LCAP vs VTWG
Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF).
LCAP vs VTWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCAP
$1.80B
VTWG
$1.80B
Expense Ratio
LCAP
0.29%
Winner
VTWG
0.06%
Max Drawdown
Winner
LCAP
11.31%
VTWG
42.40%
Sharpe Ratio
Winner
LCAP
1.40
VTWG
1.16
5Y Beta
Winner
LCAP
0.88
VTWG
1.23
P/E Ratio
Winner
LCAP
31.21
VTWG
134.20
Forward P/E
LCAP
22.26
Winner
VTWG
19.83
PEG Ratio
LCAP
0.40
VTWG
N/A
5Y Dividends CAGR
LCAP
N/A
VTWG
16.11%
5Y EPS CAGR
LCAP
30.00%
VTWG
N/A
Debt to Equity
LCAP
N/A
VTWG
26.84%
P/S Ratio
LCAP
2.91
Winner
VTWG
2.44
P/B Ratio
LCAP
7.08
Winner
VTWG
4.67
LCAP vs VTWG - Holdings Comparison
LCAP and VTWG have 2 common holdings. Overlap is 0.01%
LCAP's top 25 holdings weight is 70.61%. VTWG's top 25 holdings weight is 23.10%.
| Rank | LCAP | VTWG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.13% | BLOOM ENERGY CORP CLASS A (BE) - 3.41% |
| #2 | APPLE INC (AAPL) - 6.20% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 2.09% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.47% | SLBBH1142 (n/a) - 1.71% |
| #4 | MICROSOFT CORP (MSFT) - 4.02% | STERLING INFRASTRUCTURE INC (STRL) - 1.41% |
| #5 | AMAZON.COM INC (AMZN) - 3.81% | FABRINET (FN) - 1.29% |
| #6 | BROADCOM INC (AVGO) - 3.31% | IONQ INC CLASS A (IONQ) - 1.11% |
| #7 | LAM RESEARCH CORP (LRCX) - 3.20% | NEXTPOWER INC CLASS A (NXT) - 1.00% |
| #8 | VISA INC CLASS A (V) - 3.14% | GUARDANT HEALTH INC (GH) - 0.88% |
| #9 | GE VERNOVA INC (GEV) - 2.91% | SITIME CORP ORDINARY SHARES (SITM) - 0.87% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.89% | RAMBUS INC (RMBS) - 0.86% |
| #11 | ELI LILLY AND CO (LLY) - 2.52% | DYCOM INDUSTRIES INC (DY) - 0.81% |
| #12 | AMERICAN EXPRESS CO (AXP) - 2.21% | MODINE MANUFACTURING CO (MOD) - 0.80% |
| #13 | TJX COMPANIES INC (TJX) - 2.11% | SEMTECH CORP (SMTC) - 0.78% |
| #14 | WESTERN DIGITAL CORP (WDC) - 2.10% | PLANET LABS PBC CLASS A (PL) - 0.76% |
| #15 | MCKESSON CORP (MCK) - 2.09% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.65% |
| #16 | REPUBLIC SERVICES INC (RSG) - 2.02% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.64% |
| #17 | MARATHON PETROLEUM CORP (MPC) - 1.97% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.62% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.92% | VIAVI SOLUTIONS INC (VIAV) - 0.61% |
| #19 | META PLATFORMS INC CLASS A (META) - 1.77% | BRIDGEBIO PHARMA INC (BBIO) - 0.58% |
| #20 | MICRON TECHNOLOGY INC (MU) - 1.72% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% |
| #21 | COCA-COLA CO (KO) - 1.69% | SANMINA CORP (SANM) - 0.34% |
| #22 | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 1.64% | BRINKER INTERNATIONAL INC (EAT) - 0.34% |
| #23 | TESLA INC (TSLA) - 1.61% | ARCHROCK INC (AROC) - 0.32% |
| #24 | PARKER HANNIFIN CORP (PH) - 1.60% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.32% |
| #25 | TWILIO INC CLASS A (TWLO) - 1.56% | GLAUKOS CORP (GKOS) - 0.32% |
| Total Holdings | 56 | 1097 |
LCAP vs VTWG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCAP
+1.86%
VTWG
-3.08%
3M
LCAP
+6.96%
Winner
VTWG
+7.63%
6M
Winner
LCAP
+11.97%
VTWG
+9.19%
1Y
LCAP
+23.91%
Winner
VTWG
+32.20%
5Y(CAGR)
LCAP
N/A
VTWG
+5.59%
10Y(CAGR)
LCAP
N/A
VTWG
+11.15%
Max(CAGR)
Winner
LCAP
+24.80%
VTWG
+11.93%
LCAP vs VTWG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | LCAP | VTWG |
|---|---|---|
| 2026 | +12.69% | +16.99% |
| 2025 | +18.16% | +12.58% |
| 2024 | N/A | +16.28% |
| 2023 | N/A | +19.64% |
| 2022 | N/A | -27.33% |
| 2021 | N/A | +4.39% |
| 2020 | N/A | +34.55% |
| 2019 | N/A | +28.92% |
| 2018 | N/A | -10.03% |
| 2017 | N/A | +21.89% |
| 2016 | N/A | +14.43% |
| 2015 | N/A | +0.17% |
| 2014 | N/A | +7.43% |
| 2013 | N/A | +39.98% |
| 2012 | N/A | +13.18% |
| 2011 | N/A | -4.95% |
| 2010 | N/A | +21.68% |
LCAP vs VTWG Drawdown Comparison
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.
