LCAP vs FAN
Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and FIRST TRUST GLOBAL WIND ENERGY ETF (FAN, ETF).
LCAP vs FAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCAP
$320M
Winner
FAN
$320M
Expense Ratio
Winner
LCAP
0.29%
FAN
0.60%
Max Drawdown
Winner
LCAP
11.31%
FAN
80.62%
Sharpe Ratio
LCAP
1.43
Winner
FAN
1.61
5Y Beta
LCAP
0.88
Winner
FAN
0.69
P/E Ratio
LCAP
32.91
FAN
N/A
Forward P/E
LCAP
23.31
FAN
N/A
PEG Ratio
LCAP
0.50
FAN
N/A
5Y Dividends CAGR
LCAP
N/A
FAN
2.09%
5Y EPS CAGR
LCAP
37.31%
FAN
N/A
Debt to Equity
LCAP
31.22%
FAN
N/A
P/S Ratio
LCAP
5.01
FAN
N/A
P/B Ratio
LCAP
9.28
FAN
N/A
LCAP vs FAN - Holdings Comparison
LCAP and FAN have 0 common holdings. Overlap is 0.00%
LCAP's top 25 holdings weight is 63.16%. FAN's top 25 holdings weight is 82.31%.
| Rank | LCAP | FAN |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.03% | ORSTED AS (n/a) - 8.26% |
| #2 | APPLE INC (AAPL) - 6.26% | VESTAS WIND SYSTEMS AS (n/a) - 8.14% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.65% | NORDEX SE AKT. NACH KAPITALHERABSETZUNG (n/a) - 7.08% |
| #4 | MICROSOFT CORP (MSFT) - 5.03% | EDP RENEWABLES SA (n/a) - 6.66% |
| #5 | BROADCOM INC (AVGO) - 4.44% | NORTHLAND POWER INC (NPIFF) - 5.95% |
| #6 | AMAZON.COM INC (AMZN) - 4.07% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 5.65% |
| #7 | PALO ALTO NETWORKS INC (PANW) - 2.81% | BORALEX INC CLASS A (BRLXF) - 3.22% |
| #8 | LAM RESEARCH CORP (LRCX) - 2.56% | PRYSMIAN SPA (n/a) - 2.82% |
| #9 | VISA INC CLASS A (V) - 2.56% | ENERGIX-RENEWABLE ENERGIES LTD (n/a) - 2.80% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.40% | CHINA LONGYUAN POWER GROUP CORP LTD CLASS H (n/a) - 2.71% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 2.33% | THE TIMKEN CO (TKR) - 2.31% |
| #12 | ELI LILLY AND CO (LLY) - 2.23% | ERG SPA (n/a) - 2.18% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 2.23% | ARCOSA INC (ACA) - 2.17% |
| #14 | TJX COMPANIES INC (TJX) - 2.11% | GE VERNOVA INC (GEV) - 2.10% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.95% | CLEARWAY ENERGY INC CLASS C (CWEN) - 2.04% |
| #16 | MICRON TECHNOLOGY INC (MU) - 1.78% | GOLDWIND SCIENCE & TECHNOLOGY CO LTD CLASS H (n/a) - 1.90% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.75% | RWE AG CLASS A (n/a) - 1.89% |
| #18 | TESLA INC (TSLA) - 1.75% | ACCIONA SA (n/a) - 1.87% |
| #19 | EXXON MOBIL CORP (XOM) - 1.61% | ALLIANT ENERGY CORP (LNT) - 1.86% |
| #20 | REPUBLIC SERVICES INC (RSG) - 1.61% | IBERDROLA SA (n/a) - 1.82% |
| #21 | N/A | BKW AG (n/a) - 1.81% |
| #22 | N/A | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.78% |
| #23 | N/A | HITACHI LTD (n/a) - 1.78% |
| #24 | N/A | SKF AB CLASS B (n/a) - 1.76% |
| #25 | N/A | ENEL SPA (n/a) - 1.75% |
| Total Holdings | 20 | 53 |
LCAP vs FAN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCAP
