Screener
LCAP vs AGOX
Principal Capital Appreciation Select ETF vs Adaptive Alpha Opportunities ETF
Key differences
LCAP is an equity ETF, while AGOX is an alternative ETF. LCAP charges 0.29% a year and AGOX 1.33%.
- LCAP is an equity fund, while AGOX is an alternative 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
| LCAP | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.29% | 1.33% |
| Fund size (AUM) | $319M | $387M |
| Since | 2025 | 2012 |
| Dividend yield | 0.10% | 0.00% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.6% | +23.8% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | +8.1% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 13.15% | 18.45% |
| Max drawdown | -11.31% | -27.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.