IWLG vs LCAP
Comparison between NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF) and PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF).
IWLG vs LCAP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWLG
$319M
Winner
LCAP
$320M
Expense Ratio
IWLG
0.50%
Winner
LCAP
0.29%
Max Drawdown
IWLG
23.65%
Winner
LCAP
11.31%
Sharpe Ratio
IWLG
0.50
Winner
LCAP
1.43
5Y Beta
IWLG
1.23
Winner
LCAP
0.88
P/E Ratio
IWLG
36.78
Winner
LCAP
32.91
Forward P/E
IWLG
28.19
Winner
LCAP
23.31
PEG Ratio
IWLG
0.54
Winner
LCAP
0.50
5Y EPS CAGR
IWLG
34.98%
Winner
LCAP
37.31%
Debt to Equity
Winner
IWLG
29.36%
LCAP
31.22%
P/S Ratio
IWLG
5.94
Winner
LCAP
5.01
P/B Ratio
IWLG
11.93
Winner
LCAP
9.28
IWLG vs LCAP - Holdings Comparison
IWLG and LCAP have 10 common holdings. Overlap is 35.26%
IWLG's top 25 holdings weight is 84.00%. LCAP's top 25 holdings weight is 63.16%.
| Rank | IWLG | LCAP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.02% | NVIDIA CORP (NVDA) - 8.03% |
| #2 | ALPHABET INC CLASS C (GOOG) - 10.06% | APPLE INC (AAPL) - 6.26% |
| #3 | APPLE INC (AAPL) - 8.70% | ALPHABET INC CLASS A (GOOGL) - 5.65% |
| #4 | BROADCOM INC (AVGO) - 7.42% | MICROSOFT CORP (MSFT) - 5.03% |
| #5 | MICROSOFT CORP (MSFT) - 5.86% | BROADCOM INC (AVGO) - 4.44% |
| #6 | AMAZON.COM INC (AMZN) - 4.65% | AMAZON.COM INC (AMZN) - 4.07% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.23% | PALO ALTO NETWORKS INC (PANW) - 2.81% |
| #8 | NETFLIX INC (NFLX) - 2.55% | LAM RESEARCH CORP (LRCX) - 2.56% |
| #9 | MASTERCARD INC CLASS A (MA) - 2.31% | VISA INC CLASS A (V) - 2.56% |
| #10 | ELI LILLY AND CO (LLY) - 2.03% | JPMORGAN CHASE & CO (JPM) - 2.40% |
| #11 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.00% | CASEY'S GENERAL STORES INC (CASY) - 2.33% |
| #12 | GE AEROSPACE (GE) - 1.97% | ELI LILLY AND CO (LLY) - 2.23% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.96% | MARATHON PETROLEUM CORP (MPC) - 2.23% |
| #14 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.92% | TJX COMPANIES INC (TJX) - 2.11% |
| #15 | ORACLE CORP (ORCL) - 1.74% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #16 | INTUITIVE SURGICAL INC (ISRG) - 1.69% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #17 | CATERPILLAR INC (CAT) - 1.58% | WESTERN DIGITAL CORP (WDC) - 1.75% |
| #18 | LUMENTUM HOLDINGS INC (LITE) - 1.55% | TESLA INC (TSLA) - 1.75% |
| #19 | ASML HOLDING NV ADR (ASML) - 1.52% | EXXON MOBIL CORP (XOM) - 1.61% |
| #20 | QUANTA SERVICES INC (PWR) - 1.49% | REPUBLIC SERVICES INC (RSG) - 1.61% |
| #21 | TESLA INC (TSLA) - 1.43% | N/A |
| #22 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.43% | N/A |
| #23 | SPOTIFY TECHNOLOGY SA (SPOT) - 1.33% | N/A |
| #24 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.30% | N/A |
| #25 | ELANCO ANIMAL HEALTH INC (ELAN) - 1.26% | N/A |
| Total Holdings | 41 | 20 |
IWLG vs LCAP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWLG
+1.47%
LCAP
+1.19%
3M
Winner
IWLG
+13.80%
LCAP
+11.67%
6M
IWLG
+6.04%
Winner
LCAP
+12.45%
1Y
IWLG
+14.31%
Winner
LCAP
+26.32%
Max(CAGR)
IWLG
+22.77%
Winner
LCAP
+25.87%
IWLG vs LCAP - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IWLG | LCAP |
|---|---|---|
| 2026 | +5.15% | +11.41% |
| 2025 | +14.91% | +18.16% |
| 2024 | +33.88% | N/A |
| 2023 | +43.98% | N/A |
| 2022 | -0.01% | N/A |
IWLG vs LCAP Drawdown Comparison
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The current IWLG drawdown is -2.24%. The current LCAP drawdown is -0.81%.
| Rank | IWLG | LCAP |
|---|---|---|
| #1 | -23.19% Jan 23, 2025 - Jun 24, 2025 | -11.31% Mar 26, 2025 - May 2, 2025 |
| #2 | -19.45% Oct 29, 2025 - May 29, 2026 | -9.32% Jan 26, 2026 - Apr 16, 2026 |
| #3 | -19.40% Aug 15, 2022 - May 15, 2023 | -5.05% Oct 29, 2025 - Jan 6, 2026 |
| #4 | -12.90% Jul 10, 2024 - Oct 11, 2024 | -4.28% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -10.69% Jul 18, 2023 - Nov 10, 2023 | -2.74% May 19, 2025 - Jun 6, 2025 |
| #6 | -7.89% Jun 2, 2026 - Jun 10, 2026 | -2.69% Oct 6, 2025 - Oct 24, 2025 |
| #7 | -7.05% Mar 22, 2024 - May 15, 2024 | -2.37% Jan 12, 2026 - Jan 26, 2026 |
| #8 | -5.42% Dec 16, 2024 - Jan 22, 2025 | -2.20% Jul 28, 2025 - Aug 12, 2025 |
| #9 | -4.61% Jun 24, 2022 - Jul 20, 2022 | -2.18% May 14, 2026 - May 28, 2026 |
| #10 | -3.56% Jul 21, 2022 - Jul 27, 2022 | -1.57% Sep 22, 2025 - Oct 1, 2025 |
| #11 | -3.41% Oct 29, 2024 - Nov 6, 2024 | -1.42% Jun 12, 2025 - Jun 24, 2025 |
| #12 | -3.36% Oct 8, 2025 - Oct 24, 2025 | -1.27% Aug 14, 2025 - Aug 27, 2025 |
| #13 | -3.27% Dec 28, 2023 - Jan 10, 2024 | -1.21% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -2.94% Nov 13, 2024 - Dec 3, 2024 | -0.95% Apr 27, 2026 - Apr 30, 2026 |
| #15 | -2.94% Sep 22, 2025 - Oct 8, 2025 | -0.80% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between IWLG and LCAP is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2022 - 2025)
IWLG vs LCAP dividend yield comparison.
| Year | IWLG | LCAP |
|---|---|---|
| 2025 | 0.00% | 0.11% |
| 2024 | 1.34% | 0.00% |
| 2023 | 0.01% | 0.00% |
| 2022 | 0.05% | 0.00% |
Select Stocks to Compare
Popular: IWLG vs SPYLCAP vs SPY
More Comparisons
Compare with similar stocks