LCAP vs CSB
Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF (CSB, ETF).
LCAP vs CSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LCAP
$264M
CSB
$263M
Expense Ratio
Winner
LCAP
0.29%
CSB
0.35%
Max Drawdown
Winner
LCAP
11.31%
CSB
43.74%
Sharpe Ratio
Winner
LCAP
1.47
CSB
1.11
5Y Beta
LCAP
0.88
Winner
CSB
0.73
P/E Ratio
LCAP
33.62
Winner
CSB
14.33
Forward P/E
LCAP
25.33
Winner
CSB
11.64
PEG Ratio
LCAP
0.60
Winner
CSB
0.09
5Y Dividends CAGR
LCAP
N/A
CSB
0.26%
5Y EPS CAGR
Winner
LCAP
40.63%
CSB
8.88%
Debt to Equity
LCAP
33.24%
Winner
CSB
-13.56%
P/S Ratio
LCAP
4.85
Winner
CSB
1.21
P/B Ratio
LCAP
9.49
Winner
CSB
1.69
LCAP vs CSB - Holdings Comparison
LCAP and CSB have 0 common holdings. Overlap is 0.00%
LCAP's top 25 holdings weight is 63.34%. CSB's top 25 holdings weight is 35.47%.
| Rank | LCAP | CSB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.76% | IDACORP INC (IDA) - 1.88% |
| #2 | APPLE INC (AAPL) - 6.36% | NEW JERSEY RESOURCES CORP (NJR) - 1.84% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.89% | AVISTA CORP (AVA) - 1.69% |
| #4 | MICROSOFT CORP (MSFT) - 4.59% | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.65% |
| #5 | AMAZON.COM INC (AMZN) - 4.17% | ONE GAS INC (OGS) - 1.65% |
| #6 | BROADCOM INC (AVGO) - 4.12% | AMERICAN STATES WATER CO (AWR) - 1.60% |
| #7 | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 2.82% | BLACK HILLS CORP (BKH) - 1.58% |
| #8 | VISA INC CLASS A (V) - 2.62% | SPIRE INC (SR) - 1.56% |
| #9 | CASEY'S GENERAL STORES INC (CASY) - 2.55% | PORTLAND GENERAL ELECTRIC CO (POR) - 1.50% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.50% | MGE ENERGY INC (MGEE) - 1.48% |
| #11 | PALO ALTO NETWORKS INC (PANW) - 2.42% | NORTHWEST NATURAL HOLDING CO (NWN) - 1.46% |
| #12 | TJX COMPANIES INC (TJX) - 2.22% | MDU RESOURCES GROUP INC (MDU) - 1.42% |
| #13 | ELI LILLY AND CO (LLY) - 2.21% | OTTER TAIL CORP (OTTR) - 1.41% |
| #14 | MARATHON PETROLEUM CORP (MPC) - 2.16% | AVNET INC (AVT) - 1.30% |
| #15 | LAM RESEARCH CORP (LRCX) - 2.10% | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 1.30% |
| #16 | META PLATFORMS INC CLASS A (META) - 2.00% | FIRST BANCORP (FBP) - 1.28% |
| #17 | TESLA INC (TSLA) - 1.84% | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.27% |
| #18 | WESTERN DIGITAL CORP (WDC) - 1.70% | n/a (WMG) - 1.26% |
| #19 | REPUBLIC SERVICES INC (RSG) - 1.68% | FIRST HAWAIIAN INC (FHB) - 1.26% |
| #20 | EXXON MOBIL CORP (XOM) - 1.63% | FIRST BUSEY CORP (BUSE) - 1.24% |
| #21 | N/A | UNITED BANKSHARES INC (UBSI) - 1.21% |
| #22 | N/A | FIRST FINANCIAL BANCORP (FFBC) - 1.16% |
| #23 | N/A | FIRST MERCHANTS CORP (FRME) - 1.16% |
| #24 | N/A | BANK OF HAWAII CORP (BOH) - 1.16% |
| #25 | N/A | BANK OZK (OZK) - 1.15% |
| Total Holdings | 20 | 101 |
LCAP vs CSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCAP
+0.50%
CSB
-1.58%
3M
Winner
LCAP
+7.51%
CSB
+1.77%
6M
LCAP
+8.75%
Winner
CSB
+9.18%
1Y
Winner
LCAP
+25.21%
CSB
+20.40%
5Y(CAGR)
LCAP
N/A
CSB
+3.83%
10Y(CAGR)
LCAP
N/A
CSB
+9.59%
Max(CAGR)
Winner
LCAP
+24.17%
CSB
+9.38%
LCAP vs CSB - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | LCAP | CSB |
|---|---|---|
| 2026 | +8.92% | +8.44% |
| 2025 | +18.16% | +2.52% |
| 2024 | N/A | +9.65% |
| 2023 | N/A | +11.49% |
| 2022 | N/A | -13.74% |
| 2021 | N/A | +28.44% |
| 2020 | N/A | +11.41% |
| 2019 | N/A | +20.51% |
| 2018 | N/A | -7.39% |
| 2017 | N/A | +10.69% |
| 2016 | N/A | +32.95% |
| 2015 | N/A | -3.74% |
LCAP vs CSB Drawdown Comparison
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The maximum drawdown for CSB was -42.06%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current LCAP drawdown is -3.02%. The current CSB drawdown is -2.28%.
