LCAP vs FEMS
Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND (FEMS, ETF).
LCAP vs FEMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCAP
$264M
Winner
FEMS
$264M
Expense Ratio
Winner
LCAP
0.29%
FEMS
0.80%
Max Drawdown
Winner
LCAP
11.31%
FEMS
52.31%
Sharpe Ratio
Winner
LCAP
1.47
FEMS
0.90
5Y Beta
LCAP
0.88
Winner
FEMS
0.61
P/E Ratio
LCAP
33.62
FEMS
N/A
Forward P/E
LCAP
25.33
FEMS
N/A
PEG Ratio
LCAP
0.60
FEMS
N/A
5Y Dividends CAGR
LCAP
N/A
FEMS
4.25%
5Y EPS CAGR
LCAP
40.63%
FEMS
N/A
Debt to Equity
LCAP
33.24%
FEMS
N/A
P/S Ratio
LCAP
4.85
FEMS
N/A
P/B Ratio
LCAP
9.49
FEMS
N/A
LCAP vs FEMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCAP
+0.50%
FEMS
-7.03%
3M
Winner
LCAP
+7.51%
FEMS
+0.34%
6M
Winner
LCAP
+8.75%
FEMS
+7.15%
1Y
Winner
LCAP
+25.21%
FEMS
+18.53%
5Y(CAGR)
LCAP
N/A
FEMS
+3.51%
10Y(CAGR)
LCAP
N/A
FEMS
+8.89%
Max(CAGR)
Winner
LCAP
+24.17%
FEMS
+6.56%
LCAP vs FEMS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | LCAP | FEMS |
|---|---|---|
| 2026 | +8.92% | +6.49% |
| 2025 | +18.16% | +16.57% |
| 2024 | N/A | +3.33% |
| 2023 | N/A | +4.24% |
| 2022 | N/A | +0.56% |
| 2021 | N/A | +3.49% |
| 2020 | N/A | +5.77% |
| 2019 | N/A | +28.95% |
| 2018 | N/A | -23.79% |
| 2017 | N/A | +47.46% |
| 2016 | N/A | +17.27% |
| 2015 | N/A | -13.68% |
| 2014 | N/A | -5.78% |
| 2013 | N/A | +3.56% |
| 2012 | N/A | +14.75% |
LCAP vs FEMS Drawdown Comparison
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The maximum drawdown for FEMS was -47.82%, occurring on Mar 23, 2020. Recovery took 742 trading sessions.
The current LCAP drawdown is -3.02%. The current FEMS drawdown is -8.98%.
| Rank | LCAP | FEMS |
|---|---|---|
| #1 | -11.31% Mar 26, 2025 - May 2, 2025 | -47.82% Jan 26, 2018 - Jan 7, 2021 |
| #2 | -9.32% Jan 26, 2026 - Apr 16, 2026 | -45.48% Mar 13, 2012 - Aug 22, 2017 |
| #3 | -5.05% Oct 29, 2025 - Jan 6, 2026 | -30.42% Jun 3, 2021 - Jul 3, 2025 |
| #4 | -3.02% Jun 2, 2026 - Jun 5, 2026 | -8.98% May 6, 2026 - Jun 5, 2026 |
| #5 | -2.74% May 19, 2025 - Jun 6, 2025 | -8.59% Feb 26, 2026 - Apr 10, 2026 |
| #6 | -2.69% Oct 6, 2025 - Oct 24, 2025 | -8.29% Sep 15, 2017 - Dec 29, 2017 |
| #7 | -2.37% Jan 12, 2026 - Jan 26, 2026 | -6.77% Apr 29, 2021 - May 28, 2021 |
| #8 | -2.20% Jul 28, 2025 - Aug 12, 2025 | -6.66% Oct 1, 2025 - Jan 8, 2026 |
| #9 | -2.18% May 14, 2026 - May 28, 2026 | -5.90% Feb 17, 2021 - Apr 8, 2021 |
| #10 | -1.57% Sep 22, 2025 - Oct 1, 2025 | -4.78% Jan 20, 2021 - Feb 5, 2021 |
| #11 | -1.42% Jun 12, 2025 - Jun 24, 2025 | -4.70% Apr 17, 2026 - May 6, 2026 |
| #12 | -1.27% Aug 14, 2025 - Aug 27, 2025 | -4.01% Jan 27, 2026 - Feb 11, 2026 |
| #13 | -1.21% Aug 28, 2025 - Sep 4, 2025 | -1.80% Apr 8, 2021 - Apr 16, 2021 |
| #14 | -0.95% Apr 27, 2026 - Apr 30, 2026 | -1.71% Sep 17, 2025 - Oct 1, 2025 |
| #15 | -0.80% May 2, 2025 - May 12, 2025 | -1.69% Jan 14, 2021 - Jan 20, 2021 |
Correlation
Correlation between LCAP and FEMS is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2012 - 2026)
LCAP vs FEMS dividend yield comparison.
| Year | LCAP | FEMS |
|---|---|---|
| 2026 | 0.00% | 0.68% |
| 2025 | 0.11% | 4.27% |
| 2024 | 0.00% | 3.97% |
| 2023 | 0.00% | 4.65% |
| 2022 | 0.00% | 4.55% |
| 2021 | 0.00% | 6.25% |
| 2020 | 0.00% | 2.90% |
| 2019 | 0.00% | 4.37% |
| 2018 | 0.00% | 4.68% |
| 2017 | 0.00% | 3.39% |
| 2016 | 0.00% | 2.42% |
| 2015 | 0.00% | 3.28% |
| 2014 | 0.00% | 3.48% |
| 2013 | 0.00% | 1.78% |
| 2012 | 0.00% | 1.96% |
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