LCAP vs JUSA
Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).
LCAP vs JUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LCAP
$320M
JUSA
$319M
Expense Ratio
LCAP
0.29%
Winner
JUSA
0.12%
Max Drawdown
Winner
LCAP
11.31%
JUSA
22.96%
Sharpe Ratio
LCAP
1.43
Winner
JUSA
1.48
5Y Beta
Winner
LCAP
0.88
JUSA
0.97
P/E Ratio
LCAP
32.91
Winner
JUSA
26.97
Forward P/E
LCAP
23.31
Winner
JUSA
21.12
PEG Ratio
LCAP
0.50
Winner
JUSA
0.46
5Y EPS CAGR
Winner
LCAP
37.31%
JUSA
26.72%
Debt to Equity
LCAP
31.22%
Winner
JUSA
16.15%
P/S Ratio
LCAP
5.01
Winner
JUSA
3.89
P/B Ratio
LCAP
9.28
Winner
JUSA
5.54
LCAP vs JUSA - Holdings Comparison
LCAP and JUSA have 16 common holdings. Overlap is 40.37%
LCAP's top 25 holdings weight is 63.16%. JUSA's top 25 holdings weight is 54.62%.
| Rank | LCAP | JUSA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.03% | NVIDIA CORP (NVDA) - 8.82% |
| #2 | APPLE INC (AAPL) - 6.26% | APPLE INC (AAPL) - 6.93% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.65% | MICROSOFT CORP (MSFT) - 5.26% |
| #4 | MICROSOFT CORP (MSFT) - 5.03% | AMAZON.COM INC (AMZN) - 4.41% |
| #5 | BROADCOM INC (AVGO) - 4.44% | ALPHABET INC CLASS A (GOOGL) - 3.61% |
| #6 | AMAZON.COM INC (AMZN) - 4.07% | BROADCOM INC (AVGO) - 3.23% |
| #7 | PALO ALTO NETWORKS INC (PANW) - 2.81% | ALPHABET INC CLASS C (GOOG) - 2.59% |
| #8 | LAM RESEARCH CORP (LRCX) - 2.56% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #9 | VISA INC CLASS A (V) - 2.56% | TESLA INC (TSLA) - 1.59% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.40% | MICRON TECHNOLOGY INC (MU) - 1.42% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 2.33% | EXXON MOBIL CORP (XOM) - 1.41% |
| #12 | ELI LILLY AND CO (LLY) - 2.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 2.23% | VISA INC CLASS A (V) - 1.16% |
| #14 | TJX COMPANIES INC (TJX) - 2.11% | JOHNSON & JOHNSON (JNJ) - 1.12% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.95% | ELI LILLY AND CO (LLY) - 1.11% |
| #16 | MICRON TECHNOLOGY INC (MU) - 1.78% | MASTERCARD INC CLASS A (MA) - 1.00% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.75% | ADVANCED MICRO DEVICES INC (AMD) - 0.94% |
| #18 | TESLA INC (TSLA) - 1.75% | ABBVIE INC (ABBV) - 0.91% |
| #19 | EXXON MOBIL CORP (XOM) - 1.61% | LAM RESEARCH CORP (LRCX) - 0.88% |
| #20 | REPUBLIC SERVICES INC (RSG) - 1.61% | RTX CORP (RTX) - 0.82% |
| #21 | N/A | BANK OF AMERICA CORP (BAC) - 0.78% |
| #22 | N/A | WALMART INC (WMT) - 0.78% |
| #23 | N/A | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% |
| #24 | N/A | TEXAS INSTRUMENTS INC (TXN) - 0.76% |
| #25 | N/A | WELLS FARGO & CO (WFC) - 0.74% |
| Total Holdings | 20 | 246 |
LCAP vs JUSA - Historical Returns
Returns include dividend reinvestment.
1M
LCAP
-0.22%
Winner
JUSA
+0.19%
3M
LCAP
+9.87%
Winner
JUSA
+10.95%
6M
Winner
LCAP
+10.25%
JUSA
+8.50%
1Y
Winner
LCAP
+23.65%
JUSA
+22.99%
5Y(CAGR)
LCAP
N/A
JUSA
+7.32%
Max(CAGR)
Winner
LCAP
+24.15%
JUSA
+7.32%
LCAP vs JUSA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | LCAP | JUSA |
|---|---|---|
| 2026 | +9.35% | +8.16% |
| 2025 | +18.16% | +21.69% |
| 2023 | N/A | +17.35% |
| 2022 | N/A | -17.30% |
| 2021 | N/A | +10.85% |
LCAP vs JUSA Drawdown Comparison
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The maximum drawdown for JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The current LCAP drawdown is -2.64%. The current JUSA drawdown is -2.36%.
| Rank | LCAP | JUSA |
|---|---|---|
| #1 | -11.31% Mar 26, 2025 - May 2, 2025 | -22.96% Jan 4, 2022 - May 13, 2025 |
| #2 | -9.32% Jan 26, 2026 - Apr 16, 2026 | -8.93% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -5.05% Oct 29, 2025 - Jan 6, 2026 | -5.18% Aug 30, 2021 - Oct 19, 2021 |
| #4 | -4.28% Jun 2, 2026 - Jun 10, 2026 | -4.94% Oct 29, 2025 - Dec 10, 2025 |
| #5 | -2.74% May 19, 2025 - Jun 6, 2025 | -4.36% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -2.69% Oct 6, 2025 - Oct 24, 2025 | -4.26% Nov 18, 2021 - Dec 27, 2021 |
| #7 | -2.37% Jan 12, 2026 - Jan 26, 2026 | -3.22% Jul 12, 2021 - Jul 23, 2021 |
| #8 | -2.20% Jul 28, 2025 - Aug 12, 2025 | -2.88% Oct 8, 2025 - Oct 21, 2025 |
| #9 | -2.18% May 14, 2026 - May 28, 2026 | -2.82% May 19, 2025 - Jun 3, 2025 |
| #10 | -1.57% Sep 22, 2025 - Oct 1, 2025 | -2.74% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -1.42% Jun 12, 2025 - Jun 24, 2025 | -2.73% Jan 12, 2026 - Jan 27, 2026 |
| #12 | -1.27% Aug 14, 2025 - Aug 27, 2025 | -2.38% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -1.21% Aug 28, 2025 - Sep 4, 2025 | -1.94% May 14, 2026 - May 26, 2026 |
| #14 | -0.95% Apr 27, 2026 - Apr 30, 2026 | -1.82% Aug 16, 2021 - Aug 24, 2021 |
| #15 | -0.80% May 2, 2025 - May 12, 2025 | -1.47% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between LCAP and JUSA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2021 - 2026)
LCAP vs JUSA dividend yield comparison.
| Year | LCAP | JUSA |
|---|---|---|
| 2026 | 0.00% | 0.17% |
| 2025 | 0.11% | 0.77% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.00% | 0.53% |
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