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LCAP vs TSPY

Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and TAPPALPHA S&P 500 GROWTH & DAILY INCOME ETF (TSPY, ETF).

LCAP vs TSPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LCAP
$264M
Winner
TSPY
$264M
Expense Ratio
Winner
LCAP
0.29%
TSPY
0.71%
Max Drawdown
Winner
LCAP
11.31%
TSPY
21.43%
Sharpe Ratio
LCAP
1.47
Winner
TSPY
1.52
5Y Beta
Winner
LCAP
0.88
TSPY
0.90
P/E Ratio
LCAP
33.62
TSPY
N/A
Forward P/E
LCAP
25.33
TSPY
N/A
PEG Ratio
LCAP
0.60
TSPY
N/A
5Y EPS CAGR
LCAP
40.63%
TSPY
N/A
Debt to Equity
LCAP
33.24%
TSPY
N/A
P/S Ratio
LCAP
4.85
TSPY
N/A
P/B Ratio
LCAP
9.49
TSPY
N/A

LCAP vs TSPY - Holdings Comparison

LCAP and TSPY have 0 common holdings. Overlap is 0.00%

LCAP's top 25 holdings weight is 63.34%. TSPY's top 25 holdings weight is 99.98%.

RankLCAPTSPY
#1
NVIDIA CORP (NVDA) - 7.76%
STATE STREET® SPDR® S&P 500® ETF (SPY) - 99.49%
#2
APPLE INC (AAPL) - 6.36%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.49%
#3
ALPHABET INC CLASS A (GOOGL) - 5.89%
N/A
#4
MICROSOFT CORP (MSFT) - 4.59%
N/A
#5
AMAZON.COM INC (AMZN) - 4.17%
N/A
#6
BROADCOM INC (AVGO) - 4.12%
N/A
#7
STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 2.82%
N/A
#8
VISA INC CLASS A (V) - 2.62%
N/A
#9
CASEY'S GENERAL STORES INC (CASY) - 2.55%
N/A
#10
JPMORGAN CHASE & CO (JPM) - 2.50%
N/A
#11
PALO ALTO NETWORKS INC (PANW) - 2.42%
N/A
#12
TJX COMPANIES INC (TJX) - 2.22%
N/A
#13
ELI LILLY AND CO (LLY) - 2.21%
N/A
#14
MARATHON PETROLEUM CORP (MPC) - 2.16%
N/A
#15
LAM RESEARCH CORP (LRCX) - 2.10%
N/A
#16
META PLATFORMS INC CLASS A (META) - 2.00%
N/A
#17
TESLA INC (TSLA) - 1.84%
N/A
#18
WESTERN DIGITAL CORP (WDC) - 1.70%
N/A
#19
REPUBLIC SERVICES INC (RSG) - 1.68%
N/A
#20
EXXON MOBIL CORP (XOM) - 1.63%
N/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings202

LCAP vs TSPY - Historical Returns

Returns include dividend reinvestment.

1M
LCAP
+0.50%
Winner
TSPY
+1.55%
3M
Winner
LCAP
+7.51%
TSPY
+5.67%
6M
Winner
LCAP
+8.75%
TSPY
+5.90%
1Y
Winner
LCAP
+25.21%
TSPY
+24.64%
Max(CAGR)
Winner
LCAP
+24.17%
TSPY
+16.58%

LCAP vs TSPY - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearLCAPTSPY
2026+8.92%+5.70%
2025+18.16%+17.84%
2024N/A+6.11%

LCAP vs TSPY Drawdown Comparison

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

The maximum drawdown for TSPY was -18.04%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current LCAP drawdown is -3.02%. The current TSPY drawdown is -3.05%.

RankLCAPTSPY
#1-11.31%
Mar 26, 2025 - May 2, 2025
-18.04%
Feb 19, 2025 - Jul 3, 2025
#2-9.32%
Jan 26, 2026 - Apr 16, 2026
-9.61%
Feb 2, 2026 - Apr 17, 2026
#3-5.05%
Oct 29, 2025 - Jan 6, 2026
-5.16%
Oct 29, 2025 - Dec 5, 2025
#4-3.02%
Jun 2, 2026 - Jun 5, 2026
-4.89%
Dec 11, 2024 - Jan 23, 2025
#5-2.74%
May 19, 2025 - Jun 6, 2025
-4.11%
Aug 30, 2024 - Sep 18, 2024
#6-2.69%
Oct 6, 2025 - Oct 24, 2025
-3.05%
Jun 1, 2026 - Jun 5, 2026
#7-2.37%
Jan 12, 2026 - Jan 26, 2026
-2.92%
Nov 13, 2024 - Nov 29, 2024
#8-2.20%
Jul 28, 2025 - Aug 12, 2025
-2.87%
Oct 21, 2024 - Nov 6, 2024
#9-2.18%
May 14, 2026 - May 28, 2026
-2.78%
Oct 8, 2025 - Oct 24, 2025
#10-1.57%
Sep 22, 2025 - Oct 1, 2025
-2.46%
Dec 11, 2025 - Dec 23, 2025
#11-1.42%
Jun 12, 2025 - Jun 24, 2025
-2.41%
Jul 28, 2025 - Aug 8, 2025
#12-1.27%
Aug 14, 2025 - Aug 27, 2025
-2.32%
Jan 12, 2026 - Jan 27, 2026
#13-1.21%
Aug 28, 2025 - Sep 4, 2025
-2.08%
Jan 23, 2025 - Feb 13, 2025
#14-0.95%
Apr 27, 2026 - Apr 30, 2026
-1.68%
May 14, 2026 - May 26, 2026
#15-0.80%
May 2, 2025 - May 12, 2025
-1.37%
Sep 22, 2025 - Sep 30, 2025

Correlation

Correlation between LCAP and TSPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2024 - 2026)

LCAP vs TSPY dividend yield comparison.

YearLCAPTSPY
20260.00%7.04%
20250.11%13.69%
20240.00%3.45%

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