EGGQ vs USMC
NestYield Visionary ETF vs Principal U.S. Mega-Cap ETF
Which is better, EGGQ or USMC?
USMC has been ahead.
USMC has a lower expense ratio. USMC led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EGGQ | USMC |
|---|---|---|
| Expense Ratio | 0.93% | 0.12%Best |
| AUM | $60M | $4.8B |
| Dividend Yield | 10.66% | 0.74% |
| Holdings | 70 | 213 |
| YTD Return | -10.06% | +11.75%Best |
| 1Y Return | -11.92% | +10.21%Best |
| 3Y Return (annualized) | - | +21.15% |
| 5Y Return (annualized) | - | +13.23% |
| Volatility (annualized) | 38.1% | 12.3%Best |
| Max Drawdown | -46.6% | -19.1%Best |
| $10,000 over 1.9 years | $11,167 | $12,810Best |
| Fund Family | NestYield | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 26, 2024 | Oct 11, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 30, 2024 to Nov 12, 2026 (1.9 years).
EGGQ vs USMC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
EGGQ vs USMC Performance
NestYield Visionary ETF (EGGQ) is an ETF from NestYield and Principal U.S. Mega-Cap ETF (USMC) is an ETF from Principal Funds. Over the past year EGGQ returned -11.92% while USMC returned +10.21%. Year to date, EGGQ is down 10.06% versus a gain of 11.75% for USMC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGGQ has been the more volatile fund, with annualized monthly volatility of 38.1% compared with 12.3% for USMC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -46.6% for EGGQ and -19.1% for USMC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EGGQ charges 0.93% per year while USMC charges 0.12%. On a $10,000 position that is $93 vs $12 annually, a gap of $81 per year that compounds over a long holding period. On income, EGGQ currently yields 10.66% against 0.74% for USMC.
You are not choosing between two funds in isolation.
Whichever of EGGQ and USMC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EGGQ or USMC?
EGGQ has an expense ratio of 0.93% while USMC charges 0.12%. USMC is the cheaper option, by $81 a year on a $10,000 investment.
Which performed better, EGGQ or USMC?
Over the past year EGGQ returned -11.92% vs +10.21% for USMC, so USMC leads on 1-year performance. Over the longest common window we track (2 years), EGGQ annualized +5.98% vs +13.92% for USMC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGGQ or USMC?
EGGQ has been the more volatile fund at 38.1% annualized versus 12.3% for USMC. Worst drawdown: EGGQ -46.6% vs USMC -19.1%.
Should I hold both EGGQ and USMC?
EGGQ and USMC have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EGGQ or USMC?
EGGQ yields 10.66% while USMC yields 0.74%, so EGGQ currently pays the higher dividend yield.
Is USMC better than EGGQ?
USMC has a lower expense ratio. USMC led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.