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LCAP vs APUE

Principal Capital Appreciation Select ETF vs ActivePassive U.S. Equity ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

APUE

ActivePassive U.S. Equity ETF

Annual cost

0.31%

Fund size

$2.5B

Key differences

Both LCAP and APUE are equity ETFs. LCAP charges 0.29% a year and APUE 0.31%. The main difference: APUE is much larger than LCAP. Larger funds are usually more liquid and less likely to close.

  • APUE is much larger than LCAP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPAPUE
Annual cost (TER)0.29%0.31%
Fund size (AUM)$319M$2.5B
Since20252023
Dividend yield0.10%0.75%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+24.3%+26.2%
CAGR 3YN/A+21.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.16
Volatility 1Y13.21%12.59%
Max drawdown-11.31%-18.83%

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

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