LCAPvsSPYXETF Comparison
VS
ETF 2
SPYX
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
This fund is part of
US Large Cap
-0.46%
Principal Capital Appreciation Select ETF (LCAP) belongs to the US Multi-Factor segment. State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) 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 0.2% for SPYX. LCAP is up 13.51% year-to-date (YTD) with +$1.63B in YTD flows. SPYX performs worse with 11.44% YTD performance, and +$43M in YTD flows. Run a side-by-side ETF comparison of LCAP and SPYX 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 SPYX 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 SPYX | -0.64%-1.15% | +2.00%+3.01% | +13.51%+11.44% | +14.76%+13.40% | n/a+87.57% | n/a+75.60% |
| Flows | LCAP SPYX | +$12M-$11M | +$33M+$20M | +$1.63B+$43M | +$1.78B+$65M | -+$340M | -+$520M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LCAP SPYX | +10.08%+11.27% | +12.51%+13.07% | n/a+15.14% | n/a+17.20% |
| Max drawdown | LCAP SPYX | -3.64%-3.19% | -7.86%-9.81% | n/a-18.88% | n/a-26.17% |
| Max drawdown duration | LCAP SPYX | 53d53d | 47d92d | n/a126d | n/a709d |
Trading data
LCAP | SPYX | |
Last sale 10/23/2026 at 1:30 PM | $33.52 | $62.17 |
| Previous close 10/22/2026 | $33.74 | $62.55 |
| Consolidated volume 10/22/2026 | ||
| 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 | SPYX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/23/2026 at 1:30 PM
Live
Closed
LCAP | SPYX | |
|---|---|---|
| Last price | $33.52 | $62.17 |
| 1D performance | -0.65% | -0.61% |
| AuM | $1.88 B | $2.81 B |
| E/R | 0.29% | 0.2% |
Characteristics
LCAP | SPYX | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Principal Global Investors | State Street Investment Management |
| Benchmark | - | S&P 500 Fossil Fuel Free Index |
| N° of holdings | 56 | 481 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 25, 2025 | November 30, 2015 |
| ESG | No | Yes |
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Exposure
Countries
LCAP
USA
95.73%
Other
4.27%
SPYX
USA
97.28%
Other
2.72%
Sectors
LCAP
Technology
41.29%
Finance
15.65%
Healthcare
10.7%
Consumer Non-Cycl.
9.79%
Other
22.57%
SPYX
Technology
46.11%
Finance
14.09%
Healthcare
9.39%
Consumer Non-Cycl.
9.19%
Industrials
7.28%
Other
13.94%
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Diversification
LCAP
Total weight of top 15 holdings out of 15
54.26%
SPYX
Total weight of top 15 holdings out of 15
45.71%
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%
SPYX
NVIDIA Corp.
8.37%
Apple, Inc.
7.28%
Microsoft Corp.
5.90%
Amazon.com, Inc.
3.98%
Alphabet, Inc.
3.11%
Broadcom Inc.
2.74%
Alphabet, Inc.
2.48%
Meta Platforms, Inc.
1.97%
Micron Technology, Inc.
1.69%
Tesla, Inc.
1.62%
JPMorgan Chase & Co.
1.49%
Berkshire Hathaway, Inc.
1.45%
Eli Lilly & Co.
1.43%
Advanced Micro Devices, Inc.
1.20%
Johnson & Johnson
1.00%
Frequently asked questions about LCAP and SPYX
How have the LCAP and SPYX ETFs performed in 2026?
As of October 23, 2026, LCAP is up 13.51% year-to-date (YTD), while SPYX has returned 11.44%. That puts LCAP better performer ahead so far this year.
Which ETF is attracting more investor money: LCAP or SPYX?
Year-to-date, the LCAP ETF saw +$1.63B in flows, compared to +$43M for SPYX.
Which ETF is more volatile: LCAP or SPYX?
Over the past year, LCAP had a volatility of 12.51%, while SPYX experienced 13.07%.
Which ETF is bigger: LCAP or SPYX?
As of October 23, 2026, LCAP holds $1.88 B in assets under management (AUM), while SPYX manages $2.81 B.
What sectors do the LCAP and SPYX ETFs invest in?
LCAP leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SPYX focuses on Technology, Finance and Healthcare.
What are the top holdings of the LCAP ETF and SPYX ETF?
LCAP top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SPYX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: LCAP or SPYX?
LCAP holds 56 securities with 54.26% of its assets in the top 15. SPYX has 484 securities and a top 15 weight of 45.71%.
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