IVV vs. USMC ETF Comparison
Comparison of iShares Core S&P 500 ETF (IVV) to Principal U.S. Mega-Cap ETF (USMC)
IVV
iShares Core S&P 500 ETF
IVV Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$574.07
Average Daily Volume
4,531,972
502
USMC
Principal U.S. Mega-Cap ETF
USMC Description
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.Grade (RS Rating)
Last Trade
$56.69
Average Daily Volume
42,342
25
Performance
Period | IVV | USMC |
---|---|---|
30 Days | 2.66% | 2.51% |
60 Days | 5.21% | 5.82% |
90 Days | 5.31% | 4.50% |
12 Months | 35.28% | 32.96% |
25 Overlapping Holdings
Symbol | Grade | Weight in IVV | Weight in USMC | Overlap | |
---|---|---|---|---|---|
AAPL | C | 7.19% | 6.83% | 6.83% | |
ABBV | B | 0.71% | 3.15% | 0.71% | |
AMD | C | 0.52% | 2.72% | 0.52% | |
AMZN | C | 3.71% | 3.58% | 3.58% | |
AVGO | C | 1.65% | 3.9% | 1.65% | |
BAC | D | 0.56% | 2.7% | 0.56% | |
BRK.A | C | 1.73% | 5.08% | 1.73% | |
COST | C | 0.83% | 2.81% | 0.83% | |
GOOGL | D | 1.98% | 3.92% | 1.98% | |
HD | B | 0.8% | 3.27% | 0.8% | |
JNJ | C | 0.82% | 3.03% | 0.82% | |
JPM | D | 1.24% | 4.46% | 1.24% | |
LLY | D | 1.51% | 2.75% | 1.51% | |
MA | B | 0.84% | 4.68% | 0.84% | |
META | B | 2.54% | 4.74% | 2.54% | |
MRK | F | 0.62% | 2.48% | 0.62% | |
MSFT | C | 6.7% | 6.68% | 6.68% | |
NFLX | B | 0.62% | 4.73% | 0.62% | |
NVDA | C | 5.91% | 4.53% | 4.53% | |
PG | C | 0.85% | 4.56% | 0.85% | |
TSLA | C | 1.37% | 2.81% | 1.37% | |
UNH | C | 1.1% | 4.27% | 1.1% | |
V | C | 0.99% | 4.5% | 0.99% | |
WMT | B | 0.71% | 3.15% | 0.71% | |
XOM | D | 1.06% | 4.43% | 1.06% |
IVV Overweight 477 Positions Relative to USMC
Symbol | Grade | Weight | |
---|---|---|---|
GOOG | D | 1.64% | |
KO | B | 0.58% | |
ORCL | B | 0.56% | |
CRM | C | 0.54% | |
CVX | F | 0.51% | |
TMO | B | 0.49% | |
PEP | D | 0.49% | |
ADBE | F | 0.48% | |
LIN | B | 0.47% | |
ACN | C | 0.44% | |
MCD | B | 0.44% | |
CSCO | B | 0.43% | |
IBM | B | 0.42% | |
GE | C | 0.42% | |
ABT | C | 0.41% | |
WFC | D | 0.4% | |
NOW | C | 0.4% | |
VZ | A | 0.39% | |
PM | C | 0.39% | |
QCOM | D | 0.39% | |
AMGN | D | 0.38% | |
TXN | B | 0.38% | |
CAT | B | 0.37% | |
INTU | D | 0.37% | |
ISRG | C | 0.36% | |
DHR | B | 0.36% | |
PFE | D | 0.35% | |
SPGI | C | 0.35% | |
DIS | D | 0.35% | |
NEE | B | 0.35% | |
RTX | B | 0.33% | |
