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USMCvsLDRXETF Comparison
Principal U.S. Mega-Cap ETF (USMC) belongs to the US Large Cap segment. SGI Enhanced Market Leaders ETF (LDRX) is part of the Options Strategies segment. USMC's top 3 sector exposures are Information Technology, Communication Services and Financials. In contrast, LDRX's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. USMC is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.5% for LDRX. USMC is down -2.02% year-to-date (YTD) with -$93M in YTD flows. LDRX performs worse with -2.74% YTD performance, and +$19M in YTD flows. Run a side-by-side ETF comparison of USMC and LDRX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
USMC vs LDRX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | USMC LDRX | -1.70%-2.44% | -1.86%-3.25% | -2.02%-2.74% | +19.95%n/a | +86.00%n/a | +99.75%n/a |
| Flows | USMC LDRX | +$13M+$19M | -$145M+$18M | -$93M+$19M | +$71M- | +$679M- | -$160M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | USMC LDRX | +10.50%+11.72% | +17.86%n/a | +14.79%n/a | +16.32%n/a |
| Max drawdown | USMC LDRX | -4.68%-4.56% | -12.99%n/a | -19.07%n/a | -24.11%n/a |
| Max drawdown duration | USMC LDRX | 74d75d | 45dn/a | 139dn/a | 542dn/a |
USMC | LDRX | |
Last sale 3/11/2026 at 1:30 PM | $67.04 | $32.00 |
| Previous close 03/10/2026 | $67.11 | $31.99 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
USMC | LDRX | |
|---|---|---|
| Last price | $67.04 | $32.00 |
| 1D performance | -0.10% | +0.03% |
| AuM | $3.07 B | $209.97 M |
| E/R | 0.12% | 0.5% |
USMC | LDRX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Principal Global Investors | Summit Global Investments |
| Benchmark | - | - |
| N° of holdings | 23 | 99 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 11, 2017 | May 2, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the USMC and LDRX ETFs performed in 2026?
As of March 9, 2026, USMC is down -2.02% year-to-date (YTD), while LDRX has lost -2.74%. That puts USMC better performer ahead so far this year.
Which ETF is attracting more investor money: USMC or LDRX?
Year-to-date, the USMC ETF saw -$93M in flows, compared to +$19M for LDRX.
Which ETF is bigger: USMC or LDRX?
As of March 9, 2026, USMC holds $3.07 B in assets under management (AUM), while LDRX manages $209.97 M.
What sectors do the USMC and LDRX ETFs invest in?
USMC leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, LDRX focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the USMC ETF and LDRX ETF?
USMC top holdings include NVIDIA, APPLE and ALPHABET INC-CL. LDRX holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: USMC or LDRX?
USMC holds 23 securities with 72.95% of its assets in the top 15. LDRX has 100 securities and a top 15 weight of 62.92%.
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