Compare · 2 funds side by side · dividends reinvested

LCAP and VOO

LCAPPrincipal×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

LCAP and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.1

Principal Capital Appreciation Select ETFUnsorted0.29%0.09%+13.9%+13.0%[…][…]−9.3%13.6%$1.8B1.8

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

LCAP

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

LCAPMeasureVOO

+13.9%Year to dateJan 1 → Nov 4+13.4%

+13.0%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

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

0.09%Trailing 12-mo yield$9 · $105 a year on $10k1.05%

−9.3%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.8%

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

1–5VOO 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 VOO: Top 5 Holdings

Today

LCAP

27.9%in top 5

VOO

in top 528.3%

LCAPStockVOO

7.2%NVDA8.4%

6.9%AAPL7.4%

6.0%MSFT5.8%

4.0%GOOGL3.1%

3.8%AMZN3.7%

Held in common51.6%

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

LCAP vs VOO Returns, Every Period

PrincipalLCAP

+13.0%

past year

VOOVanguard

+13.5%

past year

LCAPVOOFaded: behind in that period

1–1Level

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

Unsorted vs Core: LCAP vs VOO

YTD

PrincipalLCAP

+13.9%

VOOVanguard

+13.4%

+13.9%Year to date+13.4%

−9.3%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.8%

0.1%Yield1.1%

$1.8BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: LCAP, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

LCAP0.29%$29

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

Yields: LCAP, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

LCAP0.09%$9

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

LCAP$9 − $29 = −$20

KeptFee

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

Overlap: LCAP, VOO

Today

51.6%most shared, LCAP and VOO

LCAPVOO

LCAP—51.6%

VOO51.6%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% 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

VOOLCAP

+13.4%Year to date+13.9%

1.1%Yield0.1%

+13.5%Past year+13.0%

0.03%Fee0.29%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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