GS | B | 0.33% | |
AMAT | D | 0.33% | |
T | B | 0.32% | |
CMCSA | C | 0.32% | |
UBER | C | 0.32% | |
LOW | B | 0.31% | |
UNP | D | 0.31% | |
AXP | B | 0.31% | |
PGR | C | 0.31% | |
TJX | C | 0.28% | |
BKNG | B | 0.28% | |
BLK | B | 0.27% | |
ETN | C | 0.27% | |
HON | C | 0.27% | |
BSX | B | 0.26% | |
SYK | C | 0.26% | |
ELV | D | 0.26% | |
COP | F | 0.26% | |
MS | B | 0.26% | |
C | C | 0.25% | |
VRTX | D | 0.25% | |
LMT | A | 0.25% | |
REGN | D | 0.25% | |
BX | C | 0.24% | |
MDT | B | 0.24% | |
PLD | C | 0.24% | |
SBUX | C | 0.23% | |
CB | B | 0.23% | |
AMT | C | 0.23% | |
MMC | C | 0.23% | |
PANW | D | 0.23% | |
ADI | C | 0.23% | |
ADP | C | 0.23% | |
NKE | D | 0.22% | |
DE | A | 0.22% | |
GILD | B | 0.22% | |
ANET | C | 0.21% | |
MDLZ | C | 0.21% | |
CI | C | 0.21% | |
BMY | C | 0.21% | |
MU | D | 0.21% | |
LRCX | D | 0.21% | |
KLAC | D | 0.21% | |
FI | B | 0.21% | |
UPS | D | 0.2% | |
SCHW | D | 0.2% | |
TMUS | B | 0.2% | |
SO | B | 0.2% | |
BA | F | 0.19% | |
DUK | B | 0.19% | |
KKR | B | 0.19% | |
ICE | C | 0.19% | |
INTC | D | 0.19% | |
MO | C | 0.18% | |
TT | B | 0.18% | |
ZTS | B | 0.18% | |
SHW | B | 0.18% | |
CEG | C | 0.17% | |
PH | B | 0.17% | |
EQIX | B | 0.17% | |
CL | C | 0.17% | |
CDNS | D | 0.16% | |
HCA | B | 0.16% | |
AON | B | 0.16% | |
CME | B | 0.16% | |
MCO | C | 0.16% | |
SNPS | F | 0.16% | |
CMG | D | 0.16% | |
PYPL | B | 0.16% | |
TDG | B | 0.16% | |
GD | C | 0.16% | |
APH | C | 0.16% | |
PLTR | C | 0.15% | |
TGT | C | 0.15% | |
EOG | D | 0.15% | |
USB | C | 0.15% | |
NOC | B | 0.15% | |
CVS | D | 0.15% | |
WELL | C | 0.15% | |
MSI | B | 0.15% | |
MMM | B | 0.15% | |
PNC | C | 0.15% | |
WM | D | 0.15% | |
MCK | F | 0.14% | |
CARR | B | 0.14% | |
GEV | B | 0.14% | |
BDX | D | 0.14% | |
CSX | C | 0.14% | |
ITW | B | 0.14% | |
CRWD | D | 0.14% | |
CTAS | C | 0.14% | |
AJG | D | 0.13% | |
NEM | C | 0.13% | |
ECL | B | 0.13% | |
FCX | C | 0.13% | |
APD | B | 0.13% | |
ORLY | B | 0.13% | |
NSC | C | 0.12% | |
DHI | C | 0.12% | |
TFC | D | 0.12% | |
PSA | C | 0.12% | |
MAR | B | 0.12% | |
FDX | D | 0.12% | |
ADSK | B | 0.12% | |
ABNB | D | 0.12% | |
COF | B | 0.12% | |
NXPI | D | 0.12% | |
ROP | C | 0.12% | |
SLB | F | 0.12% | |
EMR | D | 0.12% | |
SPG | B | 0.11% | |
ROST | C | 0.11% | |
AZO | B | 0.11% | |
PCAR | D | 0.11% | |