The current LCAP drawdown is -0.36%. The current VTWG drawdown is -3.12%.
| Rank | LCAP | VTWG |
|---|---|---|
| #1 | -11.31% Mar 26, 2025 - May 2, 2025 | -42.07% Feb 9, 2021 - Oct 6, 2025 |
| #2 | -9.32% Jan 26, 2026 - Apr 16, 2026 | -40.36% Feb 19, 2020 - Aug 7, 2020 |
| #3 | -5.05% Oct 29, 2025 - Jan 6, 2026 | -29.43% Apr 29, 2011 - Sep 14, 2012 |
| #4 | -4.28% Jun 2, 2026 - Jul 6, 2026 | -28.77% Jun 23, 2015 - Dec 8, 2016 |
| #5 | -2.74% May 19, 2025 - Jun 6, 2025 | -28.53% Aug 31, 2018 - Jan 14, 2020 |
| #6 | -2.69% Oct 6, 2025 - Oct 24, 2025 | -14.88% Jan 22, 2026 - Apr 17, 2026 |
| #7 | -2.37% Jan 12, 2026 - Jan 26, 2026 | -14.50% Mar 4, 2014 - Dec 24, 2014 |
| #8 | -2.20% Jul 28, 2025 - Aug 12, 2025 | -11.04% Sep 14, 2012 - Jan 2, 2013 |
| #9 | -2.18% May 14, 2026 - May 28, 2026 | -10.08% Oct 15, 2025 - Dec 10, 2025 |
| #10 | -1.57% Sep 22, 2025 - Oct 1, 2025 | -8.87% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -1.42% Jun 12, 2025 - Jun 24, 2025 | -7.87% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -1.34% Jul 15, 2026 - Jul 20, 2026 | -7.69% Jan 22, 2014 - Feb 24, 2014 |
| #13 | -1.27% Aug 14, 2025 - Aug 27, 2025 | -7.51% Oct 12, 2020 - Nov 5, 2020 |
| #14 | -1.21% Aug 28, 2025 - Sep 4, 2025 | -7.28% Mar 12, 2018 - May 16, 2018 |
| #15 | -0.96% Jul 6, 2026 - Jul 10, 2026 | -6.12% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between LCAP and VTWG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2010 - 2026)
LCAP vs VTWG dividend yield comparison.
| Year | LCAP | VTWG |
|---|---|---|
| 2026 | 0.00% | 0.27% |
| 2025 | 0.11% | 0.64% |
| 2024 | 0.00% | 0.55% |
| 2023 | 0.00% | 0.79% |
| 2022 | 0.00% | 0.71% |
| 2021 | 0.00% | 0.54% |
| 2020 | 0.00% | 0.48% |
| 2019 | 0.00% | 0.72% |
| 2018 | 0.00% | 0.72% |
| 2017 | 0.00% | 0.64% |
| 2016 | 0.00% | 0.96% |
| 2015 | 0.00% | 0.72% |
| 2014 | 0.00% | 0.62% |
| 2013 | 0.00% | 0.56% |
| 2012 | 0.00% | 0.81% |
| 2011 | 0.00% | 0.30% |
| 2010 | 0.00% | 0.27% |
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