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LCAP vs EMPB

Principal Capital Appreciation Select ETF vs Efficient Market Portfolio Plus ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

LCAP is an equity ETF, while EMPB is an alternative ETF. LCAP charges 0.29% a year and EMPB 2.21%.

  • LCAP is an equity fund, while EMPB is an alternative fund. They carry different risk/return profiles.
  • LCAP costs 1.92% less per year.
  • LCAP is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPEMPB
Annual cost (TER)0.29%2.21%
Fund size (AUM)$319M$21M
Since20252024
Dividend yield0.10%0.77%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+22.6%+20.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.15%11.30%
Max drawdown-11.31%-7.55%

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

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