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LCAPvsHELOETF Comparison

ETF 1

LCAP

Principal Capital Appreciation Select ETF

This fund is part of

US Multi-Factor

+0.96%

Full LCAP fund page

VS

ETF 2

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

This fund is part of

Options Strategies

+0.46%

Full HELO fund page

Principal Capital Appreciation Select ETF (LCAP) belongs to the US Multi-Factor segment. JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is part of the Options Strategies segment. LCAP's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, HELO's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. LCAP is less expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.5% for HELO. LCAP is up 5.38% year-to-date (YTD) with +$58M in YTD flows. HELO performs worse with 1.25% YTD performance, and +$317M in YTD flows. Run a side-by-side ETF comparison of LCAP and HELO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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LCAP vs HELO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/15/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	LCAP HELO	+5.17%+2.62%	+3.32%+2.30%	+5.38%+1.25%	+29.75%+16.47%	n/an/a	n/an/a
Flows	LCAP HELO	+$51M+$39M	+$57M+$232M	+$58M+$317M	+$228M+$702M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	LCAP HELO	+14.92%+8.41%	+12.84%+6.87%	n/an/a	n/an/a
Max drawdown	LCAP HELO	-7.86%-5.83%	-7.86%-5.83%	n/an/a	n/an/a
Max drawdown duration	LCAP HELO	47d67d	47d67d	n/an/a	n/an/a

Trading data

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	LCAP	HELO
Last sale 4/17/2026 at 1:30 PM	$31.54	$67.12
Previous close 04/16/2026	$31.15	$66.81
Consolidated volume 04/16/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/17/2026 at 1:30 PM

Live

Closed

	LCAP	HELO
Last price	$31.54	$67.12
1D performance	+1.25%	+0.46%
AuM	$254.10 M	$3.98 B
E/R	0.29%	0.5%

Characteristics

	LCAP	HELO
Management strategy	Active	Active
Provider	Principal Global Investors	J.P. Morgan Asset Management
Benchmark	-	-
N° of holdings	51	146
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	March 25, 2025	September 28, 2023
ESG	No	No

More LCAP data on Trackinsight

More HELO data on Trackinsight

Exposure

Countries

LCAP

USA

94.23%

Other

5.77%

HELO

USA

94.94%

Other

5.06%

Sectors

LCAP

Information Techn.

29.17%

Financials

9.93%

Health Care

9.5%

Communication Ser.

9.19%

Consumer Discreti.

9%

Industrials

7.11%

Other

26.11%

HELO

Information Techn.

34.89%

Consumer Discreti.

11.51%

Communication Ser.

10.25%

Financials

9.66%

Health Care

9.54%

Industrials

8.35%

Other

15.81%

Diversification

LCAP

Total weight of top 15 holdings out of 15

51.63%

HELO

Total weight of top 15 holdings out of 15

45.21%

Top 15 holdings

Data as of February 28, 2026

LCAP

NVIDIA

7.17%

APPLE

6.08%

ALPHABET INC-CL

5.02%

MICROSOFT-T

4.46%

AMAZON.COM INC

3.10%

CASEYS GENERAL STORES

3.02%

MCKESSON

2.92%

JPMORGAN CHASE

2.86%

VISA INCORPORATION

2.57%

US5128073062

2.53%

EXXON

2.46%

BROADCOM LIMITED

2.43%

TJX

2.39%

THERMO FISHER SCIENTIFIC

2.38%

MARATHON PETROLEUM

2.24%

HELO

NVIDIA

8.17%

APPLE

6.91%

MICROSOFT-T

5.58%

AMAZON.COM INC

3.92%

ALPHABET INC-CL

3.10%

BROADCOM LIMITED

2.77%

META PLATFORMS

2.65%

ALPHABET INC-CL

2.04%

TESLA

1.87%

EXXON

1.85%

BERKSHIRE HATHWAY

1.39%

MASTERCARD

1.33%

JOHNSON&JOHNSON

1.33%

ABBVIE

1.16%

LILLY

1.15%

Frequently asked questions about LCAP and HELO

How have the LCAP and HELO ETFs performed in 2026?

As of April 15, 2026, LCAP is up 5.38% year-to-date (YTD), while HELO has returned 1.25%. That puts LCAP better performer ahead so far this year.

Which ETF is attracting more investor money: LCAP or HELO?

Year-to-date, the LCAP ETF saw +$58M in flows, compared to +$317M for HELO.

Which ETF is more volatile: LCAP or HELO?

Over the past year, LCAP had a volatility of 12.84%, while HELO experienced 6.87%.

Which ETF is bigger: LCAP or HELO?

As of April 15, 2026, LCAP holds $254.10 M in assets under management (AUM), while HELO manages $3.98 B.

What sectors do the LCAP and HELO ETFs invest in?

LCAP leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.

What are the top holdings of the LCAP ETF and HELO ETF?

LCAP top holdings include NVIDIA, APPLE and ALPHABET INC-CL. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: LCAP or HELO?

LCAP holds 54 securities with 51.63% of its assets in the top 15. HELO has 153 securities and a top 15 weight of 45.21%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

March 25, 2025

HELO

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

September 19, 2024

HELO

LCAPvsHELOETF Comparison

Principal Capital Appreciation Select ETF

JPMorgan Hedged Equity Laddered Overlay ETF

LCAP vs HELO performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the LCAP and HELO ETFs performed in 2026?

As of April 15, 2026, LCAP is up 5.38% year-to-date (YTD), while HELO has returned 1.25%. That puts LCAP better performer ahead so far this year.

Which ETF is attracting more investor money: LCAP or HELO?

Year-to-date, the LCAP ETF saw +$58M in flows, compared to +$317M for HELO.

Which ETF is more volatile: LCAP or HELO?

Over the past year, LCAP had a volatility of 12.84%, while HELO experienced 6.87%.

Which ETF is bigger: LCAP or HELO?

As of April 15, 2026, LCAP holds $254.10 M in assets under management (AUM), while HELO manages $3.98 B.

What sectors do the LCAP and HELO ETFs invest in?

LCAP leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, HELO focuses on Information Technology, Consumer Discretionary and Communication Services.

What are the top holdings of the LCAP ETF and HELO ETF?

LCAP top holdings include NVIDIA, APPLE and ALPHABET INC-CL. HELO holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: LCAP or HELO?

LCAP holds 54 securities with 51.63% of its assets in the top 15. HELO has 153 securities and a top 15 weight of 45.21%.

Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio

HELO: Could this JPMorgan Laddered Options ETF Be a Good Alternative to the 60/40 Portfolio?

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