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LCAP vs FFDI

Principal Capital Appreciation Select ETF vs Fidelity Fundamental Developed

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

FFDI

Fidelity Fundamental Developed

Annual cost

0.55%

Fund size

$23M

Key differences

Both LCAP and FFDI are equity ETFs. LCAP charges 0.29% a year and FFDI 0.55%. The main difference: LCAP covers North America; FFDI covers global markets excluding the US.

  • LCAP covers North America; FFDI covers global markets excluding the US.
  • LCAP costs 0.26% less per year.
  • LCAP is much larger than FFDI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPFFDI
Annual cost (TER)0.29%0.55%
Fund size (AUM)$319M$23M
Since20252024
Dividend yield0.10%2.07%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+22.6%+7.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.15%17.31%
Max drawdown-11.31%-14.39%

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

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