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LCAP vs AIEQ

Principal Capital Appreciation Select ETF vs Amplify AI Powered Equity ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

AIEQ

Amplify AI Powered Equity ETF

Annual cost

0.75%

Fund size

$124M

Key differences

Both LCAP and AIEQ are equity ETFs. LCAP charges 0.29% a year and AIEQ 0.75%. The main difference: LCAP follows a active selection strategy; AIEQ uses index tracking.

  • LCAP follows a active selection strategy; AIEQ uses index tracking.
  • LCAP costs 0.46% less per year.
  • AIEQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCAPAIEQ
Annual cost (TER)0.29%0.75%
Fund size (AUM)$319M$124M
Since20252017
Dividend yield0.10%0.39%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.3%+20.0%
CAGR 3YN/A+17.5%
CAGR 5YN/A+5.6%
Sharpe 3YN/A0.76
Volatility 1Y13.21%12.66%
Max drawdown-11.31%-38.97%

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

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