Screener
LCAP vs BTR
Principal Capital Appreciation Select ETF vs Beacon Tactical Risk ETF
Key differences
LCAP is an equity ETF, while BTR is a mixed asset ETF. LCAP charges 0.29% a year and BTR 1.08%.
- LCAP is an equity fund, while BTR is a mixed asset fund. They carry different risk/return profiles.
- LCAP costs 0.79% less per year.
- LCAP is much larger than BTR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LCAP | BTR | |
|---|---|---|
| Annual cost (TER) | 0.29% | 1.08% |
| Fund size (AUM) | $319M | $35M |
| Since | 2025 | 2023 |
| Dividend yield | 0.10% | 1.19% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.3% | +18.8% |
| CAGR 3Y | N/A | +4.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | 13.21% | 9.95% |
| Max drawdown | -11.31% | -16.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.