Compare · 3 funds side by side · dividends reinvested

LCAP, VOO and IVV

LCAPPrincipal×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

LCAP, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.4

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%$887B1.9

Principal Capital Appreciation Select ETFUnsorted0.29%0.10%+9.5%+9.8%[…][…]−9.3%14.1%$1.8B2.5

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 · VOO 2010 · IVV 2000

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$17,156

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

LCAPMeasureVOO

+9.5%Year to dateJan 1 → Nov 5+8.4%

+9.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

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

0.10%Trailing 12-mo yield$10 · $110 a year on $10k1.10%

−9.3%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.5%

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

1–4VOO 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 VOO: Top 5 Holdings

Today

LCAP

28.4%in top 5

VOO

in top 528.3%

LCAPStockVOO

6.9%NVDA8.4%

7.2%AAPL7.4%

6.3%MSFT5.8%

4.0%GOOGL3.1%

4.0%AMZN3.7%

Held in common51.6%

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

LCAP vs VOO Returns, Every Period

PrincipalLCAP

+9.8%

past year

VOOVanguard

+9.8%

past year

LCAPVOOFaded: behind in that period

1–0LCAP 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: LCAP, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

LCAP0.29%$29

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

Yields: LCAP, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

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

VOO$110 − $3 = $107

LCAP$10 − $29 = −$19

KeptFee

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

Overlap: LCAP, VOO, IVV

Today

93.5%most shared, VOO and IVV

LCAPVOOIVV

LCAP—51.6%51.6%

VOO51.6%—93.5%

IVV51.6%93.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

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 Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026