LCAP

ETFActive

Principal Capital Appreciation Select ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.29%
Annual Cost per $10K
$29.00
30-Year Fee Drag per $10K
$5,952
at 7% annual return
Fund Type
ETF
Active

Asset Allocation

US Equity
91%
Intl Equity
7%
Cash
2%

Fee Comparison

LCAP
0.29%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

73% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+15.00%8 months
Compare to

Fee Impact Calculator

$
%
LCAP at 0.29%$350,852
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$29,761
Cost vs index fund−$26,573

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
LCAPPrincipal Capital Appreciation Select ETF0.29%
AWSHXWashington Mutual Investors Fund0.31%
FCNKXFidelity Contrafund0.56%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
AMCFXAMCAP Fund0.43%
AICCXInvestment Co of America0.32%
AFMFXAmerican Mutual Fund0.57%
VPMAXVANGUARD PRIMECAP FUND0.31%
IWDiShares Russell 1000 Value ETF0.18%
IJHiShares Core S&P Mid-Cap ETF0.05%
IWRiShares Russell Mid-Cap ETF0.18%
FGCKXFidelity Growth Company Fund0.45%
MFEKXMFS Growth Fund0.49%
FLCNXFidelity Contrafund K60.45%
VWNAXVANGUARD WINDSOR II FUND0.23%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FSMDXFidelity Mid Cap Index Fund0.03%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FSKAXFidelity Total Market Index Fund0.01%
QQQMInvesco NASDAQ 100 ETF0.15%
FMAEXFidelity Magellan Fund0.62%
FSMAXFidelity Extended Market Index Fund0.03%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
FRISXFranklin Rising Dividends Fund0.52%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
SCHDSchwab U.S. Dividend Equity ETF0.06%
ITOTiShares Core S&P Total U.S. Stock Market ETF0.03%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
DFQTXU.S. CORE EQUITY 2 PORTFOLIO$1M min0.18%
FCFMXFidelity Series Total Market Index Fund0.00%
XLIThe Industrial Select Sector SPDR Fund0.08%
DFACDimensional U.S. Core Equity 2 ETF0.17%
VWNEXVANGUARD WINDSOR FUND0.26%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
FBCCXFidelity Blue Chip Growth Fund0.97%
FDTRXFranklin Dynatech Fund0.45%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
QUALiShares MSCI USA Quality Factor ETF0.15%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
BBGLXBridge Builder Large Cap Growth Fund0.19%
USMViShares MSCI USA Min Vol Factor ETF0.15%
XLFThe Financial Select Sector SPDR Fund0.08%
MEIAXMFS Value Fund0.79%
DFUVDimensional U.S. Marketwide Value ETF0.21%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
WFSPXiShares S&P 500 Index Fund0.22%
FGKFXFidelity Growth Company K6 Fund0.45%
OIEFXJPMorgan Equity Income Fund0.95%
JVMAXDisciplined Value Mid Cap Fund0.74%
OAZMXOakmark Fund0.63%
IWBiShares Russell 1000 ETF0.15%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
HNACXHarbor Capital Appreciation Fund0.59%
COWZPacer US Cash Cows 100 ETF0.49%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
FCGSXFidelity Series Growth Company Fund0.00%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
XLEThe Energy Select Sector SPDR Fund0.08%
IWPiShares Russell Mid-Cap Growth ETF0.23%
DGROiShares Core Dividend Growth ETF0.08%
SCHASchwab U.S. Small-Cap ETF0.04%
JMUEXJPMorgan U.S. Equity Fund0.94%
TRZQXT. Rowe Price Equity Income Fund0.53%
NBGAXNeuberger Berman Genesis Fund0.02%
FSBDXFidelity Series Blue Chip Growth Fund0.00%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
SCHBSchwab U.S. Broad Market ETF0.03%
IWSiShares Russell Mid-Cap Value ETF0.23%
SCHMSchwab U.S. Mid-Cap ETF0.04%
PRILXParnassus Core Equity Fund$1M min0.61%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
LSITXClearBridge Large Cap Growth Fund0.64%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
PEIYXPutnam Large Cap Value Fund0.63%
SPYVSPDR Portfolio S&P 500 Value ETF0.04%
JHQAXJPMorgan Hedged Equity Fund0.82%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
XLYThe Consumer Discretionary Select Sector SPDR Fund0.08%
PFFiShares Preferred and Income Securities ETF0.45%
IHIiShares U.S. Medical Devices ETF0.38%
IJJiShares S&P Mid-Cap 400 Value ETF0.18%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
ONEQFidelity Nasdaq Composite Index ETF0.21%
SCHVSchwab U.S. Large-Cap Value ETF0.04%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
NOSIXStock Index Fund0.05%
FIFRXFranklin Growth Fund0.46%
FZANXFidelity Advisor New Insights Fund0.53%
FDSSXFidelity Stock Selector Fund0.49%
SPGPInvesco S&P 500 GARP ETF0.36%
SWSSXSchwab Small-Cap Index Fund0.04%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%

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