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LCAP vs EPMV

Principal Capital Appreciation Select ETF vs Harbor Mid Cap Value ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

EPMV

Harbor Mid Cap Value ETF

Annual cost

0.88%

Fund size

$5M

Key differences

Both LCAP and EPMV are equity ETFs. LCAP charges 0.29% a year and EPMV 0.88%. The main difference: LCAP costs 0.59% less per year.

  • LCAP costs 0.59% less per year.
  • LCAP is much larger than EPMV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPEPMV
Annual cost (TER)0.29%0.88%
Fund size (AUM)$319M$5M
Since20252025
Dividend yield0.10%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+22.6%+27.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.15%15.27%
Max drawdown-11.31%-8.78%

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

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