Screener
PSET vs LCAP
Principal Quality ETF vs Principal Capital Appreciation Select ETF
Key differences
Both PSET and LCAP are equity ETFs. PSET charges 0.15% a year and LCAP 0.29%. The main difference: PSET costs 0.14% less per year.
- PSET costs 0.14% less per year.
- LCAP is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- PSET has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PSET | LCAP | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.29% |
| Fund size (AUM) | $29M | $319M |
| Since | 2016 | 2025 |
| Dividend yield | 0.62% | 0.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +22.6% |
| CAGR 3Y | +12.2% | N/A |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.56 | N/A |
| Volatility 1Y | 12.90% | 13.15% |
| Max drawdown | -34.74% | -11.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.