| Rank | LCAP | CSB |
|---|---|---|
| #1 | -11.31% Mar 26, 2025 - May 2, 2025 | -42.06% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -9.32% Jan 26, 2026 - Apr 16, 2026 | -24.48% Jan 6, 2022 - Jul 16, 2024 |
| #3 | -5.05% Oct 29, 2025 - Jan 6, 2026 | -21.81% Nov 25, 2024 - Jan 21, 2026 |
| #4 | -3.02% Jun 2, 2026 - Jun 5, 2026 | -19.33% Aug 21, 2018 - Nov 5, 2019 |
| #5 | -2.74% May 19, 2025 - Jun 6, 2025 | -14.04% Jul 9, 2015 - Mar 30, 2016 |
| #6 | -2.69% Oct 6, 2025 - Oct 24, 2025 | -10.56% Jun 8, 2021 - Nov 5, 2021 |
| #7 | -2.37% Jan 12, 2026 - Jan 26, 2026 | -8.06% Mar 12, 2021 - May 7, 2021 |
| #8 | -2.20% Jul 28, 2025 - Aug 12, 2025 | -7.95% Jan 23, 2018 - May 25, 2018 |
| #9 | -2.18% May 14, 2026 - May 28, 2026 | -7.93% Nov 11, 2021 - Jan 4, 2022 |
| #10 | -1.57% Sep 22, 2025 - Oct 1, 2025 | -7.66% Jul 30, 2024 - Sep 19, 2024 |
| #11 | -1.42% Jun 12, 2025 - Jun 24, 2025 | -7.17% Feb 20, 2026 - Apr 9, 2026 |
| #12 | -1.27% Aug 14, 2025 - Aug 27, 2025 | -6.81% Jun 8, 2016 - Jul 15, 2016 |
| #13 | -1.21% Aug 28, 2025 - Sep 4, 2025 | -6.12% Sep 7, 2016 - Nov 10, 2016 |
| #14 | -0.95% Apr 27, 2026 - Apr 30, 2026 | -6.07% Jan 4, 2017 - Sep 25, 2017 |
| #15 | -0.80% May 2, 2025 - May 12, 2025 | -5.15% Jan 12, 2021 - Feb 5, 2021 |
Correlation
Correlation between LCAP and CSB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2015 - 2026)
LCAP vs CSB dividend yield comparison.
| Year | LCAP | CSB |
|---|---|---|
| 2026 | 0.00% | 0.83% |
| 2025 | 0.11% | 3.54% |
| 2024 | 0.00% | 3.12% |
| 2023 | 0.00% | 3.45% |
| 2022 | 0.00% | 3.60% |
| 2021 | 0.00% | 3.11% |
| 2020 | 0.00% | 3.70% |
| 2019 | 0.00% | 3.19% |
| 2018 | 0.00% | 3.45% |
| 2017 | 0.00% | 3.19% |
| 2016 | 0.00% | 2.85% |
| 2015 | 0.00% | 1.57% |
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