LCAPvsSPYMETF Comparison
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Principal Capital Appreciation Select ETF (LCAP) belongs to the US Multi-Factor segment. State Street SPDR Portfolio S&P 500 ETF (SPYM) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. LCAP is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.02% for SPYM. LCAP is up 13.51% year-to-date (YTD) with +$1.63B in YTD flows. SPYM performs worse with 12.37% YTD performance, and +$69.37B in YTD flows. Run a side-by-side ETF comparison of LCAP and SPYM 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 SPYM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LCAP SPYM | -0.64%-1.01% | +2.00%+3.18% | +13.51%+12.37% | +14.76%+14.43% | n/a+87.78% | n/a+79.04% |
| Flows | LCAP SPYM | +$12M+$9.69B | +$33M+$18.33B | +$1.63B+$69.37B | +$1.78B+$71.20B | -+$123.85B | -+$131.33B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LCAP SPYM | +10.08%+10.99% | +12.51%+12.75% | n/a+14.95% | n/a+16.99% |
| Max drawdown | LCAP SPYM | -3.64%-3.03% | -7.86%-8.89% | n/a-18.74% | n/a-24.50% |
| Max drawdown duration | LCAP SPYM | 53d53d | 47d76d | n/a126d | n/a708d |
Trading data
LCAP | SPYM | |
Last sale 10/26/2026 at 2:31 PM | $33.74 | |
| Previous close 10/23/2026 | $33.52 | |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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LCAP
is actively managed and doesn’t replicate an indexLCAP | SPYM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/26/2026 at 2:31 PM
Live
Closed
LCAP | SPYM | |
|---|---|---|
| Last price | $33.74 | – |
| 1D performance | +0.66% | – |
| AuM | $1.88 B | $181.67 B |
| E/R | 0.29% | 0.02% |
Characteristics
LCAP | SPYM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Principal Global Investors | State Street Investment Management |
| Benchmark | - | S&P 500 Index |
| N° of holdings | 56 | 498 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 25, 2025 | November 8, 2005 |
| ESG | No | No |
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Exposure
Countries
LCAP
USA
95.73%
Other
4.27%
SPYM
USA
96.46%
Other
3.54%
Sectors
LCAP
Technology
41.29%
Finance
15.65%
Healthcare
10.7%
Consumer Non-Cycl.
9.79%
Other
22.57%
SPYM
Technology
45.26%
Finance
13.63%
Healthcare
9.09%
Consumer Non-Cycl.
8.88%
Industrials
7.47%
Other
15.66%
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Diversification
LCAP
Total weight of top 15 holdings out of 15
54.26%
SPYM
Total weight of top 15 holdings out of 15
44.14%
Top 15 holdings
Data as of August 31, 2026
LCAP
NVIDIA Corp.
7.80%
Apple, Inc.
6.33%
Microsoft Corp.
5.17%
Alphabet, Inc.
5.05%
Amazon.com, Inc.
4.39%
Visa, Inc.
3.33%
Broadcom Inc.
3.07%
JPMorgan Chase & Co.
3.00%
Marathon Petroleum Corp.
2.65%
Eli Lilly & Co.
2.43%
Costco Wholesale Corp.
2.38%
State Street Institutional US Government Money Market Fund
2.24%
Parker-Hannifin Corp.
2.18%
Lam Research Corp.
2.12%
Republic Services, Inc.
2.12%
SPYM
NVIDIA Corp.
8.08%
Apple, Inc.
7.03%
Microsoft Corp.
5.69%
Amazon.com, Inc.
3.84%
Alphabet, Inc.
3.01%
Broadcom Inc.
2.65%
Alphabet, Inc.
2.40%
Meta Platforms, Inc.
1.90%
Micron Technology, Inc.
1.63%
Tesla, Inc.
1.57%
JPMorgan Chase & Co.
1.44%
Berkshire Hathaway, Inc.
1.40%
Eli Lilly & Co.
1.38%
Advanced Micro Devices, Inc.
1.16%
Johnson & Johnson
0.97%
Frequently asked questions about LCAP and SPYM
How have the LCAP and SPYM ETFs performed in 2026?
As of October 23, 2026, LCAP is up 13.51% year-to-date (YTD), while SPYM has returned 12.37%. That puts LCAP better performer ahead so far this year.
Which ETF is attracting more investor money: LCAP or SPYM?
Year-to-date, the LCAP ETF saw +$1.63B in flows, compared to +$69.37B for SPYM.
Which ETF is more volatile: LCAP or SPYM?
Over the past year, LCAP had a volatility of 12.51%, while SPYM experienced 12.75%.
Which ETF is bigger: LCAP or SPYM?
As of October 23, 2026, LCAP holds $1.88 B in assets under management (AUM), while SPYM manages $181.67 B.
What sectors do the LCAP and SPYM ETFs invest in?
LCAP leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SPYM focuses on Technology, Finance and Healthcare.
What are the top holdings of the LCAP ETF and SPYM ETF?
LCAP top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SPYM holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: LCAP or SPYM?
LCAP holds 56 securities with 54.26% of its assets in the top 15. SPYM has 501 securities and a top 15 weight of 44.14%.
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