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LCAP vs BGRO

Principal Capital Appreciation Select ETF vs iShares Large Cap Growth Active ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$10M

Key differences

LCAP is an equity ETF, while BGRO is an alternative ETF. LCAP charges 0.29% a year and BGRO 0.55%.

  • LCAP is an equity fund, while BGRO is an alternative fund. They carry different risk/return profiles.
  • LCAP costs 0.26% less per year.
  • LCAP is much larger than BGRO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPBGRO
Annual cost (TER)0.29%0.55%
Fund size (AUM)$319M$10M
Since20252024
Dividend yield0.10%0.03%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+24.3%+18.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.21%18.88%
Max drawdown-11.31%-24.94%

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

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