Screener
DIVY vs LCAP
Sound Equity Income ETF vs Principal Capital Appreciation Select ETF
Key differences
Both DIVY and LCAP are equity ETFs. DIVY charges 0.45% a year and LCAP 0.29%. The main difference: LCAP costs 0.16% less per year.
- LCAP costs 0.16% less per year.
- LCAP is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- DIVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | LCAP | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.29% |
| Fund size (AUM) | $28M | $319M |
| Since | 2020 | 2025 |
| Dividend yield | 3.10% | 0.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +22.6% |
| CAGR 3Y | +9.7% | N/A |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | N/A |
| Volatility 1Y | 13.03% | 13.15% |
| Max drawdown | -18.23% | -11.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.