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LCAP vs XCOR

Principal Capital Appreciation Select ETF vs Fundx ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

Key differences

Both LCAP and XCOR are equity ETFs. LCAP charges 0.29% a year and XCOR 1.15%. The main difference: LCAP costs 0.86% less per year.

  • LCAP costs 0.86% less per year.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCAPXCOR
Annual cost (TER)0.29%1.15%
Fund size (AUM)$319M$193M
Since20252001
Dividend yield0.10%0.38%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+22.6%+24.6%
CAGR 3YN/A+21.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.01
Volatility 1Y13.15%13.29%
Max drawdown-11.31%-22.54%

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

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