LCAP Among Its Peers
End-of-day Nov 13, 2026 · 1 ETFs by Max
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Principal[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.2% | +2.6% | −3.0% | −2.3% | +12.6% | +11.7% | — | — | +27.6% |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$74 of every $1,000 in LCAP is Apple
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | AAPLApple 00001 | Technology | 7.35% | $735.38 | 390K | $138.5M |
| 2 | MSFTMicrosoft 00000625 | Technology | 6.19% | $619.03 | 224K | $116.6M |
| 3 | NVDANvidia 001 | Technology | 5.92% | $592.09 | 642K | $111.5M |
| 4 | GOOGLAlphabet 001 | Communication Services | 4.14% | $413.78 | 266K | $77.9M |
| 5 | AMZNAmazon. 01 | Consumer Cyclical | 4.02% | $402.44 | 285K | $75.8M |
| 6 | VVisa Shares 0001 | Financial Services | 3.83% | $383.02 | 170K | $72.1M |
| 7 | LLYELI Lilly + | Healthcare | 3.05% | $304.85 | 40K | $57.4M |
| 8 | AVGOBroadcom | Technology | 3.00% | $299.51 | 163K | $56.4M |
| 9 | JPMJpmorgan Chase + Usd1.0 | Financial Services | 2.72% | $271.57 | 149K | $51.2M |
| 10 | COSTCostco Wholesale 005 | Consumer Defensive | 2.57% | $256.93 | 44K | $48.4M |
| 11 | METAMETA Platforms 000006 | Communication Services | 2.54% | $253.50 | 76K | $47.7M |
| 12 | RSGRepublic Services 01 | Industrials | 2.43% | $242.75 | 183K | $45.7M |
| 13 | KOCoca Cola /the 25 | Consumer Defensive | 2.41% | $240.68 | 465K | $45.3M |
| 14 | PHParker Hannifin 5 | Industrials | 2.26% | $226.33 | 44K | $42.6M |
| 15 | GVMXXState Street Institutional US State ST Inst US GOV MM Prem | Financial Services | 2.19% | $219.23 | 41.3M | $41.3M |
LCAP has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | AAPL | Apple 00001 | 7.35% |
| 2 | MSFT | Microsoft 00000625 | 6.19% |
| 3 | NVDA | Nvidia 001 | 5.92% |
| 4 | GOOGL | Alphabet 001 | 4.14% |
| 5 | AMZN | Amazon. 01 | 4.02% |
| 6 | V | Visa Shares 0001 | 3.83% |
| 7 | LLY | ELI Lilly + | 3.05% |
| 8 | AVGO | Broadcom | 3.00% |
| 9 | JPM | Jpmorgan Chase + Usd1.0 | 2.72% |
| 10 | COST | Costco Wholesale 005 | 2.57% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| LCAP | 0.53 | 0.77 | 14.2% | −9.3% | 0.95 | $29 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Dec 29, 2025 | Dec 31, 2025 | $0.0310 |