Screener
LCAP vs IG
Principal Capital Appreciation Select ETF vs Principal Investment Grade Corporate ETF
Key differences
LCAP is an equity ETF, while IG is a fixed income ETF. LCAP charges 0.29% a year and IG 0.19%.
- LCAP is an equity fund, while IG is a fixed income fund. They carry different risk/return profiles.
- IG costs 0.10% less per year.
- IG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCAP | IG | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.19% |
| Fund size (AUM) | $319M | $180M |
| Since | 2025 | 2018 |
| Dividend yield | 0.10% | 5.04% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.6% | +5.7% |
| CAGR 3Y | N/A | +5.2% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.27 |
| Volatility 1Y | 13.15% | 4.66% |
| Max drawdown | -11.31% | -23.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.