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CGDV vs LCAP

Capital Group Dividend Value ETF vs Principal Capital Appreciation Select ETF

CGDV

Capital Group Dividend Value ETF

Annual cost

0.33%

Fund size

$35.2B

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

Key differences

Both CGDV and LCAP are equity ETFs. CGDV charges 0.33% a year and LCAP 0.29%. The main difference: CGDV is much larger than LCAP. Larger funds are usually more liquid and less likely to close.

  • CGDV is much larger than LCAP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

CGDVLCAP
Annual cost (TER)0.33%0.29%
Fund size (AUM)$35.2B$319M
Since20222025
Dividend yield1.17%0.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.4%+22.6%
CAGR 3Y+24.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.39N/A
Volatility 1Y11.97%13.15%
Max drawdown-21.81%-11.31%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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