SUPP vs USMC
TCW Transform Supply Chain ETF vs Principal U.S. Mega-Cap ETF
Which is better, SUPP or USMC?
USMC has been ahead.
USMC has a lower expense ratio. USMC led over 1Y, 3Y and the full window. USMC is less concentrated, with 55.3% of the fund in its ten largest positions against 59.8%.
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 | SUPP | USMC |
|---|---|---|
| Expense Ratio | 0.75% | 0.12%Best |
| AUM | $12M | $5.2B |
| Dividend Yield | 0.00% | 0.74% |
| Holdings | 54 | 58 |
| YTD Return | +7.65% | +13.98%Best |
| 1Y Return | +7.67% | +14.91%Best |
| 3Y Return (annualized) | +15.44% | +22.22%Best |
| 5Y Return (annualized) | - | +14.81% |
| Volatility (annualized) | 19.1% | 12.2%Best |
| Max Drawdown | -25.3% | -19.1%Best |
| $10,000 over 3.7 years | $15,533 | $21,125Best |
| Top 10 Weight | 59.8% | 55.3%Best |
| Fund Family | TCW ETFs | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 14, 2023 | Oct 11, 2017 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 16, 2023 to Oct 14, 2026 (3.7 years).
SUPP 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 3.7 years both funds cover.
SUPP vs USMC Performance
TCW Transform Supply Chain ETF (SUPP) is an ETF from TCW ETFs and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Over the past year SUPP returned +7.67% while USMC returned +14.91%. Year to date, SUPP is up 7.65% versus a gain of 13.98% for USMC.
Over three years, SUPP compounded at +15.44% per year against +22.22% for USMC. Across the full 4-year window we track, USMC has the edge at +22.40% annualized vs +12.64%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SUPP has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 12.2% 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 -25.3% for SUPP 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SUPP charges 0.75% per year while USMC charges 0.12%. On a $10,000 position that is $75 vs $12 annually, a gap of $63 per year that compounds over a long holding period. On income, SUPP currently yields 0.00% against 0.74% for USMC.
Holdings Overlap
18.3% of SUPP's money is in holdings USMC also owns. 18.6% of USMC's money is in holdings SUPP also owns.
USMC and SUPP share little of their money.
4 positions in common, counted across the 27 positions we hold weights for in SUPP and 27 in USMC, against full books of 54 and 58.
What only one of them owns
Our book lists 23 positions for USMC that do not appear in our book for SUPP (81.4% of the fund), and 18 for SUPP that do not appear in USMC (56.9%).
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.
You are not choosing between two funds in isolation.
Whichever of SUPP 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, SUPP or USMC?
SUPP has an expense ratio of 0.75% while USMC charges 0.12%. USMC is the cheaper option, by $63 a year on a $10,000 investment.
Which performed better, SUPP or USMC?
Over the past year SUPP returned +7.67% vs +14.91% for USMC, so USMC leads on 1-year performance. Over the longest common window we track (4 years), SUPP annualized +12.64% vs +22.40% for USMC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SUPP or USMC?
SUPP has been the more volatile fund at 19.1% annualized versus 12.2% for USMC. Worst drawdown: SUPP -25.3% vs USMC -19.1%.
Should I hold both SUPP and USMC?
SUPP and USMC have a monthly-return correlation of 0.71, 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 SUPP and USMC?
18.6% of USMC's money is in holdings SUPP also owns. 18.6% of USMC's is in holdings SUPP also owns. They hold 4 positions in common, counted across the 27 positions we hold weights for in SUPP and 27 in USMC.
Which pays a higher dividend, SUPP or USMC?
SUPP yields 0.00% while USMC yields 0.74%, so USMC currently pays the higher dividend yield.
Is USMC better than SUPP?
USMC has a lower expense ratio. USMC led over 1Y, 3Y and the full window. USMC is less concentrated, with 55.3% of the fund in its ten largest positions against 59.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.