LCAP vs PSF

Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and Cohen & Steers Select Preferred and Income Fund Inc (PSF, ETF).

LCAP vs PSF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LCAP(ETF)	PSF(ETF)
Net Assets	$264M	$264M
Expense Ratio	0.29%	N/A
Max Drawdown	11.31%	55.40%
Sharpe Ratio	1.47	0.37
5Y Beta	0.88	0.36
P/E Ratio	33.62	N/A
Forward P/E	25.33	N/A
PEG Ratio	0.60	N/A
5Y Dividends CAGR	N/A	-4.58%
5Y EPS CAGR	40.63%	N/A
Debt to Equity	33.24%	N/A
P/S Ratio	4.85	N/A
P/B Ratio	9.49	N/A

Net Assets

Winner

LCAP

$264M

PSF

$264M

Expense Ratio

LCAP

0.29%

PSF

N/A

Max Drawdown

Winner

LCAP

11.31%

PSF

55.40%

Sharpe Ratio

Winner

LCAP

1.47

PSF

0.37

5Y Beta

LCAP

0.88

Winner

PSF

0.36

P/E Ratio

LCAP

33.62

PSF

N/A

Forward P/E

LCAP

25.33

PSF

N/A

PEG Ratio

LCAP

0.60

PSF

N/A

5Y Dividends CAGR

LCAP

N/A

PSF

-4.58%

5Y EPS CAGR

LCAP

40.63%

PSF

N/A

Debt to Equity

LCAP

33.24%

PSF

N/A

P/S Ratio

LCAP

4.85

PSF

N/A

P/B Ratio

LCAP

9.49

PSF

N/A

LCAP vs PSF - Historical Returns

Returns include dividend reinvestment.

Period	LCAP	PSF
1 month	+0.50%	-1.61%
3 months	+7.51%	-1.26%
6 months	+8.75%	-1.10%
1 year	+25.21%	+6.54%
5 years(CAGR)	N/A	-0.13%
10 years(CAGR)	N/A	+4.92%
Max(CAGR)	+24.17%	+6.86%

Winner

LCAP

+0.50%

PSF

-1.61%

Winner

LCAP

+7.51%

PSF

-1.26%

Winner

LCAP

+8.75%

PSF

-1.10%

Winner

LCAP

+25.21%

PSF

+6.54%

5Y(CAGR)

LCAP

N/A

PSF

-0.13%

10Y(CAGR)

LCAP

N/A

PSF

+4.92%

Max(CAGR)

Winner

LCAP

+24.17%

PSF

+6.86%

LCAP vs PSF - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LCAP	PSF
2026	+8.92%	-1.27%
2025	+18.16%	+9.51%
2024	N/A	+12.03%
2023	N/A	+8.82%
2022	N/A	-24.31%
2021	N/A	+4.83%
2020	N/A	-2.38%
2019	N/A	+40.77%
2018	N/A	-9.17%
2017	N/A	+15.24%
2016	N/A	+15.20%
2015	N/A	+5.05%
2014	N/A	+16.11%
2013	N/A	-1.04%
2012	N/A	+32.88%
2011	N/A	-6.08%
2010	N/A	-0.04%

LCAP vs PSF Drawdown Comparison

The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.

The maximum drawdown for PSF was -55.02%, occurring on Mar 18, 2020. Recovery took 297 trading sessions.

The current LCAP drawdown is -3.02%. The current PSF drawdown is -9.94%.

Rank	LCAP	PSF
#1	-11.31% Mar 26, 2025 - May 2, 2025	-55.02% Feb 20, 2020 - Apr 26, 2021
#2	-9.32% Jan 26, 2026 - Apr 16, 2026	-40.82% Aug 4, 2021 - May 16, 2023
#3	-5.05% Oct 29, 2025 - Jan 6, 2026	-18.02% Aug 20, 2018 - Feb 11, 2019
#4	-3.02% Jun 2, 2026 - Jun 5, 2026	-17.12% May 14, 2013 - Aug 20, 2014
#5	-2.74% May 19, 2025 - Jun 6, 2025	-15.20% Jul 12, 2011 - Jan 26, 2012
#6	-2.69% Oct 6, 2025 - Oct 24, 2025	-10.83% Apr 16, 2015 - Jan 6, 2016
#7	-2.37% Jan 12, 2026 - Jan 26, 2026	-10.60% Jan 11, 2018 - Jul 25, 2018
#8	-2.20% Jul 28, 2025 - Aug 12, 2025	-10.44% Sep 8, 2016 - Jan 10, 2017
#9	-2.18% May 14, 2026 - May 28, 2026	-7.34% May 4, 2021 - Jun 14, 2021
#10	-1.57% Sep 22, 2025 - Oct 1, 2025	-6.97% Oct 17, 2012 - Jan 7, 2013
#11	-1.42% Jun 12, 2025 - Jun 24, 2025	-6.62% Jan 29, 2016 - Mar 16, 2016
#12	-1.27% Aug 14, 2025 - Aug 27, 2025	-6.08% Jun 12, 2019 - Jul 12, 2019
#13	-1.21% Aug 28, 2025 - Sep 4, 2025	-5.76% Aug 2, 2017 - Dec 13, 2017
#14	-0.95% Apr 27, 2026 - Apr 30, 2026	-5.25% Oct 15, 2019 - Dec 9, 2019
#15	-0.80% May 2, 2025 - May 12, 2025	-5.22% Jan 6, 2016 - Jan 29, 2016

Correlation

Correlation between LCAP and PSF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2010 - 2026)

LCAP vs PSF dividend yield comparison.

Year	LCAP	PSF
2026	0.00%	3.23%
2025	0.11%	7.46%
2024	0.00%	7.65%
2023	0.00%	8.29%
2022	0.00%	8.65%
2021	0.00%	9.08%
2020	0.00%	7.02%
2019	0.00%	6.55%
2018	0.00%	8.68%
2017	0.00%	7.70%
2016	0.00%	9.35%
2015	0.00%	8.81%
2014	0.00%	9.98%
2013	0.00%	9.25%
2012	0.00%	8.60%
2011	0.00%	8.73%
2010	0.00%	0.69%