Is USMC a good investment?

Principal U.S. Mega-Cap ETF (USMC) is a US large-cap blend ETF. As of September 11, 2026, ETF Copilot scores USMC 6.1 out of 10 — highest on Quality (9.8), lowest on Growth (2.7). It trades at 26.1 times earnings, against its own median of 23.7. Its ten largest holdings are 55% of the fund.

Updated September 11, 2026

How is USMC rated? ETF Copilot scores Principal U.S. Mega-Cap ETF (USMC) 6.1 out of 10

As of September 11, 2026, ETF Copilot scores Principal U.S. Mega-Cap ETF (USMC) 6.1 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

Overall: 6.1 / 10
Growth: 2.7 / 10
Valuation: 3.7 / 10
Risk: 8.2 / 10
Quality: 9.8 / 10
Return: 7.2 / 10

What is USMC's expense ratio? 0.12% a year

As of September 11, 2026, USMC charges 0.12% a year, yields 0.86% and holds $3.5B in assets across 27 positions.

Principal U.S. Mega-Cap ETF (USMC) — cost, income and size
Measure	USMC
Expense ratio	0.12%
Dividend yield	0.86%
Assets under management	$3.5B
Holdings	27

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

What stands out in USMC's data

U.S. mega-cap stocks, screened for balance-sheet strength.

Earns more on its capital than nearly any peer — a sign of real pricing power in the largest companies.

Return on capital of 34.4% sits ahead of most peers and above the 27.3% category median. It holds just 27 names, and its 26.1x trailing P/E multiple is below average for the group.

A core position in the largest U.S. companies, anchored on balance-sheet strength.

Why did USMC move this week? It fell 1.1% in the week to September 11, 2026 — Nvidia and Netflix drove it

USMC fell 1.1% in the week to September 11, 2026. The holdings that moved it most were Nvidia (−4.4%), Netflix (−6.4%) and Microsoft (−2.8%); Meta Platforms (+6.1%) pushed the other way.

Is USMC expensive right now? It trades at 26.1 times earnings, against its own median of 23.7

As of September 11, 2026, USMC is more expensive than 68% of its own 108 monthly readings since 2017 — 73 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside USMC? 42% Tech

What's inside USMC: Size (Large 100%, Mid 0%, Small 0%); Geography (International 0%, US 100%); Tech 41.9%; Magnificent 7 35.8%; AI 21.8%; Semiconductors 19.8%; Memory 17.5%.

What are USMC's top holdings? The ten largest are 55% of the fund

Nvidia, Apple, Micron Technology, Microsoft, Alphabet, JPMorgan Chase, Visa, Broadcom, Mastercard and Meta Platforms are USMC's largest holdings, in that order.

More concentrated than 93% of US Large Cap Blend ETFs.

Half of USMC's weight sits in its 9 largest positions, and once those weights are taken into account it behaves like 22 equally weighted holdings.

Cite this

ETF Copilot, “Principal U.S. Mega-Cap ETF (USMC) scores and holdings analysis”, as of September 11, 2026.
https://etf-copilot.com/etf/usmc