USMC vs VOXP
Principal U.S. Mega-Cap ETF vs Vox Populi ETF
Which is better, USMC or VOXP?
VOXP has been ahead.
USMC has a lower expense ratio. VOXP led over 1Y. VOXP 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 | USMC | VOXP |
|---|---|---|
| Expense Ratio | 0.12%Best | 0.30% |
| AUM | $5.2B | $8M |
| Dividend Yield | 0.74% | 0.73% |
| Holdings | 58 | 1,016 |
| YTD Return | +13.98% | +18.74%Best |
| 1Y Return | +14.91% | - |
| 3Y Return (annualized) | +22.22% | - |
| 5Y Return (annualized) | +14.81% | - |
| Top 10 Weight | 55.3% | 38.2%Best |
| Fund Family | Principal Funds | Reverb ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 11, 2017 | Nov 3, 2022 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
USMC vs VOXP 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.
USMC vs VOXP Performance
Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds and Vox Populi ETF (VOXP) is an ETF from Reverb ETF. Year to date, USMC is up 13.98% versus a gain of 18.74% for VOXP.
Past performance does not guarantee future results.
Fees and Cost Over Time
USMC charges 0.12% per year while VOXP charges 0.30%. On a $10,000 position that is $12 vs $30 annually, a gap of $18 per year that compounds over a long holding period. On income, USMC currently yields 0.74% against 0.73% for VOXP.
Holdings Overlap
99.7% of USMC's money is in holdings VOXP also owns. 48.4% of VOXP's money is in holdings USMC also owns.
Most of USMC is already inside VOXP. Owning both mostly buys the same companies twice.
26 positions in common, counted across the 27 positions we hold weights for in USMC and 507 in VOXP, against full books of 58 and 1,016.
What only one of them owns
Our book lists 428 positions for VOXP that do not appear in our book for USMC (46.7% of the fund), and 1 for USMC that do not appear in VOXP (0.2%).
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 USMC | Weight in VOXP | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 7.99% | 6.98% | 1.01% |
| AAPLApple, Inc | 7.40% | 6.96% | 0.44% |
| GOOGLAlphabet Inc Cap Stk Cl A | 5.33% | 5.61% | 0.28% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.55% | 4.73% | 0.82% |
| MUMicron Technology, Inc. | 7.18% | 1.16% | 6.02% |
| AMZNAmazon.Com Inc | 3.77% | 3.83% | 0.06% |
| AVGOBroadcom Inc | 4.44% | 2.01% | 2.43% |
| METAMeta Platform Inc | 3.92% | 2.38% | 1.54% |
| JPMJpmorgan Chase | 4.65% | 1.20% | 3.45% |
| VVisa Inc-class A Shares | 4.54% | 1.00% | 3.54% |
99.7% of USMC is already inside VOXP.
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, USMC or VOXP?
USMC has an expense ratio of 0.12% while VOXP charges 0.30%. USMC is the cheaper option, by $18 a year on a $10,000 investment.
What is the holdings overlap between USMC and VOXP?
99.7% of USMC's money is in holdings VOXP also owns. 48.4% of VOXP's is in holdings USMC also owns. They hold 26 positions in common, counted across the 27 positions we hold weights for in USMC and 507 in VOXP.
Which pays a higher dividend, USMC or VOXP?
USMC yields 0.74% while VOXP yields 0.73%, so USMC currently pays the higher dividend yield.
Is VOXP better than USMC?
USMC has a lower expense ratio. VOXP led over 1Y. VOXP 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.