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LCAP vs APIE

Principal Capital Appreciation Select ETF vs ActivePassive International Equity ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

APIE

ActivePassive International Equity ETF

Annual cost

0.45%

Fund size

$1.0B

Key differences

Both LCAP and APIE are equity ETFs. LCAP charges 0.29% a year and APIE 0.45%. The main difference: LCAP covers North America; APIE covers global markets excluding the US.

  • LCAP covers North America; APIE covers global markets excluding the US.
  • LCAP costs 0.16% less per year.
  • APIE is much larger than LCAP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPAPIE
Annual cost (TER)0.29%0.45%
Fund size (AUM)$319M$1.0B
Since20252023
Dividend yield0.10%3.45%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+24.3%+22.0%
CAGR 3YN/A+18.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.86
Volatility 1Y13.21%16.85%
Max drawdown-11.31%-15.94%

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

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