JUSA vs LCAP
Comparison between JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF) and PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF).
JUSA vs LCAP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JUSA
$319M
Winner
LCAP
$320M
Expense Ratio
Winner
JUSA
0.12%
LCAP
0.29%
Max Drawdown
JUSA
22.96%
Winner
LCAP
11.31%
Sharpe Ratio
Winner
JUSA
1.48
LCAP
1.43
5Y Beta
JUSA
0.97
Winner
LCAP
0.88
P/E Ratio
Winner
JUSA
26.97
LCAP
32.91
Forward P/E
Winner
JUSA
21.12
LCAP
23.31
PEG Ratio
Winner
JUSA
0.46
LCAP
0.50
5Y EPS CAGR
JUSA
26.72%
Winner
LCAP
37.31%
Debt to Equity
Winner
JUSA
16.15%
LCAP
31.22%
P/S Ratio
Winner
JUSA
3.89
LCAP
5.01
P/B Ratio
Winner
JUSA
5.54
LCAP
9.28
JUSA vs LCAP - Holdings Comparison
JUSA and LCAP have 16 common holdings. Overlap is 40.37%
JUSA's top 25 holdings weight is 54.62%. LCAP's top 25 holdings weight is 63.16%.
| Rank | JUSA | LCAP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.82% | NVIDIA CORP (NVDA) - 8.03% |
| #2 | APPLE INC (AAPL) - 6.93% | APPLE INC (AAPL) - 6.26% |
| #3 | MICROSOFT CORP (MSFT) - 5.26% | ALPHABET INC CLASS A (GOOGL) - 5.65% |
| #4 | AMAZON.COM INC (AMZN) - 4.41% | MICROSOFT CORP (MSFT) - 5.03% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.61% | BROADCOM INC (AVGO) - 4.44% |
| #6 | BROADCOM INC (AVGO) - 3.23% | AMAZON.COM INC (AMZN) - 4.07% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.59% | PALO ALTO NETWORKS INC (PANW) - 2.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.28% | LAM RESEARCH CORP (LRCX) - 2.56% |
| #9 | TESLA INC (TSLA) - 1.59% | VISA INC CLASS A (V) - 2.56% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.42% | JPMORGAN CHASE & CO (JPM) - 2.40% |
| #11 | EXXON MOBIL CORP (XOM) - 1.41% | CASEY'S GENERAL STORES INC (CASY) - 2.33% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% | ELI LILLY AND CO (LLY) - 2.23% |
| #13 | VISA INC CLASS A (V) - 1.16% | MARATHON PETROLEUM CORP (MPC) - 2.23% |
| #14 | JOHNSON & JOHNSON (JNJ) - 1.12% | TJX COMPANIES INC (TJX) - 2.11% |
| #15 | ELI LILLY AND CO (LLY) - 1.11% | META PLATFORMS INC CLASS A (META) - 1.95% |
| #16 | MASTERCARD INC CLASS A (MA) - 1.00% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 0.94% | WESTERN DIGITAL CORP (WDC) - 1.75% |
| #18 | ABBVIE INC (ABBV) - 0.91% | TESLA INC (TSLA) - 1.75% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.88% | EXXON MOBIL CORP (XOM) - 1.61% |
| #20 | RTX CORP (RTX) - 0.82% | REPUBLIC SERVICES INC (RSG) - 1.61% |
| #21 | BANK OF AMERICA CORP (BAC) - 0.78% | N/A |
| #22 | WALMART INC (WMT) - 0.78% | N/A |
| #23 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% | N/A |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 0.76% | N/A |
| #25 | WELLS FARGO & CO (WFC) - 0.74% | N/A |
| Total Holdings | 246 | 20 |
JUSA vs LCAP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JUSA
+1.88%
LCAP
+1.19%
3M
Winner
JUSA
+12.33%
LCAP
+11.67%
6M
JUSA
+10.87%
Winner
LCAP
+12.45%
1Y
JUSA
+25.45%
Winner
LCAP
+26.32%
5Y(CAGR)
JUSA
+7.70%
LCAP
N/A
Max(CAGR)
JUSA
+7.70%
Winner
LCAP
+25.87%
JUSA vs LCAP - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | JUSA | LCAP |
|---|---|---|
| 2026 | +10.11% | +11.41% |
| 2025 | +21.69% | +18.16% |
| 2023 | +17.35% | N/A |
| 2022 | -17.30% | N/A |
| 2021 | +10.85% | N/A |
JUSA vs LCAP Drawdown Comparison
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The current JUSA drawdown is -0.60%. The current LCAP drawdown is -0.81%.
| Rank | JUSA | LCAP |
|---|---|---|
| #1 | -22.96% Jan 4, 2022 - May 13, 2025 | -11.31% Mar 26, 2025 - May 2, 2025 |
| #2 | -8.93% Feb 2, 2026 - Apr 14, 2026 | -9.32% Jan 26, 2026 - Apr 16, 2026 |
| #3 | -5.18% Aug 30, 2021 - Oct 19, 2021 | -5.05% Oct 29, 2025 - Jan 6, 2026 |
| #4 | -4.94% Oct 29, 2025 - Dec 10, 2025 | -4.28% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -4.36% Jun 2, 2026 - Jun 10, 2026 | -2.74% May 19, 2025 - Jun 6, 2025 |
| #6 | -4.26% Nov 18, 2021 - Dec 27, 2021 | -2.69% Oct 6, 2025 - Oct 24, 2025 |
| #7 | -3.22% Jul 12, 2021 - Jul 23, 2021 | -2.37% Jan 12, 2026 - Jan 26, 2026 |
| #8 | -2.88% Oct 8, 2025 - Oct 21, 2025 | -2.20% Jul 28, 2025 - Aug 12, 2025 |
| #9 | -2.82% May 19, 2025 - Jun 3, 2025 | -2.18% May 14, 2026 - May 28, 2026 |
| #10 | -2.74% Dec 11, 2025 - Dec 23, 2025 | -1.57% Sep 22, 2025 - Oct 1, 2025 |
| #11 | -2.73% Jan 12, 2026 - Jan 27, 2026 | -1.42% Jun 12, 2025 - Jun 24, 2025 |
| #12 | -2.38% Jul 25, 2025 - Aug 12, 2025 | -1.27% Aug 14, 2025 - Aug 27, 2025 |
| #13 | -1.94% May 14, 2026 - May 26, 2026 | -1.21% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -1.82% Aug 16, 2021 - Aug 24, 2021 | -0.95% Apr 27, 2026 - Apr 30, 2026 |
| #15 | -1.47% Sep 22, 2025 - Oct 1, 2025 | -0.80% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between JUSA and LCAP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2021 - 2026)
JUSA vs LCAP dividend yield comparison.
| Year | JUSA | LCAP |
|---|---|---|
| 2026 | 0.16% | 0.00% |
| 2025 | 0.77% | 0.11% |
| 2022 | 1.57% | 0.00% |
| 2021 | 0.53% | 0.00% |
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