USMC vs. LVOL ETF Comparison
Comparison of Principal U.S. Mega-Cap ETF (USMC) to American Century Low Volatility ETF (LVOL)
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
LVOL
American Century Low Volatility ETF
LVOL Description
The investment seeks capital appreciation. The fund generally invests in common stocks of U.S. companies that have a market capitalization greater than $2 billion. It seeks to deliver a lower realized portfolio volatility than its benchmark, the S&P 500® Index, by utilizing a stock selection process that expands on traditional measures of price volatility by including measures of asymmetric volatility and seeking securities of businesses that demonstrate consistent cash-flows, stable operations, and strong balance sheets. The fund is an actively managed ETF that does not seek to replicate the performance of a specified index.Grade (RS Rating)
Last Trade
$54.26
Average Daily Volume
242
98
Performance
| Period | USMC | LVOL |
|---|---|---|
| 30 Days | 2.51% | 2.09% |
| 60 Days | 5.82% | 4.45% |
| 90 Days | 4.50% | 6.27% |
| 12 Months | 32.96% | 25.89% |
15 Overlapping Holdings
| Symbol | Grade | Weight in USMC | Weight in LVOL | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 6.83% | 6.82% | 6.82% | |
| ABBV | B | 3.15% | 0.1% | 0.1% | |
| AMZN | C | 3.58% | 2.06% | 2.06% | |
| BRK.A | C | 5.08% | 2.5% | 2.5% | |
| COST | C | 2.81% | 2.0% | 2.0% | |
| GOOGL | D | 3.92% | 2.1% | 2.1% | |
| HD | B | 3.27% | 2.49% | 2.49% | |
| JNJ | C | 3.03% | 2.9% | 2.9% | |
| LLY | D | 2.75% | 0.15% | 0.15% | |
| MA | B | 4.68% | 2.39% | 2.39% | |
| MRK | F | 2.48% | 1.86% | 1.86% | |
| MSFT | C | 6.68% | 8.21% | 6.68% | |
| PG | C | 4.56% | 2.73% | 2.73% | |
| V | C | 4.5% | 3.05% | 3.05% | |
| WMT | B | 3.15% | 0.34% | 0.34% |
USMC Underweight 83 Positions Relative to LVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CSCO | B | -2.59% | |
| ACN | C | -2.45% | |
| LIN | B | -2.33% | |
| KO | B | -1.92% | |
| MMC | C | -1.89% | |
| MDT | B | -1.85% | |
| APH | C | -1.79% | |
| CTAS | C | -1.73% | |
| TEL | D | -1.71% | |
| SPGI | C | -1.48% | |
| INTU | D | -1.47% | |
| CTSH | B | -1.42% | |
| ABT | C | -1.35% | |
| PEP | D | -1.35% | |
| DOX | C | -1.28% | |
| MCD | B | -1.25% | |
| PAYX | C | -1.23% | |
| CB | B | -1.2% | |
| HON | C | -1.19% | |
| BSX | B | -1.06% | |
| CMI | B | -1.02% | |
| SHW | B | -1.0% | |
| RSG | D | -0.99% | |
| CL | C | -0.97% | |
| PTC | C | -0.97% | |
| GD | C | -0.96% | |
| MCO | C | -0.89% | |
| ECL | B | -0.86% | |
| WM | D | -0.86% | |
| MSI | B | -0.8% | |
| ITW | B | -0.78% | |
| DOV | B | -0.77% | |
| ROP | C | -0.77% | |
| ADSK | B | -0.7% | |
| GOOG | D | -0.7% | |
| SYK | C | -0.68% | |
| HIG | B | -0.66% | |
| EA | D | -0.66% | |
| IBM | B | -0.63% | |
| TDY | B | -0.63% | |
| AMP | B | -0.59% | |
| NDSN | C | -0.58% | |
| KMB | C | -0.55% | |
| TRV | C | -0.5% | |
| GWW | B | -0.48% | |
| FAST | C | -0.48% | |
| IT | C | -0.45% | |
| VRSK | D | -0.44% | |
| YUM | B | -0.43% | |
| CMCSA | C | -0.39% | |
| OTIS | B | -0.37% | |
| SNA | B | -0.33% | |
| GRMN | D | -0.3% | |
| LOW | B | -0.29% | |
| BLK | B | -0.28% | |
| BR | C | -0.28% | |
| NTAP | D | -0.28% | |
| HOLX | D | -0.22% | |
| PKG | B | -0.22% | |
| MDLZ | C | -0.21% | |
| AVY | C | -0.2% | |
| MAS | B | -0.2% | |
| CRM | C | -0.19% | |
| VRSN | C | -0.19% | |
| DLB | D | -0.19% | |
| FDS | C | -0.18% | |
| ZBH | F | -0.17% | |
| IEX | C | -0.17% | |
| JKHY | B | -0.15% | |
| FFIV | B | -0.14% | |
| ORLY | B | -0.13% | |
| CDW | D | -0.12% | |
| AJG | D | -0.1% | |
| AXP | B | -0.1% | |
| AON | B | -0.1% | |
| CW | B | -0.1% | |
| ITT | B | -0.09% | |
| CHE | C | -0.08% | |
| GGG | C | -0.08% | |
| DCI | C | -0.08% | |
| LSTR | D | -0.08% | |
| AVB | C | -0.06% | |
| VLTO | B | -0.04% |
USMC: Top Represented Industries & Keywords
LVOL: Top Represented Industries & Keywords
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