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LCAP vs TACK

Principal Capital Appreciation Select ETF vs Fairlead Tactical Sector Fund

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

Key differences

LCAP is an equity ETF, while TACK is a mixed asset ETF. LCAP charges 0.29% a year and TACK 0.69%.

  • LCAP is an equity fund, while TACK is a mixed asset fund. They carry different risk/return profiles.
  • LCAP costs 0.40% less per year.

Side-by-side comparison

LCAPTACK
Annual cost (TER)0.29%0.69%
Fund size (AUM)$319M$283M
Since20252022
Dividend yield0.10%1.22%
Asset classequitymixed asset
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+24.3%-88.6%
CAGR 3YN/A-48.1%
CAGR 5YN/AN/A
Sharpe 3YN/A-0.41
Volatility 1Y13.21%90.59%
Max drawdown-11.31%-90.38%

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

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