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LCAP vs CCOR

Principal Capital Appreciation Select ETF vs Core Alternative ETF

LCAP

Principal Capital Appreciation Select ETF

Principal Funds

Annual cost

0.29%

Fund size

$264M

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

Key differences

  • LCAP costs 1.00% less per year.
  • LCAP is significantly larger than CCOR — larger funds tend to be more liquid and less likely to close.
  • LCAP is classified as equity, while CCOR is alternative — different risk/return profiles.
  • LCAP follows a index tracking strategy; CCOR uses option income.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCAPCCOR
Annual cost (TER)0.29%1.29%
Fund size (AUM)$264M$28M
Since20252017
Dividend yield0.10%1.08%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+28.3%-4.9%
CAGR 3YN/A-2.5%
CAGR 5YN/A-2.3%
Sharpe 3YN/A-0.56
Volatility 1Y12.88%6.92%
Max drawdown-11.31%-22.99%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LCAP and CCOR