LCAPvsNTSXETF Comparison
VS
Principal Capital Appreciation Select ETF (LCAP) belongs to the US Multi-Factor segment. WisdomTree U.S. Efficient Core Fund (NTSX) is part of the Multi-Asset: Other segment. LCAP's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, NTSX's top sector exposures are Information Technology, Communication Services and Financials. LCAP is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.2% for NTSX. LCAP is up 5.38% year-to-date (YTD) with +$58M in YTD flows. NTSX performs worse with 3.44% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of LCAP and NTSX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
LCAP vs NTSX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LCAP NTSX | +5.17%+5.51% | +3.32%+4.77% | +5.38%+3.44% | +29.75%+33.73% | n/a+66.87% | n/a+53.76% |
| Flows | LCAP NTSX | +$51M+$3M | +$57M+$210K | +$58M-$2M | +$228M-$74M | -+$39M | -+$456M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LCAP NTSX | +14.92%+15.00% | +12.84%+12.56% | n/a+14.14% | n/a+16.29% |
| Max drawdown | LCAP NTSX | -7.86%-8.86% | -7.86%-8.97% | n/a-16.78% | n/a-31.20% |
| Max drawdown duration | LCAP NTSX | 47d48d | 47d92d | n/a197d | n/a897d |
Trading data
LCAP | NTSX | |
Last sale 4/17/2026 at 1:30 PM | $31.54 | $56.58 |
| Previous close 04/16/2026 | $31.15 | $55.83 |
| Consolidated volume 04/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 4/17/2026 at 1:30 PM
Live
Closed
LCAP | NTSX | |
|---|---|---|
| Last price | $31.54 | $56.58 |
| 1D performance | +1.25% | +1.34% |
| AuM | $254.10 M | $1.31 B |
| E/R | 0.29% | 0.2% |
Characteristics
LCAP | NTSX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Principal Global Investors | WisdomTree |
| Benchmark | - | - |
| N° of holdings | 51 | 465 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 25, 2025 | August 2, 2018 |
| ESG | No | No |
Advertisement
Exposure
Countries
LCAP
USA
94.23%
Other
5.77%
NTSX
USA
88.54%
Other
11.46%
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%
NTSX
Information Techn.
30.39%
Communication Ser.
10.28%
Financials
9.39%
Consumer Discreti.
8.88%
Health Care
8.52%
Industrials
7.12%
Other
25.42%
Advertisement
Diversification
LCAP
Total weight of top 15 holdings out of 15
51.63%
NTSX
Total weight of top 15 holdings out of 15
41.15%
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%
NTSX
NVIDIA
7.15%
APPLE
6.03%
ALPHABET INC-CL
5.65%
MICROSOFT-T
4.25%
AMAZON.COM INC
3.15%
META PLATFORMS
2.37%
BROADCOM LIMITED
2.19%
TESLA
1.77%
BERKSHIRE HATHWAY
1.58%
LILLY
1.56%
WALMART INC
1.46%
JPMORGAN CHASE
1.22%
EXXON
1.00%
VISA INCORPORATION
0.92%
JOHNSON&JOHNSON
0.83%
Frequently asked questions about LCAP and NTSX
How have the LCAP and NTSX ETFs performed in 2026?
As of April 15, 2026, LCAP is up 5.38% year-to-date (YTD), while NTSX has returned 3.44%. That puts LCAP better performer ahead so far this year.
Which ETF is attracting more investor money: LCAP or NTSX?
Year-to-date, the LCAP ETF saw +$58M in flows, compared to -$2M for NTSX.
Which ETF is more volatile: LCAP or NTSX?
Over the past year, LCAP had a volatility of 12.84%, while NTSX experienced 12.56%.
Which ETF is bigger: LCAP or NTSX?
As of April 15, 2026, LCAP holds $254.10 M in assets under management (AUM), while NTSX manages $1.31 B.
What sectors do the LCAP and NTSX ETFs invest in?
LCAP leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, NTSX focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the LCAP ETF and NTSX ETF?
LCAP top holdings include NVIDIA, APPLE and ALPHABET INC-CL. NTSX holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.
Which ETF is more diversified: LCAP or NTSX?
LCAP holds 54 securities with 51.63% of its assets in the top 15. NTSX has 499 securities and a top 15 weight of 41.15%.
Advertisement
Latest news about LCAP & NTSX
These Leveraged ETFs are Designed for Long-Term Investors
February 24, 2026
NTSX
ETF First Look: SPDR Bridgewater All Weather ETF (ALLW)
March 13, 2025
NTSX
U.S. Government Bonds: Still A Vital Component of a Diversified Portfolio
September 20, 2023
NTSX
Two WisdomTree Leveraged ETFs that can be held long-term
October 6, 2022
NTSX
Advertisement
Return stacking using ETFs: A strategy to beat the market?
August 2, 2022
NTSX
Return stacking using ETFs: A strategy to beat the market?
August 2, 2022
NTSX
Advertisement
