Screener
LCAP vs FESM
Principal Capital Appreciation Select ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
Both LCAP and FESM are equity ETFs. LCAP charges 0.29% a year and FESM 0.28%. The main difference: LCAP follows a active selection strategy; FESM uses index enhanced.
- LCAP follows a active selection strategy; FESM uses index enhanced.
- FESM is much larger than LCAP. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCAP | FESM | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.28% |
| Fund size (AUM) | $319M | $5.3B |
| Since | 2025 | 2007 |
| Dividend yield | 0.10% | 0.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +22.6% | +42.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 13.15% | 19.29% |
| Max drawdown | -11.31% | -26.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.