URI | B | 0.11% | |
SRE | B | 0.11% | |
BK | B | 0.11% | |
O | B | 0.11% | |
AEP | C | 0.11% | |
TRV | C | 0.11% | |
AFL | A | 0.11% | |
PSX | F | 0.11% | |
OKE | C | 0.11% | |
GM | C | 0.11% | |
MPC | F | 0.11% | |
WMB | C | 0.11% | |
HLT | B | 0.11% | |
KMB | C | 0.1% | |
FICO | B | 0.1% | |
AIG | D | 0.1% | |
MET | B | 0.1% | |
D | C | 0.1% | |
FTNT | B | 0.1% | |
DLR | B | 0.1% | |
JCI | B | 0.1% | |
CCI | C | 0.1% | |
ALL | C | 0.1% | |
RSG | D | 0.09% | |
RCL | B | 0.09% | |
MCHP | D | 0.09% | |
GIS | B | 0.09% | |
IDXX | D | 0.09% | |
IQV | D | 0.09% | |
KMI | C | 0.09% | |
CMI | B | 0.09% | |
ACGL | B | 0.09% | |
F | F | 0.09% | |
PAYX | C | 0.09% | |
PWR | B | 0.09% | |
PCG | C | 0.09% | |
VLO | F | 0.09% | |
PEG | B | 0.09% | |
PRU | C | 0.09% | |
MSCI | C | 0.09% | |
MPWR | B | 0.09% | |
LEN | B | 0.09% | |
KVUE | B | 0.09% | |
LHX | C | 0.09% | |
TEL | D | 0.09% | |
CPRT | D | 0.09% | |
AMP | B | 0.09% | |
FIS | C | 0.09% | |
GWW | B | 0.09% | |
DOW | C | 0.08% | |
YUM | B | 0.08% | |
ODFL | D | 0.08% | |
CBRE | B | 0.08% | |
KR | B | 0.08% | |
SYY | C | 0.08% | |
EFX | C | 0.08% | |
VST | B | 0.08% | |
HES | F | 0.08% | |
HUM | F | 0.08% | |
CTSH | B | 0.08% | |
VRSK | D | 0.08% | |
EXR | C | 0.08% | |
OTIS | B | 0.08% | |
GEHC | B | 0.08% | |
STZ | C | 0.08% | |
IR | B | 0.08% | |
IT | C | 0.08% | |
AME | C | 0.08% | |
KDP | B | 0.08% | |
HWM | B | 0.08% | |
CNC | D | 0.08% | |
COR | F | 0.08% | |
CTVA | B | 0.08% | |
EW | F | 0.08% | |
EXC | B | 0.08% | |
FAST | C | 0.08% | |
A | C | 0.08% | |
WAB | B | 0.07% | |
CSGP | D | 0.07% | |
CHTR | D | 0.07% | |
FANG | F | 0.07% | |
AVB | C | 0.07% | |
XYL | C | 0.07% | |
EIX | B | 0.07% | |
VMC | C | 0.07% | |
MLM | D | 0.07% | |
TRGP | C | 0.07% | |
EA | D | 0.07% | |
DELL | C | 0.07% | |
IRM | C | 0.07% | |
HPQ | C | 0.07% | |
HIG | B | 0.07% | |
GLW | B | 0.07% | |
VICI | C | 0.07% | |
NUE | D | 0.07% | |
OXY | F | 0.07% | |
DD | B | 0.07% | |
ED | B | 0.07% | |
XEL | B | 0.07% | |
DFS | C | 0.07% | |
BKR | C | 0.07% | |
RMD | C | 0.07% | |
MNST | D | 0.07% | |
KEYS | B | 0.06% | |
FTV | C | 0.06% | |
VLTO | B | 0.06% | |
CAH | C | 0.06% | |
ETR | A | 0.06% | |
ANSS | D | 0.06% | |
GPN | D | 0.06% | |
DXCM | F | 0.06% | |
AXON | B | 0.06% | |
AWK | C | 0.06% | |
HSY | D | 0.06% | |
