FAN vs LCAP
Comparison between FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF) and PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF).
FAN vs LCAP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FAN
$320M
LCAP
$320M
Expense Ratio
FAN
0.60%
Winner
LCAP
0.29%
Max Drawdown
FAN
80.62%
Winner
LCAP
11.31%
Sharpe Ratio
Winner
FAN
1.61
LCAP
1.43
5Y Beta
Winner
FAN
0.69
LCAP
0.88
P/E Ratio
FAN
N/A
LCAP
32.91
Forward P/E
FAN
N/A
LCAP
23.31
PEG Ratio
FAN
N/A
LCAP
0.50
5Y Dividends CAGR
FAN
2.09%
LCAP
N/A
5Y EPS CAGR
FAN
N/A
LCAP
37.31%
Debt to Equity
FAN
N/A
LCAP
31.22%
P/S Ratio
FAN
N/A
LCAP
5.01
P/B Ratio
FAN
N/A
LCAP
9.28
FAN vs LCAP - Holdings Comparison
FAN and LCAP have 0 common holdings. Overlap is 0.00%
FAN's top 25 holdings weight is 82.31%. LCAP's top 25 holdings weight is 63.16%.
| Rank | FAN | LCAP |
|---|---|---|
| #1 | ORSTED AS (n/a) - 8.26% | NVIDIA CORP (NVDA) - 8.03% |
| #2 | VESTAS WIND SYSTEMS AS (n/a) - 8.14% | APPLE INC (AAPL) - 6.26% |
| #3 | NORDEX SE AKT. NACH KAPITALHERABSETZUNG (n/a) - 7.08% | ALPHABET INC CLASS A (GOOGL) - 5.65% |
| #4 | EDP RENEWABLES SA (n/a) - 6.66% | MICROSOFT CORP (MSFT) - 5.03% |
| #5 | NORTHLAND POWER INC (NPIFF) - 5.95% | BROADCOM INC (AVGO) - 4.44% |
| #6 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 5.65% | AMAZON.COM INC (AMZN) - 4.07% |
| #7 | BORALEX INC CLASS A (BRLXF) - 3.22% | PALO ALTO NETWORKS INC (PANW) - 2.81% |
| #8 | PRYSMIAN SPA (n/a) - 2.82% | LAM RESEARCH CORP (LRCX) - 2.56% |
| #9 | ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.80% | VISA INC CLASS A (V) - 2.56% |
| #10 | CHINA LONGYUAN POWER GROUP CORP LTD CLASS H (n/a) - 2.71% | JPMORGAN CHASE & CO (JPM) - 2.40% |
| #11 | THE TIMKEN CO (TKR) - 2.31% | CASEY'S GENERAL STORES INC (CASY) - 2.33% |
| #12 | ERG SPA (n/a) - 2.18% | ELI LILLY AND CO (LLY) - 2.23% |
| #13 | ARCOSA INC (ACA) - 2.17% | MARATHON PETROLEUM CORP (MPC) - 2.23% |
| #14 | GE VERNOVA INC (GEV) - 2.10% | TJX COMPANIES INC (TJX) - 2.11% |
| #15 | CLEARWAY ENERGY INC CLASS C (CWEN) - 2.04% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #16 | GOLDWIND SCIENCE & TECHNOLOGY CO LTD CLASS H (n/a) - 1.90% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #17 | RWE AG CLASS A (n/a) - 1.89% | WESTERN DIGITAL CORP (WDC) - 1.75% |
| #18 | ACCIONA SA (n/a) - 1.87% | TESLA INC (TSLA) - 1.75% |
| #19 | ALLIANT ENERGY CORP (LNT) - 1.86% | EXXON MOBIL CORP (XOM) - 1.61% |
| #20 | IBERDROLA SA (n/a) - 1.82% | REPUBLIC SERVICES INC (RSG) - 1.61% |
| #21 | BKW AG (n/a) - 1.81% | N/A |
| #22 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.78% | N/A |
| #23 | HITACHI LTD (n/a) - 1.78% | N/A |
| #24 | SKF AB CLASS B (n/a) - 1.76% | N/A |
| #25 | ENEL SPA (n/a) - 1.75% | N/A |
| Total Holdings | 53 | 20 |
FAN vs LCAP - Historical Returns
Returns include dividend reinvestment.
