Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Principal Capital Appreciation Select ETF (LCAP)
About this ETF
LCAP provides exposure to the US equity market while seeking long-term growth of capital. It is an actively managed portfolio of US companies of all market capitalizations including small and medium-sized firms. The fund, however, has an increased exposure to the large-cap spectrum of the market. In managing the fund, the advisers seek securities believed to be trading at a discount to their private market value, have competitive advantage, and/or have barriers to entry in their own industries.
Price
Top 10 holdings
| NVIDIA CORP COMMON STOCK USD.001 NVDA | 7.49% |
| APPLE INC COMMON STOCK USD.00001 AAPL | 6.54% |
| ALPHABET INC CL A COMMON STOCK USD.001 GOOGL | 5.33% |
| MICROSOFT CORP COMMON STOCK USD.00000625 MSFT | 3.96% |
| AMAZON.COM INC COMMON STOCK USD.01 AMZN | 3.81% |
| BROADCOM INC COMMON STOCK AVGO | 3.53% |
| VISA INC CLASS A SHARES COMMON STOCK USD.0001 V | 3.07% |
| JPMORGAN CHASE + CO COMMON STOCK USD1.0 JPM | 2.87% |
| LAM RESEARCH CORP COMMON STOCK USD.001 LRCX | 2.82% |
| GE VERNOVA INC COMMON STOCK USD.01 GEV | 2.76% |
Sector mix
No sector breakdown available for this fund.
Price chart
Returns
| 1 month | +4.23% |
| 3 months | +9.90% |
| 6 months | +11.04% |
| Year to date | +12.73% |
| 1 year | +23.56% |
| 3 years (ann.) | — |
| 5 years (ann.) | — |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 13.44% |
| Sharpe (1y) | 1.64 |
| Sharpe (3y) | — |
| Sortino (1y) | 2.50 |
| Max drawdown (1y) | -9.31% |
| Max drawdown (5y) | — |
| Max drawdown (full) | -9.31% |
| Beta vs S&P 500 (1y) | 0.97 |
| Correlation vs S&P 500 (1y) | 0.91 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Geographic exposure
Cost vs. peers
Comparison universe: 6,948 funds of the same asset class.
Cost impact calculator
Dividend history
Distributing share class Income is paid out to shareholders.
| Ex-date | Payment | Amount |
|---|---|---|
| 2025-12-29 | 2025-12-31 | USD 0.0310 |
ESG profile
Benchmark: average of 4,066 funds of the same asset class with derived ESG data.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF VTI | 0.03% | 2.30T | 1.05% | +19.93% | 1.48 |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 1.07% | +19.68% | 1.49 |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 1.09% | +19.68% | 1.49 |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 1.00% | +19.71% | 1.49 |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 0.49% | +37.54% | 2.26 |
| State Street SPDR S&P 500 ETF SPY.AX | 0.09% | 788.13B | 1.00% | +11.84% | 1.13 |
| Vanguard Total International Stock ETF VXUS | 0.05% | 652.30B | 2.61% | +20.58% | 1.21 |
| Invesco QQQ Trust, Series 1 QQQ | 0.18% | 481.14B | 0.43% | +28.14% | 1.43 |
| Vanguard Growth ETF VUG | 0.03% | 393.80B | 0.39% | +16.85% | 0.99 |
| Vanguard FTSE Developed Markets ETF VEA | 0.03% | 317.30B | 2.60% | +21.64% | 1.23 |
Cheaper alternatives
No fund of the class reaches 60% portfolio overlap — showing the cheapest funds of the class instead.
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF SPYM | 0.02% | 159.32B | 48.3% |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 48.2% |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 48.2% |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 47.9% |
| iShares Core S&P 500 UCITS ETF CSP1.L | 0.07% | 151.66B | 47.4% |