BIIB | F | 0.06% | |
NVR | B | 0.06% | |
FITB | B | 0.06% | |
WTW | B | 0.06% | |
ADM | D | 0.06% | |
PHM | B | 0.06% | |
PPG | C | 0.06% | |
TSCO | B | 0.06% | |
ROK | D | 0.06% | |
ON | D | 0.06% | |
MTD | C | 0.06% | |
WEC | B | 0.06% | |
MTB | C | 0.06% | |
CDW | D | 0.06% | |
DAL | C | 0.06% | |
LULU | D | 0.06% | |
EBAY | B | 0.06% | |
NDAQ | C | 0.06% | |
KHC | C | 0.06% | |
CBOE | C | 0.05% | |
WDC | C | 0.05% | |
STX | B | 0.05% | |
COO | C | 0.05% | |
MRNA | F | 0.05% | |
WST | D | 0.05% | |
FE | B | 0.05% | |
GDDY | C | 0.05% | |
AEE | B | 0.05% | |
HUBB | B | 0.05% | |
DECK | C | 0.05% | |
SMCI | F | 0.05% | |
BLDR | C | 0.05% | |
RJF | C | 0.05% | |
STE | B | 0.05% | |
SW | B | 0.05% | |
BRO | C | 0.05% | |
PPL | A | 0.05% | |
ES | B | 0.05% | |
TROW | C | 0.05% | |
WY | C | 0.05% | |
TTWO | D | 0.05% | |
BR | C | 0.05% | |
HPE | C | 0.05% | |
LYB | D | 0.05% | |
TYL | C | 0.05% | |
NTAP | D | 0.05% | |
CHD | C | 0.05% | |
DVN | F | 0.05% | |
VTR | C | 0.05% | |
FSLR | C | 0.05% | |
SBAC | C | 0.05% | |
DTE | A | 0.05% | |
DOV | B | 0.05% | |
HAL | F | 0.05% | |
EQR | C | 0.05% | |
IFF | A | 0.05% | |
GRMN | D | 0.05% | |
STT | B | 0.05% | |
IP | C | 0.04% | |
DGX | B | 0.04% | |
AVY | C | 0.04% | |
UAL | B | 0.04% | |
TSN | D | 0.04% | |
STLD | C | 0.04% | |
WRB | D | 0.04% | |
EXPD | B | 0.04% | |
LUV | C | 0.04% | |
CTRA | F | 0.04% | |
FDS | C | 0.04% | |
ALGN | D | 0.04% | |
MAS | B | 0.04% | |
EXPE | C | 0.04% | |
NRG | B | 0.04% | |
PFG | B | 0.04% | |
CNP | C | 0.04% | |
WBD | D | 0.04% | |
NTRS | C | 0.04% | |
APTV | D | 0.04% | |
J | A | 0.04% | |
LH | D | 0.04% | |
CFG | D | 0.04% | |
ARE | C | 0.04% | |
HOLX | D | 0.04% | |
ZBRA | B | 0.04% | |
DG | F | 0.04% | |
PKG | B | 0.04% | |
MAA | C | 0.04% | |
GPC | D | 0.04% | |
BBY | A | 0.04% | |
ULTA | D | 0.04% | |
CCL | C | 0.04% | |
BAX | C | 0.04% | |
ESS | C | 0.04% | |
EL | D | 0.04% | |
WAT | B | 0.04% | |
SYF | C | 0.04% | |
OMC | B | 0.04% | |
BALL | C | 0.04% | |
DRI | C | 0.04% | |
TDY | B | 0.04% | |
CLX | C | 0.04% | |
INVH | D | 0.04% | |
MOH | D | 0.04% | |
EQT | C | 0.04% | |
CMS | B | 0.04% | |
MKC | C | 0.04% | |
CINF | C | 0.04% | |
TER | C | 0.04% | |
PTC | C | 0.04% | |
RF | B | 0.04% | |
LDOS | A | 0.04% | |
ATO | B | 0.04% | |
CPAY | B | 0.04% | |
