Screener
YLD vs LCAP
Principal Active High Yield ETF vs Principal Capital Appreciation Select ETF
Key differences
YLD is a fixed income ETF, while LCAP is an equity ETF. YLD charges 0.39% a year and LCAP 0.29%.
- YLD is a fixed income fund, while LCAP is an equity fund. They carry different risk/return profiles.
- YLD covers global markets; LCAP covers North America.
- LCAP costs 0.10% less per year.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YLD | LCAP | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.29% |
| Fund size (AUM) | $545M | $319M |
| Since | 2015 | 2025 |
| Dividend yield | 7.29% | 0.10% |
| Asset class | fixed income | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.1% | +22.6% |
| CAGR 3Y | +8.8% | N/A |
| CAGR 5Y | +4.9% | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 4.35% | 13.15% |
| Max drawdown | -28.34% | -11.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.