Screener
RULE vs LCAP
Adaptive Core ETF vs Principal Capital Appreciation Select ETF
Key differences
RULE is a mixed asset ETF, while LCAP is an equity ETF. RULE charges 1.84% a year and LCAP 0.29%.
- RULE is a mixed asset fund, while LCAP is an equity fund. They carry different risk/return profiles.
- LCAP costs 1.55% less per year.
- LCAP is much larger than RULE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| RULE | LCAP | |
|---|---|---|
| Annual cost (TER) | 1.84% | 0.29% |
| Fund size (AUM) | $16M | $319M |
| Since | 2021 | 2025 |
| Dividend yield | 0.00% | 0.10% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +40.9% | +22.6% |
| CAGR 3Y | +17.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 21.56% | 13.15% |
| Max drawdown | -30.48% | -11.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.