Screener
LCAP vs PHEQ
Principal Capital Appreciation Select ETF vs Parametric Hedged Equity ETF
Key differences
LCAP is an equity ETF, while PHEQ is an alternative ETF. LCAP charges 0.29% a year and PHEQ 0.29%.
- LCAP is an equity fund, while PHEQ is an alternative fund. They carry different risk/return profiles.
- LCAP follows a active selection strategy; PHEQ uses long short.
Side-by-side comparison
| LCAP | PHEQ | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.29% |
| Fund size (AUM) | $319M | $138M |
| Since | 2025 | 2023 |
| Dividend yield | 0.10% | 1.03% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | long short |
| CAGR 1Y | +22.6% | +14.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 13.15% | 6.16% |
| Max drawdown | -11.31% | -12.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.