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NBSM vs LCAP

Neuberger Small-Mid Cap ETF vs Principal Capital Appreciation Select ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

Key differences

Both NBSM and LCAP are equity ETFs. NBSM charges 0.65% a year and LCAP 0.29%. The main difference: LCAP costs 0.36% less per year.

  • LCAP costs 0.36% less per year.

Side-by-side comparison

NBSMLCAP
Annual cost (TER)0.65%0.29%
Fund size (AUM)$226M$319M
Since20242025
Dividend yield0.38%0.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+10.3%+24.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.05%13.21%
Max drawdown-25.16%-11.31%

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

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