IFLN vs LCAP

Comparison between Invesco Fundamental High Yield Corporate Bond ETF (IFLN, ETF) and PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF).

IFLN vs LCAP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IFLN(ETF)	LCAP(ETF)
Net Assets	$320M	$320M
Expense Ratio	0.23%	0.29%
Max Drawdown	48.79%	11.31%
Sharpe Ratio	0.48	1.43
5Y Beta	0.21	0.88
P/E Ratio	N/A	32.91
Forward P/E	N/A	23.31
PEG Ratio	N/A	0.50
5Y Dividends CAGR	8.81%	N/A
5Y EPS CAGR	N/A	37.31%
Debt to Equity	N/A	31.22%
P/S Ratio	N/A	5.01
P/B Ratio	N/A	9.28

Net Assets

Winner

IFLN

$320M

LCAP

$320M

Expense Ratio

Winner

IFLN

0.23%

LCAP

0.29%

Max Drawdown

IFLN

48.79%

Winner

LCAP

11.31%

Sharpe Ratio

IFLN

0.48

Winner

LCAP

1.43

5Y Beta

Winner

IFLN

0.21

LCAP

0.88

P/E Ratio

IFLN

N/A

LCAP

32.91

Forward P/E

IFLN

N/A

LCAP

23.31

PEG Ratio

IFLN

N/A

LCAP

0.50

5Y Dividends CAGR

IFLN

8.81%

LCAP

N/A

5Y EPS CAGR

IFLN

N/A

LCAP

37.31%

Debt to Equity

IFLN

N/A

LCAP

31.22%

P/S Ratio

IFLN

N/A

LCAP

5.01

P/B Ratio

IFLN

N/A

LCAP

9.28

IFLN vs LCAP - Historical Returns

Returns include dividend reinvestment.

Period	IFLN	LCAP
1 month	+0.83%	-0.22%
3 months	+3.01%	+9.87%
6 months	+1.36%	+10.25%
1 year	+5.69%	+23.65%
5 years(CAGR)	+3.54%	N/A
10 years(CAGR)	+4.64%	N/A
Max(CAGR)	+3.67%	+24.15%

Winner

IFLN

+0.83%

LCAP

-0.22%

IFLN

+3.01%

Winner

LCAP

+9.87%

IFLN

+1.36%

Winner

LCAP

+10.25%

IFLN

+5.69%

Winner

LCAP

+23.65%

5Y(CAGR)

IFLN

+3.54%

LCAP

N/A

10Y(CAGR)

IFLN

+4.64%

LCAP

N/A

Max(CAGR)

IFLN

+3.67%

Winner

LCAP

+24.15%

IFLN vs LCAP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IFLN	LCAP
2026	+0.74%	+9.35%
2025	+8.57%	+18.16%
2024	+5.88%	N/A
2023	+11.13%	N/A
2022	-8.66%	N/A
2021	+3.59%	N/A
2020	+5.21%	N/A
2019	+13.65%	N/A
2018	-2.79%	N/A
2017	+4.84%	N/A
2016	+13.24%	N/A
2015	-2.99%	N/A
2014	+2.29%	N/A
2013	+3.34%	N/A
2012	+10.09%	N/A
2011	+7.40%	N/A
2010	+8.65%	N/A
2009	+21.91%	N/A
2008	-29.88%	N/A
2007	+0.92%	N/A

IFLN vs LCAP Drawdown Comparison

The maximum drawdown for IFLN was -44.78%, occurring on Oct 10, 2008. Recovery took 1021 trading sessions.

The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.

The current IFLN drawdown is -0.17%. The current LCAP drawdown is -2.64%.

Rank	IFLN	LCAP
#1	-44.78% Dec 11, 2007 - Dec 29, 2011	-11.31% Mar 26, 2025 - May 2, 2025
#2	-21.51% Feb 21, 2020 - Aug 6, 2020	-9.32% Jan 26, 2026 - Apr 16, 2026
#3	-13.75% Sep 3, 2021 - Dec 13, 2023	-5.05% Oct 29, 2025 - Jan 6, 2026
#4	-10.19% Apr 27, 2015 - Jun 6, 2016	-4.28% Jun 2, 2026 - Jun 10, 2026
#5	-6.39% May 8, 2013 - Jan 3, 2014	-2.74% May 19, 2025 - Jun 6, 2025
#6	-5.26% Sep 2, 2014 - Feb 26, 2015	-2.69% Oct 6, 2025 - Oct 24, 2025
#7	-4.70% Oct 1, 2018 - Jan 30, 2019	-2.37% Jan 12, 2026 - Jan 26, 2026
#8	-4.08% Feb 18, 2026 - Mar 27, 2026	-2.20% Jul 28, 2025 - Aug 12, 2025
#9	-3.96% Feb 28, 2025 - May 12, 2025	-2.18% May 14, 2026 - May 28, 2026
#10	-3.12% Oct 19, 2016 - Jan 3, 2017	-1.57% Sep 22, 2025 - Oct 1, 2025
#11	-2.85% May 7, 2012 - Jun 29, 2012	-1.42% Jun 12, 2025 - Jun 24, 2025
#12	-2.51% Jan 5, 2018 - Aug 21, 2018	-1.27% Aug 14, 2025 - Aug 27, 2025
#13	-2.47% Sep 2, 2020 - Oct 12, 2020	-1.21% Aug 28, 2025 - Sep 4, 2025
#14	-2.21% Mar 27, 2024 - May 6, 2024	-0.95% Apr 27, 2026 - Apr 30, 2026
#15	-2.10% Jul 3, 2014 - Sep 2, 2014	-0.80% May 2, 2025 - May 12, 2025

Correlation

Correlation between IFLN and LCAP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2007 - 2026)

IFLN vs LCAP dividend yield comparison.

Year	IFLN	LCAP
2026	2.53%	0.00%
2025	5.48%	0.11%
2024	5.69%	0.00%
2023	4.68%	0.00%
2022	3.52%	0.00%
2021	3.37%	0.00%
2020	3.90%	0.00%
2019	4.03%	0.00%
2018	4.44%	0.00%
2017	4.14%	0.00%
2016	4.58%	0.00%
2015	4.69%	0.00%
2014	4.48%	0.00%
2013	4.63%	0.00%
2012	5.08%	0.00%
2011	5.88%	0.00%
2010	7.58%	0.00%
2009	8.76%	0.00%
2008	12.14%	0.00%
2007	0.96%	0.00%