Compare · 2 funds side by side · dividends reinvested

IVV and LCAP

IVViShares×LCAPPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

IVV and LCAP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.3

Principal Capital Appreciation Select ETFUnsorted0.29%0.10%+9.5%+9.8%[…][…]−9.3%14.1%$1.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · LCAP 2025

Head to Head

Swap sides Versus in desk

Head to Head

Principal Capital Appreciation Select ETF · $1.8B[…]

LCAP

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 51.6% in common

LCAPMeasureIVV

+9.5%Year to dateJan 1 → Nov 5+8.4%

+9.8%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

0.10%Trailing 12-mo yield$10 · $114 a year on $10k1.14%

−9.3%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.6%

LCAPIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IVV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCAP vs IVV: Top 5 Holdings

Today

LCAP

28.4%in top 5

IVV

in top 527.7%

LCAPStockIVV

7.2%AAPL7.7%

6.9%NVDA7.3%

6.3%MSFT6.2%

4.0%GOOGL2.6%

4.0%AMZN3.9%

Held in common51.6%

End-of-day Nov 5, 2026 · share of each fund

LCAP vs IVV Returns, Every Period

PrincipalLCAP

+9.8%

past year

IVViShares

+9.7%

past year

LCAPIVVFaded: behind in that period

2–0LCAP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: LCAP vs IVV

YTD

PrincipalLCAP

+9.5%

IVViShares

+8.4%

+9.5%Year to date+8.4%

−9.3%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.6%

0.1%Yield1.1%

$1.8BAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, LCAP

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

LCAP0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, LCAP

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

LCAP0.10%$10

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

LCAP$10 − $29 = −$19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, LCAP

Today

51.6%most shared, IVV and LCAP

IVVLCAP

IVV—51.6%

LCAP51.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%LCAP, at 14.1% volatility

IVVWorst drop−8.9%13.6% vol

LCAPWorst drop−9.3%14.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVLCAP

+8.4%Year to date+9.5%

1.1%Yield0.1%

+9.7%Past year+9.8%

0.03%Fee0.29%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026