Compare · 2 funds side by side · dividends reinvested

LCAP and VIG

LCAPPrincipal×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

LCAP and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

Principal Capital Appreciation Select ETFUnsorted0.29%0.09%+13.9%+13.0%[…][…]−9.3%13.6%$1.8B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: LCAP 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

LCAP

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

LCAPMeasureVIG

+13.9%Year to dateJan 1 → Nov 4+16.4%

+13.0%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

0.09%Trailing 12-mo yield$9 · $144 a year on $10k1.44%

−9.3%Worst dropSmaller is better−7.9%

13.6%VolatilityLower is calmer10.2%

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

0–6VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCAP vs VIG: Top 5 Holdings

Today

LCAP

27.9%in top 5

VIG

in top 522.1%

LCAPStockVIG

7.2%NVDAnot top 5

6.9%AAPL4.9%

6.0%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%GOOGLnot top 5

not top 5JPM3.9%

3.8%AMZNnot top 5

Held in common33.5%

End-of-day Nov 4, 2026 · share of each fund

LCAP vs VIG Returns, Every Period

PrincipalLCAP

+13.0%

past year

VIGVanguard

+18.9%

past year

LCAPVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LCAP vs VIG

YTD

PrincipalLCAP

+13.9%

VIGVanguard

+16.4%

+13.9%Year to date+16.4%

−9.3%Worst drop · 1Y−7.9%

13.6%Volatility · 1Y10.2%

0.1%Yield1.4%

$1.8BAssets$109B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCAP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LCAP0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LCAP, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

LCAP0.09%$9

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

LCAP$9 − $29 = −$20

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LCAP, VIG

Today

33.5%most shared, LCAP and VIG

LCAPVIG

LCAP—33.5%

VIG33.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

LCAPWorst drop−9.3%13.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGLCAP

+16.4%Year to date+13.9%

1.4%Yield0.1%

+18.9%Past year+13.0%

0.04%Fee0.29%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026