Screener
KAT vs LCAP
Scharf ETF vs Principal Capital Appreciation Select ETF
Key differences
Both KAT and LCAP are equity ETFs. KAT charges 0.75% a year and LCAP 0.29%. The main difference: LCAP costs 0.46% less per year.
- LCAP costs 0.46% less per year.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAT | LCAP | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.29% |
| Fund size (AUM) | $682M | $319M |
| Since | 2011 | 2025 |
| Dividend yield | 0.39% | 0.10% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +22.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 13.15% |
| Max drawdown | -9.25% | -11.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.