USMC:NSD-Principal U.S. Mega-Cap ETF (USD)

ETF | Large Blend |

Last Closing

USD 53.87

Change

+0.30 (+0.56)%

Market Cap

USD 2.38B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-14 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
DGRW WisdomTree U.S. Quality Divide..

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USD 12.97B
ESGU iShares ESG Aware MSCI USA ETF

+0.98 (+0.83%)

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FTCS First Trust Capital Strength E..

+0.87 (+1.04%)

USD 8.71B
VONE Vanguard Russell 1000 Index Fu..

+1.89 (+0.77%)

USD 4.82B
VTHR Vanguard Russell 3000 Index Fu..

+2.08 (+0.87%)

USD 2.43B
FEX First Trust Large Cap Core Alp..

+0.86 (+0.89%)

USD 1.20B
PKW Invesco BuyBack Achievers ETF

+1.06 (+1.03%)

USD 1.10B
SUSL iShares ESG MSCI USA Leaders E..

+0.62 (+0.64%)

USD 1.01B
CATH Global X S&P 500® Catholic Va..

+0.54 (+0.82%)

USD 0.86B
KRMA Global X Conscious Companies E..

+0.31 (+0.84%)

USD 0.65B

ETFs Containing USMC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.21% 100% F 80% B-
Dividend Return 0.33% 41% F 15% F
Total Return 15.54% 100% F 80% B-
Trailing 12 Months  
Capital Gain 24.21% 95% A 82% B
Dividend Return 1.46% 42% F 23% F
Total Return 25.67% 95% A 82% B
Trailing 5 Years  
Capital Gain 87.96% 89% A- 81% B-
Dividend Return 9.33% 83% B 39% F
Total Return 97.29% 95% A 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.29% 68% D+ 72% C
Dividend Return 14.89% 84% B 72% C
Total Return 1.60% 89% A- 40% F
Risk Return Profile  
Volatility (Standard Deviation) 15.56% 74% C 82% B
Risk Adjusted Return 95.69% 95% A 96% N/A
Market Capitalization 2.38B 74% C 82% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.