Screener
LCAP vs BSR
Principal Capital Appreciation Select ETF vs Beacon Selective Risk ETF
Key differences
LCAP is an equity ETF, while BSR is a fixed income ETF. LCAP charges 0.29% a year and BSR 1.09%.
- LCAP is an equity fund, while BSR is a fixed income fund. They carry different risk/return profiles.
- LCAP costs 0.80% less per year.
- LCAP is much larger than BSR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LCAP | BSR | |
|---|---|---|
| Annual cost (TER) | 0.29% | 1.09% |
| Fund size (AUM) | $319M | $37M |
| Since | 2025 | 2023 |
| Dividend yield | 0.10% | 1.02% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.3% | +11.6% |
| CAGR 3Y | N/A | +7.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.32 |
| Volatility 1Y | 13.21% | 8.78% |
| Max drawdown | -11.31% | -15.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.