10,000 over 1.8 years | $11,722 | $13,172Best |
| Top 10 Weight | 26.2%Best | 55.3% |
| Fund Family | Indexperts | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 31, 2024 | Oct 11, 2017 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).
QIDX 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 1.8 years both funds cover.
QIDX vs USMC Performance
Indexperts Quality Earnings Focused ETF (QIDX) is an ETF from Indexperts and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Over the past year QIDX returned +7.18% while USMC returned +14.91%. Year to date, QIDX is up 7.85% versus a gain of 13.98% for USMC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
USMC has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 9.9% for QIDX. 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 -15.0% for QIDX and -19.1% 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 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QIDX charges 0.50% per year while USMC charges 0.12%. On a $10,000 position that is $50 vs $12 annually, a gap of $38 per year that compounds over a long holding period. On income, QIDX currently yields 0.93% against 0.74% for USMC.
Holdings Overlap
16.8% of QIDX's money is in holdings USMC also owns. 45.8% of USMC's money is in holdings QIDX also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 131 positions we hold weights for in QIDX and 27 in USMC, against full books of 264 and 58.
What only one of them owns
Our book lists 15 positions for USMC that do not appear in our book for QIDX (54.2% of the fund), and 118 for QIDX that do not appear in USMC (82.5%).
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
| Stock | Weight in QIDX | Weight in USMC | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.42% | 7.40% | 4.98% |
| GOOGLAlphabet Inc Cap Stk Cl A | 3.22% | 5.33% | 2.11% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 0.69% | 5.55% | 4.86% |
| JPMJpmorgan Chase | 0.96% | 4.65% | 3.69% |
| MAMastercard Inc | 0.56% | 4.32% | 3.76% |
| COSTCostco Wholesale Corp. | 1.36% | 3.51% | 2.15% |
| XOMExxon Mobil Corp. | 2.21% | 2.34% | 0.13% |
| BRK.BBrk/B | 1.47% | 3.07% | 1.60% |
| NFLXNetflix, Inc. | 0.35% | 3.16% | 2.81% |
| WMTWalmart, Inc. | 1.56% | 1.80% | 0.24% |
45.8% of USMC is already inside QIDX.
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, QIDX or USMC?
QIDX has an expense ratio of 0.50% while USMC charges 0.12%. USMC is the cheaper option, by $38 a year on a $10,000 investment.
Which performed better, QIDX or USMC?
Over the past year QIDX returned +7.18% vs +14.91% for USMC, so USMC leads on 1-year performance. Over the longest common window we track (2 years), QIDX annualized +9.23% vs +16.54% for USMC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QIDX or USMC?
USMC has been the more volatile fund at 12.5% annualized versus 9.9% for QIDX. Worst drawdown: QIDX -15.0% vs USMC -19.1%.
Should I hold both QIDX and USMC?
QIDX and USMC have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QIDX and USMC?
45.8% of USMC's money is in holdings QIDX also owns. 45.8% of USMC's is in holdings QIDX also owns. They hold 12 positions in common, counted across the 131 positions we hold weights for in QIDX and 27 in USMC.
Which pays a higher dividend, QIDX or USMC?
QIDX yields 0.93% while USMC yields 0.74%, so QIDX currently pays the higher dividend yield.
Is USMC better than QIDX?
USMC has a lower expense ratio. USMC led over 1Y and the full window. QIDX is less concentrated, with 26.2% 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.