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LCAP vs CGUS

Principal Capital Appreciation Select ETF vs Capital Group Core Equity ETF

LCAP

Principal Capital Appreciation Select ETF

Principal Funds

Annual cost

0.29%

Fund size

$264M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS is significantly larger than LCAP — larger funds tend to be more liquid and less likely to close.
  • LCAP follows a index tracking strategy; CGUS uses active selection.

Side-by-side comparison

LCAPCGUS
Annual cost (TER)0.29%0.33%
Fund size (AUM)$264M$10.3B
Since20252022
Dividend yield0.10%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.3%+27.8%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y12.88%12.50%
Max drawdown-11.31%-22.15%

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

Similar to LCAP and CGUS