Screener
AGOX vs LCAP
Adaptive Alpha Opportunities ETF vs Principal Capital Appreciation Select ETF
Key differences
AGOX is an alternative ETF, while LCAP is an equity ETF. AGOX charges 1.33% a year and LCAP 0.29%.
- AGOX is an alternative fund, while LCAP is an equity fund. They carry different risk/return profiles.
- LCAP costs 1.04% less per year.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGOX | LCAP | |
|---|---|---|
| Annual cost (TER) | 1.33% | 0.29% |
| Fund size (AUM) | $387M | $319M |
| Since | 2012 | 2025 |
| Dividend yield | 0.00% | 0.10% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.6% | +24.3% |
| CAGR 3Y | +18.6% | N/A |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.78 | N/A |
| Volatility 1Y | 18.54% | 13.21% |
| Max drawdown | -27.72% | -11.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.