Screener
AAVM vs LCAP
Alpha Architect Global Factor Equity ETF vs Principal Capital Appreciation Select ETF
Key differences
Both AAVM and LCAP are equity ETFs. AAVM charges 0.38% a year and LCAP 0.29%. The main difference: AAVM covers global markets; LCAP covers North America.
- AAVM covers global markets; LCAP covers North America.
- LCAP costs 0.09% less per year.
- LCAP is much larger than AAVM. Larger funds are usually more liquid and less likely to close.
- AAVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AAVM | LCAP | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.29% |
| Fund size (AUM) | $26M | $319M |
| Since | 2017 | 2025 |
| Dividend yield | 1.74% | 0.10% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.9% | +24.3% |
| CAGR 3Y | +19.0% | N/A |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 15.96% | 13.21% |
| Max drawdown | -34.71% | -11.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.