HBAN | B | 0.04% | |
ZBH | F | 0.04% | |
K | A | 0.04% | |
CHRW | B | 0.03% | |
ALLE | B | 0.03% | |
TECH | C | 0.03% | |
EMN | B | 0.03% | |
SJM | C | 0.03% | |
JKHY | B | 0.03% | |
FFIV | B | 0.03% | |
JNPR | A | 0.03% | |
JBL | C | 0.03% | |
ERIE | B | 0.03% | |
HST | D | 0.03% | |
CPT | C | 0.03% | |
AES | C | 0.03% | |
VTRS | D | 0.03% | |
JBHT | D | 0.03% | |
UDR | C | 0.03% | |
CE | D | 0.03% | |
NDSN | C | 0.03% | |
POOL | C | 0.03% | |
BG | F | 0.03% | |
ROL | C | 0.03% | |
UHS | C | 0.03% | |
EVRG | B | 0.03% | |
TRMB | C | 0.03% | |
L | D | 0.03% | |
GEN | A | 0.03% | |
DPZ | D | 0.03% | |
DLTR | F | 0.03% | |
CF | B | 0.03% | |
LVS | C | 0.03% | |
SNA | B | 0.03% | |
AKAM | D | 0.03% | |
RVTY | B | 0.03% | |
VRSN | C | 0.03% | |
NI | B | 0.03% | |
LNT | A | 0.03% | |
CAG | B | 0.03% | |
DOC | B | 0.03% | |
ENPH | D | 0.03% | |
SWKS | F | 0.03% | |
MRO | D | 0.03% | |
KIM | C | 0.03% | |
PNR | B | 0.03% | |
AMCR | B | 0.03% | |
IEX | C | 0.03% | |
KEY | C | 0.03% | |
LYV | A | 0.03% | |
SWK | B | 0.03% | |
TXT | D | 0.03% | |
PODD | C | 0.03% | |
EG | B | 0.03% | |
RL | B | 0.02% | |
WYNN | C | 0.02% | |
DVA | B | 0.02% | |
BWA | C | 0.02% | |
FMC | B | 0.02% | |
IVZ | B | 0.02% | |
MOS | F | 0.02% | |
MHK | B | 0.02% | |
PAYC | D | 0.02% | |
FRT | C | 0.02% | |
GNRC | D | 0.02% | |
MGM | D | 0.02% | |
CZR | C | 0.02% | |
HSIC | C | 0.02% | |
FOXA | B | 0.02% | |
NCLH | B | 0.02% | |
HRL | F | 0.02% | |
APA | F | 0.02% | |
DAY | D | 0.02% | |
HAS | B | 0.02% | |
MTCH | C | 0.02% | |
LW | D | 0.02% | |
GL | D | 0.02% | |
TAP | D | 0.02% | |
SOLV | D | 0.02% | |
QRVO | F | 0.02% | |
MKTX | D | 0.02% | |
TPR | A | 0.02% | |
AOS | B | 0.02% | |
NWSA | D | 0.02% | |
AIZ | B | 0.02% | |
CPB | C | 0.02% | |
ALB | D | 0.02% | |
PNW | C | 0.02% | |
HII | F | 0.02% | |
INCY | C | 0.02% | |
LKQ | F | 0.02% | |
CRL | F | 0.02% | |
CTLT | B | 0.02% | |
EPAM | F | 0.02% | |
TFX | B | 0.02% | |
IPG | C | 0.02% | |
REG | C | 0.02% | |
BXP | C | 0.02% | |
KMX | D | 0.02% | |
NWS | D | 0.01% | |
FOX | B | 0.01% | |
PARA | D | 0.01% | |
WBA | F | 0.01% | |
BEN | F | 0.01% | |
BBWI | D | 0.01% |
IVV Underweight 0 Positions Relative to USMC
Symbol | Grade | Weight |
---|
IVV: Top Represented Industries & Keywords
USMC: Top Represented Industries & Keywords