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Principal FundsDerivative IncomePCOV · Cboe BZX

Principal Equity Premium Income ETF (PCOV)

Price
$24.40
—25 Sept 2026
Assets
$9.9M
Total net assets
Expense ratio
0.34%
Category 0.88%
Yield
—
Trailing distributions
3Y CAGR
—
Category 18.0%
5Y CAGR
—
Category 9.5%
Loading NAV history…
Principal Equity Premium Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.4%———————-2.8%
Derivative Income average1.6%6.5%19.5%10.3%13.6%18.0%9.5%8.5%9.4%
Difference-3.9%———————-12.2%

Holdings

The 10 largest positions make up 32.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AAPLApple Inc4.56%
MSFTMicrosoft Corp4.13%
JPMJPMorgan Chase & Co4.02%
MSMorgan Stanley3.24%
DHID.R. Horton Inc3.02%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR3.02%
COSTCostco Wholesale Corp2.85%
MRKMerck & Co Inc2.70%
CCitigroup Inc2.67%
UNPUnion Pacific Corp2.59%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
24.9
P/B
4.6
P/S
3.2
P/CF
18.4

Sector allocation

Share of the equity the fund holds.

19.6%Financial services11 sectors
  1. Financial services19.6%
  2. Technology19.5%
  3. Health care12.9%
  4. Industrials12.6%
  5. Consumer discretionary11.3%
  6. Energy6.1%
  7. Consumer staples5.4%
  8. Materials3.9%
  9. Real estate3.5%
  10. Communication services3.4%
  11. Utilities1.7%

Asset mix

  • Stocks97.9%
  • Cash2.1%

ETF details

Issuer
Principal Funds
Category
Equity · Derivative Income
Ticker
PCOV
Exchange
Cboe BZX
Inception
18 Aug 2026 (0.1 years)
Structure
Exchange Traded Fund
Expense ratio
0.34% (category 0.88%)
Holdings turnover
0% (category 68%)
Distribution yield
—
Beta, 3 years
0.00
Total net assets
$9.9M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other derivative income ETFs

Other ETFs in the Derivative Income category.

evenfolio

Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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