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LCAP vs FMDE

Principal Capital Appreciation Select ETF vs Fidelity Enhanced Mid Cap Core ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

FMDE

Fidelity Enhanced Mid Cap Core ETF

Annual cost

0.23%

Fund size

$7.0B

Key differences

Both LCAP and FMDE are equity ETFs. LCAP charges 0.29% a year and FMDE 0.23%. The main difference: LCAP follows a active selection strategy; FMDE uses index enhanced.

  • LCAP follows a active selection strategy; FMDE uses index enhanced.
  • FMDE costs 0.06% less per year.
  • FMDE is much larger than LCAP. Larger funds are usually more liquid and less likely to close.
  • FMDE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCAPFMDE
Annual cost (TER)0.29%0.23%
Fund size (AUM)$319M$7.0B
Since20252007
Dividend yield0.10%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+22.6%+16.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.15%13.82%
Max drawdown-11.31%-21.10%

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

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