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LCAP vs RSMV

Principal Capital Appreciation Select ETF vs Relative Strength Managed Volatility Strategy ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

RSMV

Relative Strength Managed Volatility Strategy ETF

Annual cost

0.95%

Fund size

$29M

Key differences

Both LCAP and RSMV are equity ETFs. LCAP charges 0.29% a year and RSMV 0.95%. The main difference: LCAP costs 0.66% less per year.

  • LCAP costs 0.66% less per year.
  • LCAP is much larger than RSMV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPRSMV
Annual cost (TER)0.29%0.95%
Fund size (AUM)$319M$29M
Since20252025
Dividend yield0.10%0.93%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+24.3%+22.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.21%12.84%
Max drawdown-11.31%-17.58%

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

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