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LCAP vs XLII

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

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

XLII

State Street Industrial Select Sector SPDR Premium Income ETF

Annual cost

0.00%

Fund size

$7M

Key differences

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

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

Side-by-side comparison

LCAPXLII
Annual cost (TER)0.29%0.00%
Fund size (AUM)$319M$7M
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%-10.10%

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

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