LCAP vs IWLG
Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF).
LCAP vs IWLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LCAP
$320M
IWLG
$319M
Expense Ratio
Winner
LCAP
0.29%
IWLG
0.50%
Max Drawdown
Winner
LCAP
11.31%
IWLG
23.65%
Sharpe Ratio
Winner
LCAP
1.43
IWLG
0.50
5Y Beta
Winner
LCAP
0.88
IWLG
1.23
P/E Ratio
Winner
LCAP
32.91
IWLG
36.78
Forward P/E
Winner
LCAP
23.31
IWLG
28.19
PEG Ratio
Winner
LCAP
0.50
IWLG
0.54
5Y EPS CAGR
Winner
LCAP
37.31%
IWLG
34.98%
Debt to Equity
LCAP
31.22%
Winner
IWLG
29.36%
P/S Ratio
Winner
LCAP
5.01
IWLG
5.94
P/B Ratio
Winner
LCAP
9.28
IWLG
11.93
LCAP vs IWLG - Holdings Comparison
LCAP and IWLG have 10 common holdings. Overlap is 35.26%
LCAP's top 25 holdings weight is 63.16%. IWLG's top 25 holdings weight is 84.00%.
| Rank | LCAP | IWLG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.03% | NVIDIA CORP (NVDA) - 12.02% |
| #2 | APPLE INC (AAPL) - 6.26% | ALPHABET INC CLASS C (GOOG) - 10.06% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.65% | APPLE INC (AAPL) - 8.70% |
| #4 | MICROSOFT CORP (MSFT) - 5.03% | BROADCOM INC (AVGO) - 7.42% |
| #5 | BROADCOM INC (AVGO) - 4.44% | MICROSOFT CORP (MSFT) - 5.86% |
| #6 | AMAZON.COM INC (AMZN) - 4.07% | AMAZON.COM INC (AMZN) - 4.65% |
| #7 | PALO ALTO NETWORKS INC (PANW) - 2.81% | META PLATFORMS INC CLASS A (META) - 4.23% |
| #8 | LAM RESEARCH CORP (LRCX) - 2.56% | NETFLIX INC (NFLX) - 2.55% |
| #9 | VISA INC CLASS A (V) - 2.56% | MASTERCARD INC CLASS A (MA) - 2.31% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.40% | ELI LILLY AND CO (LLY) - 2.03% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 2.33% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.00% |
| #12 | ELI LILLY AND CO (LLY) - 2.23% | GE AEROSPACE (GE) - 1.97% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 2.23% | ADVANCED MICRO DEVICES INC (AMD) - 1.96% |
| #14 | TJX COMPANIES INC (TJX) - 2.11% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.92% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.95% | ORACLE CORP (ORCL) - 1.74% |
| #16 | MICRON TECHNOLOGY INC (MU) - 1.78% | INTUITIVE SURGICAL INC (ISRG) - 1.69% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.75% | CATERPILLAR INC (CAT) - 1.58% |
| #18 | TESLA INC (TSLA) - 1.75% | LUMENTUM HOLDINGS INC (LITE) - 1.55% |
| #19 | EXXON MOBIL CORP (XOM) - 1.61% | ASML HOLDING NV ADR (ASML) - 1.52% |
| #20 | REPUBLIC SERVICES INC (RSG) - 1.61% | QUANTA SERVICES INC (PWR) - 1.49% |
| #21 | N/A | TESLA INC (TSLA) - 1.43% |
| #22 | N/A | O'REILLY AUTOMOTIVE INC (ORLY) - 1.43% |
| #23 | N/A | SPOTIFY TECHNOLOGY SA (SPOT) - 1.33% |
| #24 | N/A | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.30% |
| #25 | N/A | ELANCO ANIMAL HEALTH INC (ELAN) - 1.26% |
| Total Holdings | 20 | 41 |
LCAP vs IWLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCAP
-0.22%
IWLG
-1.12%
3M
LCAP
+9.87%
Winner
IWLG
+10.44%
6M
Winner
LCAP
+10.25%
IWLG
+2.19%
1Y
Winner
LCAP
+23.65%
IWLG
+11.11%
Max(CAGR)
Winner
LCAP
+24.15%
IWLG
+21.92%
LCAP vs IWLG - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LCAP | IWLG |
|---|---|---|
| 2026 | +9.35% | +2.11% |
| 2025 | +18.16% | +14.91% |
| 2024 | N/A | +33.88% |
| 2023 | N/A | +43.98% |
| 2022 | N/A | -0.01% |
LCAP vs IWLG Drawdown Comparison
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current LCAP drawdown is -2.64%. The current IWLG drawdown is -5.07%.
| Rank | LCAP | IWLG |
|---|---|---|
| #1 | -11.31% Mar 26, 2025 - May 2, 2025 | -23.19% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -9.32% Jan 26, 2026 - Apr 16, 2026 | -19.45% Oct 29, 2025 - May 29, 2026 |
| #3 | -5.05% Oct 29, 2025 - Jan 6, 2026 | -19.40% Aug 15, 2022 - May 15, 2023 |
| #4 | -4.28% Jun 2, 2026 - Jun 10, 2026 | -12.90% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -2.74% May 19, 2025 - Jun 6, 2025 | -10.69% Jul 18, 2023 - Nov 10, 2023 |
| #6 | -2.69% Oct 6, 2025 - Oct 24, 2025 | -7.89% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -2.37% Jan 12, 2026 - Jan 26, 2026 | -7.05% Mar 22, 2024 - May 15, 2024 |
| #8 | -2.20% Jul 28, 2025 - Aug 12, 2025 | -5.42% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -2.18% May 14, 2026 - May 28, 2026 | -4.61% Jun 24, 2022 - Jul 20, 2022 |
| #10 | -1.57% Sep 22, 2025 - Oct 1, 2025 | -3.56% Jul 21, 2022 - Jul 27, 2022 |
| #11 | -1.42% Jun 12, 2025 - Jun 24, 2025 | -3.41% Oct 29, 2024 - Nov 6, 2024 |
| #12 | -1.27% Aug 14, 2025 - Aug 27, 2025 | -3.36% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -1.21% Aug 28, 2025 - Sep 4, 2025 | -3.27% Dec 28, 2023 - Jan 10, 2024 |
| #14 | -0.95% Apr 27, 2026 - Apr 30, 2026 | -2.94% Nov 13, 2024 - Dec 3, 2024 |
| #15 | -0.80% May 2, 2025 - May 12, 2025 | -2.94% Sep 22, 2025 - Oct 8, 2025 |
Correlation
Correlation between LCAP and IWLG is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2022 - 2025)
LCAP vs IWLG dividend yield comparison.
| Year | LCAP | IWLG |
|---|---|---|
| 2025 | 0.11% | 0.00% |
| 2024 | 0.00% | 1.34% |
| 2023 | 0.00% | 0.01% |
| 2022 | 0.00% | 0.05% |
Select Stocks to Compare
Popular: LCAP vs SPYIWLG vs SPY
More Comparisons
Compare with similar stocks