Principal Exchange-Traded Funds Principal U.S. Mega-Cap ETF(USMC · ETF)
ETF quote, holdings, sector allocation, technicals, and options analytics.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $62.28 – $77.20
- YTD
- +12.75%
- IV Rank (30D)
- 11.57
- Straddle Price
- $2.10
Principal Exchange-Traded Funds Principal U.S. Mega-Cap ETF (USMC) ETF
- Exchange
- XNAS
- Inception
- 2017-10-11
- Has Options
- Yes
| Ex-Date | Pay Date | Amount | Type |
|---|---|---|---|
| 2026-07-01 | 2026-07-06 | $0.1390 | CD |
| 2026-04-01 | 2026-04-06 | $0.1463 | CD |
| 2025-12-29 | 2025-12-31 | $0.1408 | CD |
| 2025-10-01 | 2025-10-03 | $0.1394 | CD |
| 2025-07-01 | 2025-07-03 | $0.1262 | CD |
| 2025-04-01 | 2025-04-03 | $0.1323 | CD |
| Symbol | Name | Weight % | Asset Class | Country |
|---|---|---|---|---|
| NVDA | NVIDIA Corp | 7.86% | Equity (common) | US |
| AAPL | Apple Inc | 7.02% | Equity (common) | US |
| MSFT | Microsoft Corp | 6.21% | Equity (common) | US |
| GOOGL | Alphabet Inc | 5.68% | Equity (common) | US |
| JPM | JPMorgan Chase & Co | 4.87% | Equity (common) | US |
| TSLA | Tesla Inc | 4.67% | Equity (common) | US |
| V | Visa Inc | 4.48% | Equity (common) | US |
| MA | Mastercard Inc | 4.27% | Equity (common) | US |
| AVGO | Broadcom Inc | 4.16% | Equity (common) | US |
| COST | Costco Wholesale Corp | 4.03% | Equity (common) | US |
| PLTR | Palantir Technologies Inc | 3.96% | Equity (common) | US |
| META | Meta Platforms Inc | 3.92% | Equity (common) | US |
| LLY | Eli Lilly & Co | 3.91% | Equity (common) | US |
| ABBV | AbbVie Inc | 3.83% | Equity (common) | US |
| XOM | Exxon Mobil Corp | 3.82% | Equity (common) | US |
| AMZN | Amazon.com Inc | 3.75% | Equity (common) | US |
| BRK.B | Berkshire Hathaway Inc | 3.63% | Equity (common) | US |
| NFLX | Netflix Inc | 3.48% | Equity (common) | US |
| PG | Procter & Gamble Co/The | 3.19% | Equity (common) | US |
| JNJ | Johnson & Johnson | 2.99% | Equity (common) | US |
| WMT | Walmart Inc | 2.98% | Equity (common) | US |
| BAC | Bank of America Corp | 2.88% | Equity (common) | US |
| HD | Home Depot Inc/The | 2.16% | Equity (common) | US |
| ORCL | Oracle Corp | 2.13% | Equity (common) | US |
| — | State Street Institutional US Government Money Market Fund | 0.15% | Short-term investment | US |
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +1.36% | 6 |
| Feb | -1.46% | 6 |
| Mar | +0.01% | 6 |
| Apr | +1.43% | 6 |
| May | +3.22% | 6 |
| Jun | +0.97% | 6 |
| Jul | +2.18% | 6 |
| Aug | +1.38% | 6 |
| Sep | -1.84% | 6 |
| Oct | +1.99% | 5 |
| Nov | +3.49% | 5 |
| Dec | +0.56% | 5 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: USMC
Executive Summary:
BULLISH with a confidence level of 7/10.
Key drivers: Technical momentum signals, moderate volatility, and positive news sentiment.
Primary risks: High-beta movement relative to market, potential for increased volatility if market shifts.
Investment thesis: USMC is likely to continue its uptrend due to strong technical indicators and recent positive news. However, investors should be cautious of the stock's high beta and potential for increased volatility.
Recent news sentiment impact: The news headlines have been predominantly positive, which has contributed to the stock's upward momentum.
Technical Analysis:
Trend Direction: Medium-term (1-3 months) uptrend.
Support/Resistance Levels: SMA 20 at $76.25 and Bollinger Band Lower at $75.52 serve as support levels, while the Upper Bollinger Band at $76.99 and SMA 200 at $70.42 provide resistance.
Momentum Signals:
- RSI interpretation: Neutral (59.76) with no clear buy or sell signal.
- MACD signal: Bullish momentum with a positive histogram.
- Bollinger Bands position: Squeeze, indicating potential for increased volatility.
Volume Analysis: Volume has been trending downward (-30.21%) over the past few weeks, which may indicate institutional interest and potentially higher prices ahead.
News & Sentiment Analysis:
Recent Headlines Summary: The news headlines have been positive, with articles highlighting advisor boosts and principal ETF share loads, indicating a bullish sentiment.
Sentiment Assessment: Aggregate news sentiment is POSITIVE (7/10).
Catalyst Identification: No specific catalysts are identified in the recent news headlines, but continued positive sentiment could drive prices higher.
Market Narrative: The market narrative appears to be aligning with the technical signals, as the stock's uptrend is supported by positive news and momentum indicators.
Risk & Volatility Assessment:
Beta Interpretation: Beta of 0.91 indicates a moderate risk profile relative to the broader market.
Volatility Regime: Moderate volatility (Stock Volatility: 0.12) with potential for increased volatility if market shifts.
Options Market Signals:
- IV Rank: Low (11.6%), indicating historically low implied volatility.
- Current IV: 15.5% is relatively high compared to the historical average, but still within a reasonable range.
- Expected Move: $2.10 (42 DTE) is lower than the current price movement.
Downside Protection: Support levels and risk management considerations should be implemented to protect against potential losses.
Market Context & Positioning:
Sector Performance: USMC performs relatively well compared to its sector, with a beta of 0.91 indicating moderate volatility.
Institutional Activity: Volume patterns suggest institutional interest and potentially higher prices ahead.
Correlation Analysis: Correlation with the broader market is high (R-squared: 0.94), indicating a strong trend in line with the market's direction.
Relative Valuation: Position within a trading range, with potential for further price increases if technical momentum signals continue to support the uptrend.
Key Levels & Action Items:
- Critical Price Levels: Support at SMA 20 ($76.25) and Bollinger Band Lower ($75.52), resistance at Upper Bollinger Band ($76.99).
- Breakout/Breakdown Levels: Break above SMA 200 ($70.42) or below the lower Bollinger Band ($75.52) could trigger significant price movements.
- Time-Sensitive Catalysts: No specific catalysts are identified, but continued positive sentiment and technical momentum signals could drive prices higher.
- Risk Management: Implement stop-loss levels and position sizing considerations to protect against potential losses.
Recommendations:
Based on the analysis, I recommend a medium-term bullish stance with caution. Investors should consider implementing risk management strategies, such as setting stop-loss levels and adjusting position sizes, to protect against potential losses. The stock's high beta and potential for increased volatility should be monitored closely.
- IV Rank (30D)
- 11.57
- IV Rank (7D)
- 70.55
- Avg IV
- 15.5%
- Straddle (30D)
- $2.10
- Straddle (7D)
- $1.45
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 0.91
- Correlation (SPY)
- 94.4%
- R²
- 0.89
- Ann. Volatility
- 12.4%
- SPY Volatility
- 12.8%
Moderate volatility - stock generally follows market
Click any bar to view the full quote for that stock.
| Symbol | Name | Weight % | Price | 1 Day | 1 Week | 1 Month |
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