Compare · 3 funds side by side · dividends reinvested

LCAP, SPY and IVV

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

02 / 04

LCAP, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.9

Principal Capital Appreciation Select ETFUnsorted0.29%0.09%+13.9%+13.0%[…][…]−9.3%13.6%$1.8B2.7

Rank among the three1st → 3rdFee, 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: LCAP 2025 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

LCAP

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

LCAPMeasureSPY

+13.9%Year to dateJan 1 → Nov 5+13.3%

+13.0%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

0.09%Trailing 12-mo yield$9 · $99 a year on $10k0.99%

−9.3%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

1–5SPY 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 SPY: Top 5 Holdings

Today

LCAP

28.4%in top 5

SPY

in top 527.7%

LCAPStockSPY

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 SPY Returns, Every Period

PrincipalLCAP

+13.0%

past year

SPYSPDR

+13.4%

past year

LCAPSPYFaded: behind in that period

1–1Level

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

Unsorted vs Core: LCAP vs IVV

YTD

PrincipalLCAP

+13.9%

IVViShares

+13.4%

+13.9%Year to date+13.4%

−9.3%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

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: LCAP, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

LCAP0.29%$29

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

Yields: LCAP, SPY, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPY0.99%$99

LCAP0.09%$9

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

LCAP$9 − $29 = −$20

KeptFee

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

Overlap: LCAP, SPY, IVV

Today

99.9%most shared, SPY and IVV

LCAPSPYIVV

LCAP—51.6%51.6%

SPY51.6%—99.9%

IVV51.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

LCAPWorst drop−9.3%13.6% vol

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

Paid More vs Made More

YTD

IVVLCAP

+13.4%Year to date+13.9%

1.1%Yield0.1%

+13.5%Past year+13.0%

0.03%Fee0.29%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026