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LCAP vs LCR

Principal Capital Appreciation Select ETF vs Leuthold Core ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

LCR

Leuthold Core ETF

Annual cost

0.84%

Fund size

$69M

Key differences

LCAP is an equity ETF, while LCR is a mixed asset ETF. LCAP charges 0.29% a year and LCR 0.84%.

  • LCAP is an equity fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
  • LCAP costs 0.55% less per year.
  • LCAP is much larger than LCR. Larger funds are usually more liquid and less likely to close.
  • LCR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCAPLCR
Annual cost (TER)0.29%0.84%
Fund size (AUM)$319M$69M
Since20252020
Dividend yield0.10%1.31%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+22.6%+11.5%
CAGR 3YN/A+10.7%
CAGR 5YN/A+6.4%
Sharpe 3YN/A0.85
Volatility 1Y13.15%7.74%
Max drawdown-11.31%-17.44%

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

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