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PLGI vs LCAP

PL Growth and Income ETF vs Principal Capital Appreciation Select ETF

PLGI

PL Growth and Income ETF

Annual cost

1.25%

Fund size

$54M

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

Key differences

PLGI is an alternative ETF, while LCAP is an equity ETF. PLGI charges 1.25% a year and LCAP 0.29%.

  • PLGI is an alternative fund, while LCAP is an equity fund. They carry different risk/return profiles.
  • PLGI follows a option income strategy; LCAP uses active selection.
  • LCAP costs 0.96% less per year.
  • LCAP is much larger than PLGI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PLGILCAP
Annual cost (TER)1.25%0.29%
Fund size (AUM)$54M$319M
Since20252025
Dividend yield0.10%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+24.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y13.21%
Max drawdown-7.26%-11.31%

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

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