Skip to content
Screener

LCAP vs XLFI

Principal Capital Appreciation Select ETF vs State Street Financial Select Sector SPDR Premium Income ETF

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

XLFI

State Street Financial Select Sector SPDR Premium Income ETF

Annual cost

0.00%

Fund size

$5M

Key differences

LCAP is an equity ETF, while XLFI is an alternative ETF. LCAP charges 0.29% a year and XLFI 0.00%.

  • LCAP is an equity fund, while XLFI is an alternative fund. They carry different risk/return profiles.
  • LCAP follows a active selection strategy; XLFI uses option income.
  • XLFI costs 0.29% less per year.
  • LCAP is much larger than XLFI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LCAPXLFI
Annual cost (TER)0.29%0.00%
Fund size (AUM)$319M$5M
Since20252025
Dividend yield0.10%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+24.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.21%
Max drawdown-11.31%-11.89%

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

Similar to LCAP and XLFI