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

ETF | Large Blend |

Last Closing

USD 54.2

Change

+0.33 (+0.61)%

Market Cap

USD 2.38B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-17 )

Largest Industry Peers for Large Blend

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

+0.41 (+0.50%)

USD 14.50B
ESGU iShares ESG Aware MSCI USA ETF

+0.53 (+0.42%)

USD 13.32B
PKW Invesco BuyBack Achievers ETF

+0.96 (+0.85%)

USD 1.19B
SUSL iShares ESG MSCI USA Leaders E..

+0.61 (+0.60%)

USD 1.11B
CATH Global X S&P 500® Catholic Va..

+0.32 (+0.47%)

USD 0.93B
KRMA Global X Conscious Companies E..

+0.25 (+0.64%)

USD 0.64B
IUS Invesco RAFI Strategic US ETF

+0.28 (+0.56%)

USD 0.57B
CFA VictoryShares US 500 Volatilit..

+0.55 (+0.65%)

USD 0.54B
CFO VictoryShares US 500 Enhanced ..

+0.42 (+0.61%)

USD 0.44B
VSDA VictoryShares Dividend Acceler..

+0.40 (+0.76%)

USD 0.26B

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 15.91% 100% F 81% B-
Dividend Return 0.33% 41% F 14% F
Total Return 16.24% 100% F 80% B-
Trailing 12 Months  
Capital Gain 24.97% 95% A 82% B
Dividend Return 1.46% 42% F 22% F
Total Return 26.43% 95% A 82% B
Trailing 5 Years  
Capital Gain 86.90% 89% A- 82% B
Dividend Return 9.22% 84% B 37% F
Total Return 96.12% 89% 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.