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LCAP vs LQ

Principal Capital Appreciation Select ETF vs Simplify Tax Aware Alternatives ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

LQ

Simplify Tax Aware Alternatives ETF

Annual cost

0.15%

Fund size

$2M

Key differences

Both LCAP and LQ are equity ETFs. LCAP charges 0.29% a year and LQ 0.15%. The main difference: LCAP covers North America; LQ covers global markets.

  • LCAP covers North America; LQ covers global markets.
  • LQ costs 0.14% less per year.
  • LCAP is much larger than LQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPLQ
Annual cost (TER)0.29%0.15%
Fund size (AUM)$319M$2M
Since20252026
Dividend yield0.10%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+24.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.21%
Max drawdown-11.31%-4.44%

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

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