RVRB vs USMC
Reverb ETF vs Principal U.S. Mega-Cap ETF
Which is better, RVRB or USMC?
Nearly the same fund. USMC costs less.
USMC has a lower expense ratio. RVRB led over 1Y, USMC over the full window. The two have moved almost in lockstep, correlation 0.95. RVRB is less concentrated, with 38.2% 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 | RVRB | USMC |
|---|---|---|
| Expense Ratio | 0.30% | 0.12%Best |
| AUM | $5M | $5.2B |
| Dividend Yield | 0.86% | 0.74% |
| Holdings | 499 | 58 |
| Volatility (annualized) | 12.9% | 12.7%Best |
| Max Drawdown | -19.1%Tie | -19.1%Tie |
| $10,000 over 3.4 years | $17,218 | $18,772Best |
| Top 10 Weight | 38.2%Best | 55.3% |
| Fund Family | Reverb ETF | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 3, 2022 | Oct 11, 2017 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 202 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. RVRB has data through Mar 26, 2026 and USMC through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Nov 4, 2022 to Mar 26, 2026 (3.4 years).
Risk: Volatility and Drawdowns
RVRB has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 12.7% 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 -19.1% for RVRB 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
RVRB 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, RVRB currently yields 0.86% against 0.74% for USMC.
Holdings Overlap
50.1% of RVRB's money is in holdings USMC also owns. 99.7% of USMC's money is in holdings RVRB also owns.
Most of USMC is already inside RVRB. Owning both mostly buys the same companies twice.
The two holdings books were reported 257 days apart, RVRB as of Dec 31, 2025 and USMC as of Sep 14, 2026, so some of the difference between them is the time between the two reports rather than the funds.
26 positions in common, counted across the 493 positions we hold weights for in RVRB and 27 in USMC, against full books of 499 and 58.
What only one of them owns
Our book lists 1 positions for USMC that do not appear in our book for RVRB (0.2% of the fund), and 418 for RVRB that do not appear in USMC (45.8%).
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 RVRB | Weight in USMC | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 6.78% | 7.99% | 1.21% |
| AAPLApple, Inc | 5.40% | 7.40% | 2.00% |
| GOOGLAlphabet Inc Cap Stk Cl A | 6.28% | 5.33% | 0.95% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.92% | 5.55% | 0.37% |
| AMZNAmazon.Com Inc | 4.24% | 3.77% | 0.47% |
| MUMicron Technology, Inc. | 0.66% | 7.18% | 6.52% |
| AVGOBroadcom Inc | 2.52% | 4.44% | 1.92% |
| METAMeta Platform Inc | 2.13% | 3.92% | 1.79% |
| JPMJpmorgan Chase | 1.27% | 4.65% | 3.38% |
| VVisa Inc-class A Shares | 1.04% | 4.54% | 3.50% |
99.7% of USMC is already inside RVRB.
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, RVRB or USMC?
RVRB 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 is riskier, RVRB or USMC?
RVRB has been the more volatile fund at 12.9% annualized versus 12.7% for USMC. Worst drawdown: RVRB -19.1% vs USMC -19.1%.
Should I hold both RVRB and USMC?
RVRB and USMC have a monthly-return correlation of 0.95, 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 RVRB and USMC?
99.7% of USMC's money is in holdings RVRB also owns. 99.7% of USMC's is in holdings RVRB also owns. They hold 26 positions in common, counted across the 493 positions we hold weights for in RVRB and 27 in USMC.
Which pays a higher dividend, RVRB or USMC?
RVRB yields 0.86% while USMC yields 0.74%, so RVRB currently pays the higher dividend yield.
Is USMC better than RVRB?
USMC has a lower expense ratio. RVRB led over 1Y, USMC over the full window. The two have moved almost in lockstep, correlation 0.95. RVRB is less concentrated, with 38.2% 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.