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USMCvsSCLZETF Comparison

ETF 1

USMC

Principal U.S. Mega-Cap ETF

This fund is part of

US Large Cap

-0.64%

Full USMC fund page

VS

ETF 2

SCLZ

Swan Enhanced Dividend Income ETF

This fund is part of

Options Strategies

-0.49%

Full SCLZ fund page

Principal U.S. Mega-Cap ETF (USMC) belongs to the US Large Cap segment. Swan Enhanced Dividend Income ETF (SCLZ) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. USMC is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.79% for SCLZ. USMC is up 11.13% year-to-date (YTD) with +$1.50B in YTD flows. SCLZ performs worse with 8.86% YTD performance, and +$3M in YTD flows. Run a side-by-side ETF comparison of USMC and SCLZ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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USMC vs SCLZ performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/10/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	USMC SCLZ	-0.91%-0.43%	+6.17%+4.73%	+11.13%+8.86%	+14.28%+13.02%	+74.51%n/a	+94.58%n/a
Flows	USMC SCLZ	+$1.40B-	+$1.50B+$1M	+$1.50B+$3M	+$1.11B+$5M	+$2.08B-	+$1.44B-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	USMC SCLZ	+11.20%+10.06%	+12.26%+10.16%	+14.81%n/a	+16.54%n/a
Max drawdown	USMC SCLZ	-3.18%-3.95%	-10.32%-6.96%	-19.07%n/a	-24.11%n/a
Max drawdown duration	USMC SCLZ	16d22d	169d70d	139dn/a	542dn/a

Trading data

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	USMC	SCLZ
Last sale 9/11/2026 at 3:30 PM	$76.41	$56.23
Previous close 09/10/2026	$75.73	$56.58
Consolidated volume 09/10/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 9/11/2026 at 3:30 PM

Live

Closed

	USMC	SCLZ
Last price	$76.41	$56.23
1D performance	+0.90%	-0.61%
AuM	$5.06 B	$19.69 M
E/R	0.12%	0.79%

Characteristics

	USMC	SCLZ
Management strategy	Active	Active
Provider	Principal Global Investors	Swan Capital Management
Benchmark	-	-
N° of holdings	27	70
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	October 11, 2017	February 27, 2024
ESG	No	No

More USMC data on Trackinsight

More SCLZ data on Trackinsight

Exposure

Countries

USMC

USA

99.89%

Other

0.11%

SCLZ

USA

101.22%

Other

-1.22%

Sectors

USMC

Technology

43.75%

Finance

20.97%

Consumer Non-Cycl.

12.03%

Healthcare

9.16%

Other

14.09%

SCLZ

Technology

42.62%

Finance

14.75%

Consumer Non-Cycl.

9.37%

Healthcare

8.95%

Industrials

8.37%

Other

15.94%

Diversification

USMC

Total weight of top 15 holdings out of 15

72.61%

SCLZ

Total weight of top 15 holdings out of 15

53.02%

Top 15 holdings

Data as of July 31, 2026

USMC

Apple, Inc.

7.68%

NVIDIA Corp.

7.38%

Micron Technology, Inc.

6.66%

Alphabet, Inc.

5.44%

Microsoft Corp.

5.22%

Broadcom Inc.

4.92%

JPMorgan Chase & Co.

4.74%

Visa, Inc.

4.64%

Mastercard, Inc.

4.53%

Bank of America Corp.

3.89%

Costco Wholesale Corp.

3.83%

Amazon.com, Inc.

3.57%

AbbVie, Inc.

3.48%

Meta Platforms, Inc.

3.37%

GE Aerospace

3.26%

SCLZ

Microsoft Corp.

6.33%

NVIDIA Corp.

5.92%

Apple, Inc.

5.91%

Amazon.com, Inc.

3.99%

Broadcom Inc.

3.62%

JPMorgan Chase & Co.

3.40%

Berkshire Hathaway, Inc.

3.38%

Meta Platforms, Inc.

3.07%

Advanced Micro Devices, Inc.

2.90%

Eli Lilly & Co.

2.83%

Micron Technology, Inc.

2.51%

First American Government Obligation Fund

2.48%

Tesla, Inc.

2.29%

Cisco Systems, Inc.

2.20%

Visa, Inc.

2.19%

Frequently asked questions about USMC and SCLZ

How have the USMC and SCLZ ETFs performed in 2026?

As of September 10, 2026, USMC is up 11.13% year-to-date (YTD), while SCLZ has returned 8.86%. That puts USMC better performer ahead so far this year.

Which ETF is attracting more investor money: USMC or SCLZ?

Year-to-date, the USMC ETF saw +$1.50B in flows, compared to +$3M for SCLZ.

Which ETF is more volatile: USMC or SCLZ?

Over the past year, USMC had a volatility of 12.26%, while SCLZ experienced 10.16%.

Which ETF is bigger: USMC or SCLZ?

As of September 10, 2026, USMC holds $5.06 B in assets under management (AUM), while SCLZ manages $19.69 M.

What sectors do the USMC and SCLZ ETFs invest in?

USMC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SCLZ focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the USMC ETF and SCLZ ETF?

USMC top holdings include Apple, Inc., NVIDIA Corp. and Micron Technology, Inc.. SCLZ holds in its top three: Microsoft Corp., NVIDIA Corp. and Apple, Inc..

USMCvsSCLZETF Comparison

Principal U.S. Mega-Cap ETF

Swan Enhanced Dividend Income ETF

USMC vs SCLZ performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the USMC and SCLZ ETFs performed in 2026?

As of September 10, 2026, USMC is up 11.13% year-to-date (YTD), while SCLZ has returned 8.86%. That puts USMC better performer ahead so far this year.

Which ETF is attracting more investor money: USMC or SCLZ?

Year-to-date, the USMC ETF saw +$1.50B in flows, compared to +$3M for SCLZ.

Which ETF is more volatile: USMC or SCLZ?

Over the past year, USMC had a volatility of 12.26%, while SCLZ experienced 10.16%.

Which ETF is bigger: USMC or SCLZ?

As of September 10, 2026, USMC holds $5.06 B in assets under management (AUM), while SCLZ manages $19.69 M.

What sectors do the USMC and SCLZ ETFs invest in?

USMC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SCLZ focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the USMC ETF and SCLZ ETF?

USMC top holdings include Apple, Inc., NVIDIA Corp. and Micron Technology, Inc.. SCLZ holds in its top three: Microsoft Corp., NVIDIA Corp. and Apple, Inc..

Which ETF is more diversified: USMC or SCLZ?

USMC holds 27 securities with 72.61% of its assets in the top 15. SCLZ has 71 securities and a top 15 weight of 53.02%.

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