-0.22%
FAN
-6.50%
3M
Winner
LCAP
+9.87%
FAN
+5.37%
6M
LCAP
+10.25%
Winner
FAN
+22.03%
1Y
LCAP
+23.65%
Winner
FAN
+40.31%
5Y(CAGR)
LCAP
N/A
FAN
+4.63%
10Y(CAGR)
LCAP
N/A
FAN
+9.75%
Max(CAGR)
Winner
LCAP
+24.15%
FAN
+1.04%
LCAP vs FAN - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | LCAP | FAN |
|---|---|---|
| 2026 | +9.35% | +17.23% |
| 2025 | +18.16% | +39.24% |
| 2024 | N/A | -7.56% |
| 2023 | N/A | -3.92% |
| 2022 | N/A | -14.43% |
| 2021 | N/A | -14.12% |
| 2020 | N/A | +61.13% |
| 2019 | N/A | +31.68% |
| 2018 | N/A | -12.10% |
| 2017 | N/A | +15.91% |
| 2016 | N/A | +10.50% |
| 2015 | N/A | +10.74% |
| 2014 | N/A | -7.62% |
| 2013 | N/A | +62.57% |
| 2012 | N/A | -13.58% |
| 2011 | N/A | -23.42% |
| 2010 | N/A | -32.37% |
| 2009 | N/A | +19.44% |
| 2008 | N/A | -56.68% |
LCAP vs FAN Drawdown Comparison
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The maximum drawdown for FAN was -79.84%, occurring on Jul 24, 2012. Recovery took 3145 trading sessions.
The current LCAP drawdown is -2.64%. The current FAN drawdown is -8.56%.
| Rank | LCAP | FAN |
|---|---|---|
| #1 | -11.31% Mar 26, 2025 - May 2, 2025 | -79.84% Jun 27, 2008 - Dec 23, 2020 |
| #2 | -9.32% Jan 26, 2026 - Apr 16, 2026 | -46.30% Jan 7, 2021 - Feb 25, 2026 |
| #3 | -5.05% Oct 29, 2025 - Jan 6, 2026 | -11.13% May 6, 2026 - Jun 10, 2026 |
| #4 | -4.28% Jun 2, 2026 - Jun 10, 2026 | -5.26% Mar 2, 2026 - Mar 31, 2026 |
| #5 | -2.74% May 19, 2025 - Jun 6, 2025 | -2.11% Apr 27, 2026 - Apr 30, 2026 |
| #6 | -2.69% Oct 6, 2025 - Oct 24, 2025 | -2.05% Apr 14, 2026 - Apr 23, 2026 |
| #7 | -2.37% Jan 12, 2026 - Jan 26, 2026 | -1.59% Apr 30, 2026 - May 5, 2026 |
| #8 | -2.20% Jul 28, 2025 - Aug 12, 2025 | -0.47% Apr 10, 2026 - Apr 14, 2026 |
| #9 | -2.18% May 14, 2026 - May 28, 2026 | -0.34% Dec 30, 2020 - Jan 4, 2021 |
| #10 | -1.57% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #11 | -1.42% Jun 12, 2025 - Jun 24, 2025 | N/A |
| #12 | -1.27% Aug 14, 2025 - Aug 27, 2025 | N/A |
| #13 | -1.21% Aug 28, 2025 - Sep 4, 2025 | N/A |
| #14 | -0.95% Apr 27, 2026 - Apr 30, 2026 | N/A |
| #15 | -0.80% May 2, 2025 - May 12, 2025 | N/A |
Correlation
Correlation between LCAP and FAN is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2008 - 2025)
LCAP vs FAN dividend yield comparison.
| Year | LCAP | FAN |
|---|---|---|
| 2025 | 0.11% | 1.35% |
| 2024 | 0.00% | 1.52% |
| 2023 | 0.00% | 1.71% |
| 2022 | 0.00% | 1.50% |
| 2021 | 0.00% | 1.79% |
| 2020 | 0.00% | 0.84% |
| 2019 | 0.00% | 2.42% |
| 2018 | 0.00% | 2.67% |
| 2017 | 0.00% | 2.59% |
| 2016 | 0.00% | 6.04% |
| 2015 | 0.00% | 2.35% |
| 2014 | 0.00% | 2.61% |
| 2013 | 0.00% | 0.71% |
| 2012 | 0.00% | 1.63% |
| 2011 | 0.00% | 0.74% |
| 2010 | 0.00% | 0.90% |
| 2009 | 0.00% | 2.14% |
| 2008 | 0.00% | 0.32% |
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