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LCAP vs DUSG

Principal Capital Appreciation Select ETF vs U.S. Small Cap Growth Portfolio: ETF Class Shares

LCAP

Principal Capital Appreciation Select ETF

Principal Funds

Annual cost

0.29%

Fund size

$264M

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

Key differences

  • DUSG is significantly larger than LCAP — larger funds tend to be more liquid and less likely to close.
  • DUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCAPDUSG
Annual cost (TER)0.29%0.32%
Fund size (AUM)$264M$1.9B
Since20252012
Dividend yield0.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.88%
Max drawdown-11.31%-4.19%

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

Similar to LCAP and DUSG