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LCAP vs BELT

Principal Capital Appreciation Select ETF vs iShares U.S. Select Equity Active ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

BELT

iShares U.S. Select Equity Active ETF

Annual cost

0.75%

Fund size

$10M

Key differences

Both LCAP and BELT are equity ETFs. LCAP charges 0.29% a year and BELT 0.75%. The main difference: LCAP costs 0.46% less per year.

  • LCAP costs 0.46% less per year.
  • LCAP is much larger than BELT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPBELT
Annual cost (TER)0.29%0.75%
Fund size (AUM)$319M$10M
Since20252024
Dividend yield0.10%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+22.6%+18.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.15%17.47%
Max drawdown-11.31%-23.05%

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

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