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LCAP vs TCAF

Principal Capital Appreciation Select ETF vs T. Rowe Price Capital Appreciation Equity ETF

LCAP

Principal Capital Appreciation Select ETF

Principal Funds

Annual cost

0.29%

Fund size

$264M

TCAF

T. Rowe Price Capital Appreciation Equity ETF

T. Rowe Price

Annual cost

0.31%

Fund size

$6.9B

Key differences

  • TCAF is significantly larger than LCAP — larger funds tend to be more liquid and less likely to close.
  • LCAP follows a index tracking strategy; TCAF uses active selection.

Side-by-side comparison

LCAPTCAF
Annual cost (TER)0.29%0.31%
Fund size (AUM)$264M$6.9B
Since20252023
Dividend yield0.10%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+28.3%+22.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.88%11.66%
Max drawdown-11.31%-16.37%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LCAP and TCAF