LCAP vs SPY

ALCAP

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common51.4%LCAP and SPY

LCAP

SPY

Principal Capital Appreciation Select ETF · $1.8BState Street SPDR S&P 500 ETF · $805B

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

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

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

0.09%12-mo yield$9 · $99 on $10k0.99%

−9.3%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins12.9%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCAP · SPY

7.2%NVDA7.7%

6.9%AAPL7.4%

6.0%MSFT5.9%

3.8%AMZN3.8%

Held in common51.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ALCAP	Principal Capital Appreciation Select ETFRead Desk		0.29%	0.09%	+1.7%	+13.9%	+13.0%	new	new	−9.3%	$1.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ALCAP	Principal Capital Appreciation Select ETFRead Desk		0.29%	0.09%	+1.7%	+13.9%	+13.0%	new	new	−9.3%	$1.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LCAP vs SPY

LCAP

Principal Capital Appreciation Select

[…]

SPY

SPDR S&P 500

$18,060

MeasureLCAPSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield0.09%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.6%12.9%

4–0measures won
SPY first

51.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: LCAP, SPY

Today

51.4%most shared, LCAP and SPY

LCAPSPY

LCAP—51.4%

SPY51.4%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

LCAP$9 − $29 = −$20

KeptFee

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