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EMPB vs LCAP

Efficient Market Portfolio Plus ETF vs Principal Capital Appreciation Select ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

Key differences

EMPB is an alternative ETF, while LCAP is an equity ETF. EMPB charges 2.21% a year and LCAP 0.29%.

  • EMPB is an alternative fund, while LCAP is an equity fund. They carry different risk/return profiles.
  • LCAP costs 1.92% less per year.
  • LCAP is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EMPBLCAP
Annual cost (TER)2.21%0.29%
Fund size (AUM)$21M$319M
Since20242025
Dividend yield0.77%0.10%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.0%+22.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.30%13.15%
Max drawdown-7.55%-11.31%

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

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