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LCAP vs DINE

Principal Capital Appreciation Select ETF vs Simplify Tax Aware Diversified Income Strategy ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

$3M

Key differences

Both LCAP and DINE are equity ETFs. LCAP charges 0.29% a year and DINE 0.15%. The main difference: LCAP covers North America; DINE covers emerging markets.

  • LCAP covers North America; DINE covers emerging markets.
  • DINE costs 0.14% less per year.
  • LCAP is much larger than DINE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPDINE
Annual cost (TER)0.29%0.15%
Fund size (AUM)$319M$3M
Since20252026
Dividend yield0.10%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionactive selection
CAGR 1Y+24.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.21%
Max drawdown-11.31%-1.23%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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