Screener
LCAP vs KAT
Principal Capital Appreciation Select ETF vs Scharf ETF
Key differences
Both LCAP and KAT are equity ETFs. LCAP charges 0.29% a year and KAT 0.75%. The main difference: LCAP costs 0.46% less per year.
- LCAP costs 0.46% less per year.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCAP | KAT | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.75% |
| Fund size (AUM) | $319M | $682M |
| Since | 2025 | 2011 |
| Dividend yield | 0.10% | 0.39% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.6% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 13.15% | — |
| Max drawdown | -11.31% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.