LCAP vs XHLF
Comparison between PRINCIPAL CAPITAL APPRECIATION SELECT ETF (LCAP, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).
LCAP vs XHLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCAP
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
LCAP
0.29%
Winner
XHLF
0.03%
Max Drawdown
LCAP
11.31%
Winner
XHLF
0.62%
Sharpe Ratio
Winner
LCAP
1.40
XHLF
-0.13
5Y Beta
LCAP
0.88
Winner
XHLF
-0.00
P/E Ratio
LCAP
31.21
XHLF
N/A
Forward P/E
LCAP
22.26
XHLF
N/A
PEG Ratio
LCAP
0.40
XHLF
N/A
5Y EPS CAGR
LCAP
30.00%
XHLF
N/A
P/S Ratio
LCAP
2.91
XHLF
N/A
P/B Ratio
LCAP
7.08
XHLF
N/A
LCAP vs XHLF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCAP
+1.86%
XHLF
+0.30%
3M
Winner
LCAP
+6.96%
XHLF
+0.83%
6M
Winner
LCAP
+11.97%
XHLF
+1.66%
1Y
Winner
LCAP
+23.91%
XHLF
+3.81%
Max(CAGR)
Winner
LCAP
+24.80%
XHLF
+4.40%
LCAP vs XHLF - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LCAP | XHLF |
|---|---|---|
| 2026 | +12.69% | +1.76% |
| 2025 | +18.16% | +4.21% |
| 2024 | N/A | +5.06% |
| 2023 | N/A | +4.90% |
| 2022 | N/A | +0.96% |
LCAP vs XHLF Drawdown Comparison
The maximum drawdown for LCAP was -11.31%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.
The current LCAP drawdown is -0.36%.
| Rank | LCAP | XHLF |
|---|---|---|
| #1 | -11.31% Mar 26, 2025 - May 2, 2025 | -0.11% Oct 10, 2022 - Oct 27, 2022 |
| #2 | -9.32% Jan 26, 2026 - Apr 16, 2026 | -0.09% Mar 13, 2023 - Mar 15, 2023 |
| #3 | -5.05% Oct 29, 2025 - Jan 6, 2026 | -0.07% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -4.28% Jun 2, 2026 - Jul 6, 2026 | -0.07% Mar 24, 2023 - Apr 4, 2023 |
| #5 | -2.74% May 19, 2025 - Jun 6, 2025 | -0.07% Dec 23, 2022 - Dec 29, 2022 |
| #6 | -2.69% Oct 6, 2025 - Oct 24, 2025 | -0.07% Oct 28, 2022 - Nov 8, 2022 |
| #7 | -2.37% Jan 12, 2026 - Jan 26, 2026 | -0.06% Apr 5, 2023 - Apr 20, 2023 |
| #8 | -2.20% Jul 28, 2025 - Aug 12, 2025 | -0.06% Mar 3, 2023 - Mar 10, 2023 |
| #9 | -2.18% May 14, 2026 - May 28, 2026 | -0.06% Feb 2, 2023 - Feb 10, 2023 |
| #10 | -1.57% Sep 22, 2025 - Oct 1, 2025 | -0.06% Feb 1, 2024 - Feb 8, 2024 |
| #11 | -1.42% Jun 12, 2025 - Jun 24, 2025 | -0.06% Aug 5, 2024 - Aug 12, 2024 |
| #12 | -1.34% Jul 15, 2026 - Jul 20, 2026 | -0.06% Oct 2, 2024 - Oct 11, 2024 |
| #13 | -1.27% Aug 14, 2025 - Aug 27, 2025 | -0.06% Mar 15, 2023 - Mar 17, 2023 |
| #14 | -1.21% Aug 28, 2025 - Sep 4, 2025 | -0.04% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -0.96% Jul 6, 2026 - Jul 10, 2026 | -0.04% May 9, 2025 - May 16, 2025 |
Correlation
Correlation between LCAP and XHLF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
LCAP vs XHLF dividend yield comparison.
| Year | LCAP | XHLF |
|---|---|---|
| 2026 | 0.00% | 1.82% |
| 2025 | 0.11% | 3.99% |
| 2024 | 0.00% | 4.96% |
| 2023 | 0.00% | 4.50% |
| 2022 | 0.00% | 0.86% |
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