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LCAP vs AWAY

Principal Capital Appreciation Select ETF vs Amplify Travel Tech ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

AWAY

Amplify Travel Tech ETF

Annual cost

0.75%

Fund size

$24M

Key differences

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

  • LCAP follows a active selection strategy; AWAY uses index tracking.
  • LCAP covers North America; AWAY covers global markets.
  • LCAP costs 0.46% less per year.
  • LCAP is much larger than AWAY. Larger funds are usually more liquid and less likely to close.
  • AWAY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCAPAWAY
Annual cost (TER)0.29%0.75%
Fund size (AUM)$319M$24M
Since20252020
Dividend yield0.10%0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+24.3%-20.5%
CAGR 3YN/A+0.2%
CAGR 5YN/A-11.0%
Sharpe 3YN/A-0.03
Volatility 1Y13.21%22.61%
Max drawdown-11.31%-56.57%

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

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