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 up 1.65% year-to-date (YTD) with -$144M in YTD flows. LDRX performs better with 3.53% YTD performance, and +$26M 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 | +7.44%+10.85% | +3.10%+3.33% | +1.65%+3.53% | +29.94%n/a | +78.68%n/a | +94.09%n/a |
| Flows | USMC LDRX | +$6M+$2M | -$150M+$26M | -$144M+$26M | -$61M- | +$466M- | -$193M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | USMC LDRX | +14.56%+16.15% | +12.50%n/a | +14.90%n/a | +16.45%n/a |
| Max drawdown | USMC LDRX | -8.31%-10.18% | -10.32%n/a | -19.07%n/a | -24.11%n/a |
| Max drawdown duration | USMC LDRX | 63d71d | 169dn/a | 139dn/a | 542dn/a |
USMC | LDRX | |
Last sale 4/24/2026 at 1:30 PM | $69.59 | $34.00 |
| Previous close 04/23/2026 | $69.16 | $33.63 |
| Consolidated volume 04/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
USMC | LDRX | |
|---|---|---|
| Last price | $69.59 | $34.00 |
| 1D performance | +0.62% | +1.10% |
| AuM | $3.12 B | $230.53 M |
| E/R | 0.12% | 0.5% |
USMC | LDRX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Principal Global Investors | Summit Global Investments |
| Benchmark | - | - |
| N° of holdings | 26 | 97 |
| 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
