Skip to content
Screener

LCAP vs PEPS

Principal Capital Appreciation Select ETF vs Parametric Equity Plus ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

PEPS

Parametric Equity Plus ETF

Annual cost

0.10%

Fund size

$28M

Key differences

LCAP is an equity ETF, while PEPS is an alternative ETF. LCAP charges 0.29% a year and PEPS 0.10%.

  • LCAP is an equity fund, while PEPS is an alternative fund. They carry different risk/return profiles.
  • LCAP follows a active selection strategy; PEPS uses option income.
  • PEPS costs 0.19% less per year.
  • LCAP is much larger than PEPS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPPEPS
Annual cost (TER)0.29%0.10%
Fund size (AUM)$319M$28M
Since20252024
Dividend yield0.10%0.88%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+24.3%+27.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.21%13.61%
Max drawdown-11.31%-9.79%

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

Similar to LCAP and PEPS