Screener
LCAP vs HEQT
Principal Capital Appreciation Select ETF vs Simplify Hedged Equity ETF
Key differences
LCAP is an equity ETF, while HEQT is an alternative ETF. LCAP charges 0.29% a year and HEQT 0.43%.
- LCAP is an equity fund, while HEQT is an alternative fund. They carry different risk/return profiles.
- LCAP follows a active selection strategy; HEQT uses long short.
- LCAP costs 0.14% less per year.
Side-by-side comparison
| LCAP | HEQT | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.43% |
| Fund size (AUM) | $319M | $323M |
| Since | 2025 | 2021 |
| Dividend yield | 0.10% | 1.19% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +24.3% | +13.6% |
| CAGR 3Y | N/A | +13.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 13.21% | 6.52% |
| Max drawdown | -11.31% | -11.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.