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LCAP vs CGMM

Principal Capital Appreciation Select ETF vs Capital Group U.S. Small and Mid Cap ETF

LCAP

Principal Capital Appreciation Select ETF

Principal Funds

Annual cost

0.29%

Fund size

$264M

CGMM

Capital Group U.S. Small and Mid Cap ETF

Capital Group

Annual cost

0.51%

Fund size

$2.5B

Key differences

  • LCAP costs 0.22% less per year.
  • CGMM is significantly larger than LCAP — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

LCAPCGMM
Annual cost (TER)0.29%0.51%
Fund size (AUM)$264M$2.5B
Since20252025
Dividend yield0.10%0.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.3%+25.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.88%15.95%
Max drawdown-11.31%-21.04%

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

Similar to LCAP and CGMM