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LCAP vs SPIN

Principal Capital Appreciation Select ETF vs State Street US Equity Premium Income ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

SPIN

State Street US Equity Premium Income ETF

Annual cost

0.25%

Fund size

$47M

Key differences

LCAP is an equity ETF, while SPIN is an alternative ETF. LCAP charges 0.29% a year and SPIN 0.25%.

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

Side-by-side comparison

LCAPSPIN
Annual cost (TER)0.29%0.25%
Fund size (AUM)$319M$47M
Since20252024
Dividend yield0.10%6.42%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+24.3%+15.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.21%10.89%
Max drawdown-11.31%-16.85%

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

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