1M
FAN
-3.52%
Winner
LCAP
+1.19%
3M
FAN
+4.22%
Winner
LCAP
+11.67%
6M
Winner
FAN
+21.57%
LCAP
+12.45%
1Y
Winner
FAN
+37.93%
LCAP
+26.32%
5Y(CAGR)
FAN
+4.28%
LCAP
N/A
10Y(CAGR)
FAN
+9.83%
LCAP
N/A
Max(CAGR)
FAN
+1.05%
Winner
LCAP
+25.87%
FAN vs LCAP - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | FAN | LCAP |
|---|---|---|
| 2026 | +17.33% | +11.41% |
| 2025 | +39.24% | +18.16% |
| 2024 | -7.56% | N/A |
| 2023 | -3.92% | N/A |
| 2022 | -14.43% | N/A |
| 2021 | -14.12% | N/A |
| 2020 | +61.13% | N/A |
| 2019 | +31.68% | N/A |
| 2018 | -12.10% | N/A |
| 2017 | +15.91% | N/A |
| 2016 | +10.50% | N/A |
| 2015 | +10.74% | N/A |
| 2014 | -7.62% | N/A |
| 2013 | +62.57% | N/A |
| 2012 | -13.58% | N/A |
| 2011 | -23.42% | N/A |
| 2010 | -32.37% | N/A |
| 2009 | +19.44% | N/A |
| 2008 | -56.68% | N/A |
FAN vs LCAP Drawdown Comparison
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The current FAN drawdown is -8.48%. The current LCAP drawdown is -0.81%.
| Rank | FAN | LCAP |
|---|---|---|
| #1 | -79.84% Jun 27, 2008 - Dec 23, 2020 | -11.31% Mar 26, 2025 - May 2, 2025 |
| #2 | -46.30% Jan 7, 2021 - Feb 25, 2026 | -9.32% Jan 26, 2026 - Apr 16, 2026 |
| #3 | -11.13% May 6, 2026 - Jun 10, 2026 | -5.05% Oct 29, 2025 - Jan 6, 2026 |
| #4 | -5.26% Mar 2, 2026 - Mar 31, 2026 | -4.28% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -2.11% Apr 27, 2026 - Apr 30, 2026 | -2.74% May 19, 2025 - Jun 6, 2025 |
| #6 | -2.05% Apr 14, 2026 - Apr 23, 2026 | -2.69% Oct 6, 2025 - Oct 24, 2025 |
| #7 | -1.59% Apr 30, 2026 - May 5, 2026 | -2.37% Jan 12, 2026 - Jan 26, 2026 |
| #8 | -0.47% Apr 10, 2026 - Apr 14, 2026 | -2.20% Jul 28, 2025 - Aug 12, 2025 |
| #9 | -0.34% Dec 30, 2020 - Jan 4, 2021 | -2.18% May 14, 2026 - May 28, 2026 |
| #10 | N/A | -1.57% Sep 22, 2025 - Oct 1, 2025 |
| #11 | N/A | -1.42% Jun 12, 2025 - Jun 24, 2025 |
| #12 | N/A | -1.27% Aug 14, 2025 - Aug 27, 2025 |
| #13 | N/A | -1.21% Aug 28, 2025 - Sep 4, 2025 |
| #14 | N/A | -0.95% Apr 27, 2026 - Apr 30, 2026 |
| #15 | N/A | -0.80% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between FAN and LCAP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2008 - 2025)
FAN vs LCAP dividend yield comparison.
| Year | FAN | LCAP |
|---|---|---|
| 2025 | 1.35% | 0.11% |
| 2024 | 1.52% | 0.00% |
| 2023 | 1.71% | 0.00% |
| 2022 | 1.50% | 0.00% |
| 2021 | 1.79% | 0.00% |
| 2020 | 0.84% | 0.00% |
| 2019 | 2.42% | 0.00% |
| 2018 | 2.67% | 0.00% |
| 2017 | 2.59% | 0.00% |
| 2016 | 6.04% | 0.00% |
| 2015 | 2.35% | 0.00% |
| 2014 | 2.61% | 0.00% |
| 2013 | 0.71% | 0.00% |
| 2012 | 1.63% | 0.00% |
| 2011 | 0.74% | 0.00% |
| 2010 | 0.90% | 0.00% |
| 2009 | 2.14% | 0.00% |
| 2008 | 0.32% | 0.00% |
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